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State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM

66 hedge funds and large institutions have $342M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

21% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 19

2% more funds holding

Funds holding: 65 → 66 (+1)

11.39% less ownership

Funds ownership: 73.78% → 62.4% (-11%)

21% less capital invested

Capital invested by funds: $434M → $342M (-$92.6M)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
66
Holders Change
+1
Holders Change %
+1.54%
% of All Funds
1.16%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
10
Increased
23
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$8.87M
2
LPL Financial
LPL Financial
California
+$6.25M
3
Jane Street
Jane Street
New York
+$1.62M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$1.32M
5
Bank of America
Bank of America
North Carolina
+$1.21M

Top Sellers

Rank Fund Capital Flow
1
SFA
Sequoia Financial Advisors
Ohio
-$44.9M
2
Morgan Stanley
Morgan Stanley
New York
-$39.7M
3
SMM
Stadion Money Management
Georgia
-$9.68M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$6.74M
5
CI
CX Institutional
Indiana
-$3.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
GVAG
26
Great Valley Advisor Group
Delaware
$1.07M -$131K -2,341 -11%
AWM
27
Act Wealth Management
Texas
$1.02M – – –
PFA
28
Professional Financial Advisors
Nebraska
$937K – – –
TWP
29
Total Wealth Planning
Ohio
$775K -$78.4K -1,397 -9%
IWC
30
Integrated Wealth Concepts
Massachusetts
$769K +$789K +14,051 New
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$732K +$11.3K +201 +2%
FPW
32
Flagship Private Wealth
Massachusetts
$669K +$48.7K +868 +8%
AWM
33
AE Wealth Management
Kansas
$650K +$30.3K +539 +5%
UBS Group
34
UBS Group
Switzerland
$625K -$9.26K -165 -1%
Osaic Holdings
35
Osaic Holdings
Arizona
$610K +$414K +7,380 +196%
HighTower Advisors
36
HighTower Advisors
Illinois
$536K +$17.2K +307 +3%
BA
37
Bridgewater Advisors
New York
$499K -$62.8K -1,118 -11%
AWA
38
Arkadios Wealth Advisors
Georgia
$482K +$495K +8,811 New
JCM
39
Jacobi Capital Management
Pennsylvania
$455K +$28.4K +506 +6%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$406K +$416K +7,412 New
Koshinski Asset Management
41
Koshinski Asset Management
Illinois
$401K +$137K +2,444 +50%
OMC
42
Old Mission Capital
Illinois
$371K +$380K +6,771 New
VCA
43
Verdence Capital Advisors
Maryland
$324K – – –
FAIM
44
Financial Advocates Investment Management
Washington
$261K +$267K +4,761 New
NFG
45
Next Financial Group
Texas
$260K – – –
SW
46
SVB Wealth
Massachusetts
$225K -$24.7K -440 -10%
PAG
47
Private Advisor Group
New Jersey
$214K +$220K +3,915 New
MA
48
MCF Advisors
Kentucky
$178K -$1.07K -19 -0.6%
FWP
49
FAS Wealth Partners
Kansas
$171K – – –
BAM
50
Belpointe Asset Management
Nevada
$129K +$132K +2,359 New
1
2
3

SPGM Hedge Fund Activity: Q3 2021 in Review

66 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q3 2021, worth a combined $342M — down 21% from $434M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SPGM positions and 8 closed out — a net gain of 2 holders — while 23 added to existing stakes and 19 trimmed.

The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $8.87M. The largest seller was Sequoia Financial Advisors, cutting an estimated $44.9M.

  • 66 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q3 2021, up from 65 in Q2 2021.
  • Funds reported $342M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q3 2021, down 21% quarter-over-quarter.
  • 10 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q3 2021 and 8 closed out, a net change of +2 holders.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q3 2021 was Commonwealth Equity Services, an estimated $8.87M added.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q3 2021 was Sequoia Financial Advisors, an estimated $44.9M sold.

Based on aggregated 13F filings for Q3 2021.