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State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM

47 hedge funds and large institutions have $112M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

7% more funds holding

Funds holding: 44 → 47 (+3)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1% less capital invested

Capital invested by funds: $114M → $112M (-$1.58M)

39% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 18

69.58% less ownership

Funds ownership: 136.66% → 67.08% (-70%)

Holders
47
Holders Change
+3
Holders Change %
+6.82%
% of All Funds
1.03%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
9
Increased
11
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UWM
USAdvisors Wealth Management
Minnesota
+$11.7M
2
Jane Street
Jane Street
New York
+$7.47M
3
Citadel Advisors
Citadel Advisors
Florida
+$4.34M
4
BL
Balentine LLC
Georgia
+$4.17M
5
PPA
Parametric Portfolio Associates
Washington
+$4.01M

Top Sellers

Rank Fund Capital Flow
1
WA
Waddell & Associates
Tennessee
-$36.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.44M
3
UCFA
United Capital Financial Advisors
Texas
-$5.37M
4
ACM
AlphaStar Capital Management
North Carolina
-$1.71M
5
RJA
Raymond James & Associates
Florida
-$563K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$234K -$3.62K -91 -2%
VCA
27
Verdence Capital Advisors
Maryland
$228K -$40 -1 -0%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$227K +$226K +5,678 New
MG
29
Mather Group
Illinois
$200K +$199K +5,014 New
MA
30
MCF Advisors
Kentucky
$129K -$40 -1 -0%
SBL
31
Sargent Bickham Lagudis
Colorado
$126K – – –
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$89K -$40 -1 -0%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$44K – – –
Citigroup
34
Citigroup
New York
$22K -$15.9K -400 -42%
BRC
35
Bell Rock Capital
Delaware
$15K – – –
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$14K +$40 +1 +0.3%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$8K +$7.63K +192 New
AG
38
Advisor Group
Arizona
$5K – – –
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$5K – – –
TFS
40
TrustCore Financial Services
Tennessee
$5K – – –
HR
41
Howe & Rusling
New York
$3K – – –
GAM
42
Gemmer Asset Management
California
$2K – – –
IRC
43
Investors Research Corp
Georgia
$2K – – –
IA
44
IFP Advisors
Florida
$2K +$1.75K +44 New
GRP
45
Global Retirement Partners
California
$1K -$874 -22 -50%
WA
46
Waddell & Associates
Tennessee
– -$36.6M -916,584 Closed
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
– -$5.44M -136,134 Closed
CF
48
Centaurus Financial
California
– -$365K -9,124 Closed
CMBA
49
C.M. Bidwell & Associates
Hawaii
– -$94K -2,350 Closed
HS
50
Horan Securities
United States
– -$24K -602 Closed
1
2
3

SPGM Hedge Fund Activity: Q3 2019 in Review

47 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q3 2019, worth a combined $112M — down 1.4% from $114M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SPGM positions and 6 closed out — a net gain of 3 holders — while 11 added to existing stakes and 18 trimmed.

The largest buyer was USAdvisors Wealth Management, adding an estimated $11.7M. The largest seller was Waddell & Associates, exiting entirely with an estimated $36.6M sold.

  • 47 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q3 2019, up from 44 in Q2 2019.
  • Funds reported $112M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q3 2019, down 1.4% quarter-over-quarter.
  • 9 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q3 2019 and 6 closed out, a net change of +3 holders.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q3 2019 was USAdvisors Wealth Management, an estimated $11.7M added.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q3 2019 was Waddell & Associates, an estimated $36.6M sold.

Based on aggregated 13F filings for Q3 2019.