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SPDR Portfolio MSCI Global Stock Market ETF
SPGM

Overview Fund Activity

43 hedge funds and large institutions have $261M invested in 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
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

1
SMM
Stadion Money Management
Georgia
+$146M
2
Citadel Advisors
Citadel Advisors
Florida
+$3.47M
3
SFA
Sequoia Financial Advisors
Ohio
+$3.03M
4
AF
Advisornet Financial
Minnesota
+$2.02M
5
Jane Street
Jane Street
New York
+$1.65M

Top Sellers

1
WA
Waddell & Associates
Tennessee
-$5.64M
2
RJA
Raymond James & Associates
Florida
-$2.24M
3
PFM
Peak Financial Management
Massachusetts
-$925K
4
JCM
Jacobi Capital Management
Pennsylvania
-$738K
5
Morgan Stanley
Morgan Stanley
New York
-$566K
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$119K +$25.3K +640 +27%
CIAS
27
CBIZ Investment Advisory Services
Ohio
$116K -$105K – –
FHA
28
Flagship Harbor Advisors
Massachusetts
$102K -$3.24K -82 -3%
CMBA
29
C.M. Bidwell & Associates
Hawaii
$94K – – –
PAG
30
Private Advisor Group
New Jersey
$91K +$91K +2,297 New
JCM
31
Jacobi Capital Management
Pennsylvania
$76K -$738K -18,634 -91%
APW
32
Acima Private Wealth
Virginia
$60K – – –
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$45K +$25.3K +631 +129%
Citigroup
34
Citigroup
New York
$14K +$40 +1 +0.3%
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$8K +$8K +192 New
TL
36
TrueWealth LLC
Georgia
$5K -$4.92K -123 -50%
TFS
37
TrustCore Financial Services
Tennessee
$5K – – –
Fifth Third Bancorp
38
Fifth Third Bancorp
Ohio
$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
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