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State Street SPDR Portfolio MSCI Global Stock Market ETF

44 hedge funds and large institutions have $114M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2019 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 13

0% more funds holding

Funds holding: 4444 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

0.79% less ownership

Funds ownership: 137.45%136.66% (-0.79%)

3% less capital invested

Capital invested by funds: $118M → $114M (-$4.01M)

Holders
44
Holders Change
Holders Change %
0%
% of All Funds
0.96%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
5
Increased
16
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SBL
26
Sargent Bickham Lagudis
Colorado
$126K
CMBA
27
C.M. Bidwell & Associates
Hawaii
$94K
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$89K +$1.5K +38 +2%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$44K -$250K -6,324 -85%
Citigroup
30
Citigroup
New York
$38K -$3.87K -98 -9%
HS
31
Horan Securities
United States
$24K +$23.8K +602 New
UBS Group
32
UBS Group
Switzerland
$20K +$19.3K +488 New
BRC
33
Bell Rock Capital
Delaware
$15K
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$14K +$79 +2 +0.6%
UWM
35
USAdvisors Wealth Management
Minnesota
$11.6K +$276K +6,982 +2%
TFS
36
TrustCore Financial Services
Tennessee
$5K
AG
37
Advisor Group
Arizona
$5K +$1.5K +38 +49%
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$5K +$4.51K +114 New
HR
39
Howe & Rusling
New York
$3K
GAM
40
Gemmer Asset Management
California
$2K
GRP
41
Global Retirement Partners
California
$2K
IRC
42
Investors Research Corp
Georgia
$2K
S
43
SignatureFD
Georgia
$1K +$553 +14 New
Goldman Sachs
44
Goldman Sachs
New York
-$1.27M -32,636 Closed
IDA
45
Intelligence Driven Advisers
California
-$477K -12,226 Closed
MWM
46
Mission Wealth Management
California
-$214K -5,484 Closed
MFT
47
Moisand Fitzgerald Tamayo
Florida
-$1K -30 Closed

SPGM Hedge Fund Activity: Q2 2019 in Review

44 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q2 2019, worth a combined $114M — down 3.4% from $118M a quarter earlier.

Fund positioning in SPGM was balanced in Q2 2019: 5 funds opened new positions, 5 closed out, 16 added to existing stakes and 13 trimmed.

The largest buyer was Sequoia Financial Advisors, adding an estimated $3.77M. The largest seller was Goldman Sachs, exiting entirely with an estimated $1.27M sold.

  • 44 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $114M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q2 2019, down 3.4% quarter-over-quarter.
  • 5 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q2 2019 and 5 closed out, a net change of 0 holders.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q2 2019 was Sequoia Financial Advisors, an estimated $3.77M added.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q2 2019 was Goldman Sachs, an estimated $1.27M sold.

Based on aggregated 13F filings for Q2 2019.