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State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM

44 hedge funds and large institutions have $118M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2019 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

2% less funds holding

Funds holding: 45 → 44 (-1)

11% less capital invested

Capital invested by funds: $132M → $118M (-$14.1M)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

62.39% less ownership

Funds ownership: 199.84% → 137.45% (-62%)

Holders
44
Holders Change
-1
Holders Change %
-2.22%
% of All Funds
0.95%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
7
Increased
17
Reduced
11
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFA
Sequoia Financial Advisors
Ohio
+$9.5M
2
WA
Waddell & Associates
Tennessee
+$6.62M
3
PFM
Peak Financial Management
Massachusetts
+$1.7M
4
ACM
AlphaStar Capital Management
North Carolina
+$1.58M
5
Goldman Sachs
Goldman Sachs
New York
+$1.23M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$20.9M
2
FC
Financial Consulate
Maryland
-$11M
3
Citadel Advisors
Citadel Advisors
Florida
-$10.1M
4
Bank of America
Bank of America
North Carolina
-$4M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
VCA
26
Verdence Capital Advisors
Maryland
$220K +$213K +5,640 New
MWM
27
Mission Wealth Management
California
$214K +$207K +5,484 New
MA
28
MCF Advisors
Kentucky
$125K +$1.06K +28 +0.9%
SBL
29
Sargent Bickham Lagudis
Colorado
$123K – – –
CMBA
30
C.M. Bidwell & Associates
Hawaii
$92K – – –
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$85K +$4.16K +110 +5%
Citigroup
32
Citigroup
New York
$41K – – –
BRC
33
Bell Rock Capital
Delaware
$15K – – –
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$14K – – –
TFS
35
TrustCore Financial Services
Tennessee
$5K +$2.95K +78 +139%
CF
36
Centaurus Financial
California
$4.44K +$2.87K +76 +12%
AG
37
Advisor Group
Arizona
$3K -$302 -8 -9%
HR
38
Howe & Rusling
New York
$3K – – –
GRP
39
Global Retirement Partners
California
$2K -$756 -20 -31%
GAM
40
Gemmer Asset Management
California
$2K – – –
IRC
41
Investors Research Corp
Georgia
$2K +$1.89K +50 New
MFT
42
Moisand Fitzgerald Tamayo
Florida
$1K – – –
JP Morgan Chase
43
JP Morgan Chase
New York
– -$20.9M -600,000 Closed
FC
44
Financial Consulate
Maryland
– -$11M -314,716 Closed
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
– -$2.41M -69,194 Closed
RJFSA
46
Raymond James Financial Services Advisors
Florida
– -$317K -9,114 Closed
UBS Group
47
UBS Group
Switzerland
– -$60K -1,726 Closed
FHA
48
First Horizon Advisors
Tennessee
– -$29K -840 Closed
AIC
49
Ameritas Investment Company
Nebraska
– -$24K -700 Closed
IA
50
IFP Advisors
Florida
– -$5K -146 Closed
1
2
3

SPGM Hedge Fund Activity: Q1 2019 in Review

44 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q1 2019, worth a combined $118M — down 11% from $132M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of SPGM and 7 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 17 added.

The largest buyer was Sequoia Financial Advisors, adding an estimated $9.5M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $20.9M sold.

  • 44 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q1 2019, down from 45 in Q4 2018.
  • Funds reported $118M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q1 2019, down 11% quarter-over-quarter.
  • 7 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q1 2019 and 8 closed out, a net change of -1 holder.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q1 2019 was Sequoia Financial Advisors, an estimated $9.5M added.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q1 2019 was JP Morgan Chase, an estimated $20.9M sold.

Based on aggregated 13F filings for Q1 2019.