We are live on ! Find out more
SPGM icon

State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM

43 hedge funds and large institutions have $261M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

173% more capital invested

Capital invested by funds: $95.4M → $261M (+$165M)

9.52% more ownership

Funds ownership: 61.63% → 71.15% (+9.5%)

9% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 11

4% less funds holding

Funds holding: 45 → 43 (-2)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

Holders
43
Holders Change
-2
Holders Change %
-4.44%
% of All Funds
0.88%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
9
Increased
10
Reduced
11
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SMM
Stadion Money Management
Georgia
+$137M
2
Citadel Advisors
Citadel Advisors
Florida
+$3.25M
3
SFA
Sequoia Financial Advisors
Ohio
+$2.85M
4
AF
Advisornet Financial
Minnesota
+$1.9M
5
Jane Street
Jane Street
New York
+$1.55M

Top Sellers

Rank Fund Capital Flow
1
WA
Waddell & Associates
Tennessee
-$5.64M
2
RJA
Raymond James & Associates
Florida
-$2.24M
3
PFM
Peak Financial Management
Massachusetts
-$868K
4
JCM
Jacobi Capital Management
Pennsylvania
-$697K
5
Morgan Stanley
Morgan Stanley
New York
-$532K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$119K +$23.9K +640 +27%
CIAS
27
CBIZ Investment Advisory Services
Ohio
$116K – – –
FHA
28
Flagship Harbor Advisors
Massachusetts
$102K -$3.07K -82 -3%
CMBA
29
C.M. Bidwell & Associates
Hawaii
$94K – – –
PAG
30
Private Advisor Group
New Jersey
$91K +$85.9K +2,297 New
JCM
31
Jacobi Capital Management
Pennsylvania
$76K -$697K -18,634 -91%
APW
32
Acima Private Wealth
Virginia
$60K – – –
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$45K +$23.6K +631 +129%
Citigroup
34
Citigroup
New York
$14K +$37 +1 +0.3%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$8K +$7.18K +192 New
TL
36
TrueWealth LLC
Georgia
$5K -$4.6K -123 -50%
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$5K – – –
TFS
38
TrustCore Financial Services
Tennessee
$5K – – –
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$4K – – –
HR
40
Howe & Rusling
New York
$3K – – –
GAM
41
Gemmer Asset Management
California
$2K – – –
IA
42
IFP Advisors
Florida
$2K – – –
IRC
43
Investors Research Corp
Georgia
$2K – – –
WA
44
Waddell & Associates
Tennessee
– -$5.64M -167,768 Closed
RJA
45
Raymond James & Associates
Florida
– -$2.24M -66,575 Closed
VWA
46
V Wealth Advisors
Kansas
– -$313K -9,295 Closed
UWM
47
USAdvisors Wealth Management
Minnesota
– -$249K -7,407 Closed
UCFA
48
United Capital Financial Advisors
Texas
– -$211K -6,262 Closed
GSWM
49
Golden State Wealth Management
California
– -$15K -460 Closed
CFFP
50
Center for Financial Planning
Michigan
– -$7K -204 Closed
1
2
3

SPGM Hedge Fund Activity: Q2 2020 in Review

43 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q2 2020, worth a combined $261M — up 173% from $95.4M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of SPGM and 9 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 10 added.

The largest buyer was Stadion Money Management, opening a new position worth an estimated $137M. The largest seller was Waddell & Associates, exiting entirely with an estimated $5.64M sold.

  • 43 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q2 2020, down from 45 in Q1 2020.
  • Funds reported $261M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q2 2020, up 173% quarter-over-quarter.
  • 9 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q2 2020 and 11 closed out, a net change of -2 holders.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q2 2020 was Stadion Money Management, an estimated $137M added.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q2 2020 was Waddell & Associates, an estimated $5.64M sold.

Based on aggregated 13F filings for Q2 2020.