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State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM

50 hedge funds and large institutions have $398M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 10

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

27% more capital invested

Capital invested by funds: $312M → $398M (+$85.8M)

11% more funds holding

Funds holding: 45 → 50 (+5)

1.45% more ownership

Funds ownership: 78.49% → 79.94% (+1.5%)

Holders
50
Holders Change
+5
Holders Change %
+11.11%
% of All Funds
0.88%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
11
Increased
20
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$42.7M
2
LPL Financial
LPL Financial
California
+$3.66M
3
Jane Street
Jane Street
New York
+$3.18M
4
AF
Advisornet Financial
Minnesota
+$1.6M
5
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
+$1.1M

Top Sellers

Rank Fund Capital Flow
1
SMM
Stadion Money Management
Georgia
-$11.9M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$2.63M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$960K
4
SFA
Sequoia Financial Advisors
Ohio
-$527K
5
FHB
First Hawaiian Bank
Hawaii
-$491K
Name Holding Trade Value Shares
Change 		Change in
Stake
FPW
26
Flagship Private Wealth
Massachusetts
$521K +$486K +10,521 New
FHA
27
Flagship Harbor Advisors
Massachusetts
$483K +$339K +7,341 +284%
HighTower Advisors
28
HighTower Advisors
Illinois
$386K +$364K +7,869 New
VCA
29
Verdence Capital Advisors
Maryland
$286K +$2.5K +54 +0.9%
Koshinski Asset Management
30
Koshinski Asset Management
Illinois
$231K -$24.2K -523 -10%
FAIM
31
Financial Advocates Investment Management
Washington
$218K +$206K +4,466 New
MA
32
MCF Advisors
Kentucky
$159K +$92 +2 +0.1%
FWP
33
FAS Wealth Partners
Kansas
$152K -$285K -6,164 -66%
JCM
34
Jacobi Capital Management
Pennsylvania
$122K +$20.5K +444 +22%
Bank of America
35
Bank of America
North Carolina
$103K – – –
APW
36
Acima Private Wealth
Virginia
$73K – – –
Osaic Holdings
37
Osaic Holdings
Arizona
$49K -$63.5K -1,373 -58%
CIAS
38
CBIZ Investment Advisory Services
Ohio
$47K – – –
SFP
39
Sterling Financial Planning
New Jersey
$35K +$32.8K +710 New
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$31K – – –
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$19K +$18.3K +396 New
NFG
42
Next Financial Group
Texas
$18K +$17.2K +373 New
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$13K -$9.24K -200 -43%
TFS
44
TrustCore Financial Services
Tennessee
$7K – – –
TWM
45
Tradition Wealth Management
Minnesota
$4K +$4.16K +90 New
GAM
46
Gemmer Asset Management
California
$2K -$46 -1 -2%
IRC
47
Investors Research Corp
Georgia
$2K – – –
Citigroup
48
Citigroup
New York
$1K – – –
CMBA
49
C.M. Bidwell & Associates
Hawaii
$1K – – –
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
– -$960K -22,179 Closed
1
2
3

SPGM Hedge Fund Activity: Q4 2020 in Review

50 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q4 2020, worth a combined $398M — up 27% from $312M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SPGM positions and 6 closed out — a net gain of 5 holders — while 20 added to existing stakes and 10 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $42.7M. The largest seller was Stadion Money Management, cutting an estimated $11.9M.

  • 50 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q4 2020, up from 45 in Q3 2020.
  • Funds reported $398M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q4 2020, up 27% quarter-over-quarter.
  • 11 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q4 2020 and 6 closed out, a net change of +5 holders.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q4 2020 was Morgan Stanley, an estimated $42.7M added.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q4 2020 was Stadion Money Management, an estimated $11.9M sold.

Based on aggregated 13F filings for Q4 2020.