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State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM

55 hedge funds and large institutions have $118M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2019 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

17% more funds holding

Funds holding: 47 → 55 (+8)

6% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 17

5% more capital invested

Capital invested by funds: $112M → $118M (+$5.62M)

3.22% less ownership

Funds ownership: 67.08% → 63.86% (-3.2%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
55
Holders Change
+8
Holders Change %
+17.02%
% of All Funds
1.08%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
12
Increased
18
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WA
Waddell & Associates
Tennessee
+$15M
2
GWM
Geneos Wealth Management
Colorado
+$5.46M
3
SFA
Sequoia Financial Advisors
Ohio
+$2.32M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$470K
5
WA
Wealth Architects
California
+$232K

Top Sellers

Rank Fund Capital Flow
1
UWM
USAdvisors Wealth Management
Minnesota
-$23.2M
2
Jane Street
Jane Street
New York
-$2.88M
3
Morgan Stanley
Morgan Stanley
New York
-$1.73M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.08M
5
FC
Financial Consulate
Maryland
-$486K
Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
26
Cypress Wealth Services
California
$264K -$788 -19 -0.3%
ACM
27
AlphaStar Capital Management
North Carolina
$249K -$2.03K -49 -0.8%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$248K -$3.53K -85 -1%
VCA
29
Verdence Capital Advisors
Maryland
$248K +$3.4K +82 +1%
WA
30
Wealth Architects
California
$240K +$232K +5,589 New
JPG
31
Jordan Park Group
California
$236K +$228K +5,498 New
KIA
32
KCM Investment Advisors
California
$218K +$210K +5,068 New
Koshinski Asset Management
33
Koshinski Asset Management
Illinois
$217K +$211K +5,084 New
MG
34
Mather Group
Illinois
$216K +$954 +23 +0.5%
MA
35
MCF Advisors
Kentucky
$139K +$954 +23 +0.7%
SBL
36
Sargent Bickham Lagudis
Colorado
$136K – – –
CIAS
37
CBIZ Investment Advisory Services
Ohio
$134K – – –
CMBA
38
C.M. Bidwell & Associates
Hawaii
$101K +$98K +2,362 New
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$95K +$207 +5 +0.2%
UBS Group
40
UBS Group
Switzerland
$47K -$254K -6,121 -85%
FHA
41
Flagship Harbor Advisors
Massachusetts
$24K +$23.1K +558 New
BRC
42
Bell Rock Capital
Delaware
$16K – – –
Citigroup
43
Citigroup
New York
$15K -$8.34K -201 -37%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$15K +$83 +2 +0.6%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$9K -$36.9K -890 -80%
JWBC
46
John W. Brooker & Co
California
$8K +$7.67K +185 New
AG
47
Advisor Group
Arizona
$7K +$1.49K +36 +31%
TFS
48
TrustCore Financial Services
Tennessee
$6K – – –
Fifth Third Bancorp
49
Fifth Third Bancorp
Ohio
$5K – – –
HR
50
Howe & Rusling
New York
$3K – – –
1
2
3

SPGM Hedge Fund Activity: Q4 2019 in Review

55 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q4 2019, worth a combined $118M — up 5% from $112M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new SPGM positions and 4 closed out — a net gain of 8 holders — while 18 added to existing stakes and 17 trimmed.

The largest buyer was Waddell & Associates, opening a new position worth an estimated $15M. The largest seller was USAdvisors Wealth Management, cutting an estimated $23.2M.

  • 55 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q4 2019, up from 47 in Q3 2019.
  • Funds reported $118M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q4 2019, up 5% quarter-over-quarter.
  • 12 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q4 2019 and 4 closed out, a net change of +8 holders.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q4 2019 was Waddell & Associates, an estimated $15M added.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q4 2019 was USAdvisors Wealth Management, an estimated $23.2M sold.

Based on aggregated 13F filings for Q4 2019.