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State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM

58 hedge funds and large institutions have $367M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

29% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 14

16% more funds holding

Funds holding: 50 → 58 (+8)

8% less capital invested

Capital invested by funds: $398M → $367M (-$30.6M)

11.88% less ownership

Funds ownership: 79.94% → 68.06% (-12%)

50% less funds holding in top 10

Funds holding in top 10: 6 → 3 (-3)

Holders
58
Holders Change
+8
Holders Change %
+16%
% of All Funds
1.02%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
13
Increased
18
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MIAN
Mariner Independent Advisor Network
Kansas
+$8.78M
2
LPL Financial
LPL Financial
California
+$1.79M
3
GSEP
Golden State Equity Partners
California
+$1.25M
4
AWM
AE Wealth Management
Kansas
+$539K
5
AF
Advisornet Financial
Minnesota
+$537K

Top Sellers

Rank Fund Capital Flow
1
SMM
Stadion Money Management
Georgia
-$14M
2
Jane Street
Jane Street
New York
-$6.42M
3
SFA
Sequoia Financial Advisors
Ohio
-$5.28M
4
Citadel Advisors
Citadel Advisors
Florida
-$4.54M
5
PFA
Professional Financial Advisors
Nebraska
-$2.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$426K +$15.2K +297 +4%
JCM
27
Jacobi Capital Management
Pennsylvania
$412K +$275K +5,363 +215%
BA
28
Bridgewater Advisors
New York
$402K +$387K +7,550 New
Jane Street
29
Jane Street
New York
$385K -$6.42M -125,131 -94%
VCA
30
Verdence Capital Advisors
Maryland
$308K – – –
Koshinski Asset Management
31
Koshinski Asset Management
Illinois
$300K +$50.3K +980 +21%
SWM
32
Spire Wealth Management
Virginia
$296K +$290K +5,659 New
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$286K +$281K +5,471 New
FAIM
34
Financial Advocates Investment Management
Washington
$262K +$27.6K +538 +12%
NFG
35
Next Financial Group
Texas
$249K +$225K +4,378 +1,174%
WWM
36
Western Wealth Management
Colorado
$216K +$211K +4,118 New
RJA
37
Raymond James & Associates
Florida
$206K +$201K +3,926 New
Bank of America
38
Bank of America
North Carolina
$202K +$89.6K +1,746 +82%
MA
39
MCF Advisors
Kentucky
$171K – – –
FWP
40
FAS Wealth Partners
Kansas
$163K – – –
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$103K +$68.3K +1,331 +206%
PMFA
42
Plante Moran Financial Advisors
Michigan
$92K +$89.9K +1,753 New
APW
43
Acima Private Wealth
Virginia
$79K – – –
CMBA
44
C.M. Bidwell & Associates
Hawaii
$53K +$51.4K +1,001 +8,342%
Osaic Holdings
45
Osaic Holdings
Arizona
$49K -$4.31K -84 -8%
SFP
46
Sterling Financial Planning
New Jersey
$37K – – –
LFG
47
Larson Financial Group
Missouri
$21K +$20.5K +400 New
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$14K – – –
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$13K -$7.54K -147 -37%
TFS
50
TrustCore Financial Services
Tennessee
$7K – – –
1
2
3

SPGM Hedge Fund Activity: Q1 2021 in Review

58 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q1 2021, worth a combined $367M — down 7.7% from $398M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SPGM positions and 4 closed out — a net gain of 9 holders — while 18 added to existing stakes and 14 trimmed.

The largest buyer was Mariner Independent Advisor Network, opening a new position worth an estimated $8.78M. The largest seller was Stadion Money Management, cutting an estimated $14M.

  • 58 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q1 2021, up from 50 in Q4 2020.
  • Funds reported $367M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q1 2021, down 7.7% quarter-over-quarter.
  • 13 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q1 2021 and 4 closed out, a net change of +9 holders.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q1 2021 was Mariner Independent Advisor Network, an estimated $8.78M added.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q1 2021 was Stadion Money Management, an estimated $14M sold.

Based on aggregated 13F filings for Q1 2021.