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State Street SPDR Portfolio MSCI Global Stock Market ETF

45 hedge funds and large institutions have $312M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

20% more capital invested

Capital invested by funds: $261M → $312M (+$51.5M)

7.34% more ownership

Funds ownership: 71.15%78.49% (+7.3%)

5% more funds holding

Funds holding: 4345 (+2)

20% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 15

Holders
45
Holders Change
+2
Holders Change %
+4.65%
% of All Funds
0.91%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
7
Increased
12
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
26
MCF Advisors
Kentucky
$141K
CIAS
27
CBIZ Investment Advisory Services
Ohio
$131K
FHA
28
Flagship Harbor Advisors
Massachusetts
$111K -$43 -1 -0%
Osaic Holdings
29
Osaic Holdings
Arizona
$104K -$27.3K -640 -21%
CPW
30
Catalyst Private Wealth
California
$103K +$101K +2,378 New
Bank of America
31
Bank of America
North Carolina
$91K -$422K -9,900 -82%
JCM
32
Jacobi Capital Management
Pennsylvania
$89K +$5.72K +134 +7%
APW
33
Acima Private Wealth
Virginia
$65K
PCWA
34
Pacific Capital Wealth Advisors
California
$54K +$53.6K +1,256 New
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$28K -$20.3K -475 -42%
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$20K +$14.9K +350 +307%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$8K
TFS
38
TrustCore Financial Services
Tennessee
$6K
AA
39
Advisory Alpha
Michigan
$5K +$5.29K +124 New
GAM
40
Gemmer Asset Management
California
$2K
IA
41
IFP Advisors
Florida
$2K
IRC
42
Investors Research Corp
Georgia
$2K
CMBA
43
C.M. Bidwell & Associates
Hawaii
$1K -$100K -2,350 -99%
Citigroup
44
Citigroup
New York
$1K -$14.1K -331 -95%
Koshinski Asset Management
45
Koshinski Asset Management
Illinois
$238 -$7.77K -182 -3%
IDA
46
Intelligence Driven Advisers
California
-$505K -12,683 Closed
PAG
47
Private Advisor Group
New Jersey
-$91K -2,297 Closed
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
-$4K -112 Closed
HR
49
Howe & Rusling
New York
-$3K -76 Closed

SPGM Hedge Fund Activity: Q3 2020 in Review

45 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q3 2020, worth a combined $312M — up 20% from $261M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SPGM positions and 4 closed out — a net gain of 3 holders — while 12 added to existing stakes and 15 trimmed.

The largest buyer was Professional Financial Advisors, opening a new position worth an estimated $3.08M. The largest seller was Stadion Money Management, cutting an estimated $5.18M.

  • 45 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q3 2020, up from 43 in Q2 2020.
  • Funds reported $312M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q3 2020, up 20% quarter-over-quarter.
  • 7 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q3 2020 and 4 closed out, a net change of +3 holders.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q3 2020 was Professional Financial Advisors, an estimated $3.08M added.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q3 2020 was Stadion Money Management, an estimated $5.18M sold.

Based on aggregated 13F filings for Q3 2020.