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State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM

65 hedge funds and large institutions have $434M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

69% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 16

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

18% more capital invested

Capital invested by funds: $367M → $434M (+$66.9M)

12% more funds holding

Funds holding: 58 → 65 (+7)

5.72% more ownership

Funds ownership: 68.06% → 73.78% (+5.7%)

Holders
65
Holders Change
+7
Holders Change %
+12.07%
% of All Funds
1.13%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
11
Increased
27
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFA
Sequoia Financial Advisors
Ohio
+$26.6M
2
Legal & General Group
Legal & General Group
United Kingdom
+$22.7M
3
CI
CX Institutional
Indiana
+$6.89M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$6.43M
5
FTUS
Flow Traders U.S.
New York
+$5.26M

Top Sellers

Rank Fund Capital Flow
1
SMM
Stadion Money Management
Georgia
-$13.1M
2
Morgan Stanley
Morgan Stanley
New York
-$9.81M
3
GWM
Geneos Wealth Management
Colorado
-$5.35M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$4.92M
5
PPA
Parametric Portfolio Associates
Washington
-$671K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
26
Professional Financial Advisors
Nebraska
$950K -$5.9K -108 -0.6%
TWP
27
Total Wealth Planning
Ohio
$863K -$59.7K -1,093 -7%
FC
28
Ferris Capital
Massachusetts
$863K +$850K +15,549 New
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$731K – – –
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$708K +$398K +7,274 +133%
UBS Group
31
UBS Group
Switzerland
$643K -$21.5K -394 -3%
FPW
32
Flagship Private Wealth
Massachusetts
$632K +$44.1K +806 +8%
AWM
33
AE Wealth Management
Kansas
$629K +$45.5K +832 +8%
BA
34
Bridgewater Advisors
New York
$568K +$147K +2,683 +36%
HighTower Advisors
35
HighTower Advisors
Illinois
$527K +$80K +1,464 +18%
JCM
36
Jacobi Capital Management
Pennsylvania
$433K -$2.95K -54 -0.7%
VCA
37
Verdence Capital Advisors
Maryland
$329K +$2.51K +46 +0.8%
Koshinski Asset Management
38
Koshinski Asset Management
Illinois
$271K -$46K -841 -15%
NFG
39
Next Financial Group
Texas
$264K – – –
Bank of America
40
Bank of America
North Carolina
$253K +$38.2K +698 +18%
SW
41
SVB Wealth
Massachusetts
$252K -$198K -3,626 -44%
WWM
42
Western Wealth Management
Colorado
$229K +$984 +18 +0.4%
Osaic Holdings
43
Osaic Holdings
Arizona
$209K +$155K +2,841 +310%
MA
44
MCF Advisors
Kentucky
$182K +$711 +13 +0.4%
FWP
45
FAS Wealth Partners
Kansas
$174K +$656 +12 +0.4%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$109K – – –
PMFA
47
Plante Moran Financial Advisors
Michigan
$97K – – –
APW
48
Acima Private Wealth
Virginia
$84K – – –
SWM
49
Spire Wealth Management
Virginia
$76K -$235K -4,293 -76%
CMBA
50
C.M. Bidwell & Associates
Hawaii
$56K – – –
1
2
3

SPGM Hedge Fund Activity: Q2 2021 in Review

65 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q2 2021, worth a combined $434M — up 18% from $367M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SPGM positions and 4 closed out — a net gain of 7 holders — while 27 added to existing stakes and 16 trimmed.

The largest buyer was Sequoia Financial Advisors, adding an estimated $26.6M. The largest seller was Stadion Money Management, cutting an estimated $13.1M.

  • 65 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q2 2021, up from 58 in Q1 2021.
  • Funds reported $434M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q2 2021, up 18% quarter-over-quarter.
  • 11 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q2 2021 and 4 closed out, a net change of +7 holders.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q2 2021 was Sequoia Financial Advisors, an estimated $26.6M added.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q2 2021 was Stadion Money Management, an estimated $13.1M sold.

Based on aggregated 13F filings for Q2 2021.