We are live on ! Find out more
SPGM icon

State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM

45 hedge funds and large institutions have $132M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2018 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

106% more capital invested

Capital invested by funds: $64.1M → $132M (+$68.1M)

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

78.18% more ownership

Funds ownership: 121.65% → 199.84% (+78%)

44% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 9

15% more funds holding

Funds holding: 39 → 45 (+6)

Holders
45
Holders Change
+6
Holders Change %
+15.38%
% of All Funds
1%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
11
Increased
13
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$22.5M
2
Citadel Advisors
Citadel Advisors
Florida
+$11.8M
3
FC
Financial Consulate
Maryland
+$11.8M
4
Bank of America
Bank of America
North Carolina
+$4.81M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.59M

Top Sellers

Rank Fund Capital Flow
1
ACM
AlphaStar Capital Management
North Carolina
-$1.46M
2
Jane Street
Jane Street
New York
-$789K
3
LTFS
Ladenburg Thalmann Financial Services
Florida
-$311K
4
AF
Advisornet Financial
Minnesota
-$302K
5
WA
Wealth Architects
California
-$252K
Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
26
AlphaStar Capital Management
North Carolina
$203K -$1.46M -38,920 -87%
MA
27
MCF Advisors
Kentucky
$111K +$119K +3,180 New
SBL
28
Sargent Bickham Lagudis
Colorado
$110K – – –
CMBA
29
C.M. Bidwell & Associates
Hawaii
$82K – – –
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$72K -$311K -8,282 -80%
UBS Group
31
UBS Group
Switzerland
$60K +$45K +1,200 +228%
Citigroup
32
Citigroup
New York
$36K +$2.48K +66 +7%
FHA
33
First Horizon Advisors
Tennessee
$29K +$31.5K +840 New
AIC
34
Ameritas Investment Company
Nebraska
$24K +$26.3K +700 New
BRC
35
Bell Rock Capital
Delaware
$13K – – –
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$12K – – –
IA
37
IFP Advisors
Florida
$5K – – –
AG
38
Advisor Group
Arizona
$3K – – –
HR
39
Howe & Rusling
New York
$3K – – –
GAM
40
Gemmer Asset Management
California
$2K – – –
GRP
41
Global Retirement Partners
California
$2K – – –
TFS
42
TrustCore Financial Services
Tennessee
$2K – – –
MFT
43
Moisand Fitzgerald Tamayo
Florida
$1K – – –
CF
44
Centaurus Financial
California
$4 +$22.8K +608 +6,080%
WA
45
Wealth Architects
California
– -$252K -6,212 Closed
Koshinski Asset Management
46
Koshinski Asset Management
Illinois
– -$215K -5,306 Closed
WSTAM
47
Wilbanks Smith & Thomas Asset Management
Virginia
– -$12K -302 Closed
KJWM
48
Kiley Juergens Wealth Management
Washington
– -$4K -100 Closed
1
2

SPGM Hedge Fund Activity: Q4 2018 in Review

45 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q4 2018, worth a combined $132M — up 106% from $64.1M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SPGM positions and 4 closed out — a net gain of 7 holders — while 13 added to existing stakes and 9 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $22.5M. The largest seller was AlphaStar Capital Management, cutting an estimated $1.46M.

  • 45 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q4 2018, up from 39 in Q3 2018.
  • Funds reported $132M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q4 2018, up 106% quarter-over-quarter.
  • 11 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q4 2018 and 4 closed out, a net change of +7 holders.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q4 2018 was JP Morgan Chase, an estimated $22.5M added.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q4 2018 was AlphaStar Capital Management, an estimated $1.46M sold.

Based on aggregated 13F filings for Q4 2018.