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SPDR Portfolio MSCI Global Stock Market ETF
SPGM

Overview Fund Activity

66 hedge funds and large institutions have $342M invested in 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
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

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$8.64M
2
LPL Financial
LPL Financial
California
+$6.09M
3
Jane Street
Jane Street
New York
+$1.58M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$1.29M
5
Bank of America
Bank of America
North Carolina
+$1.18M

Top Sellers

1
SFA
Sequoia Financial Advisors
Ohio
-$43.8M
2
Morgan Stanley
Morgan Stanley
New York
-$38.7M
3
SMM
Stadion Money Management
Georgia
-$9.44M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$6.57M
5
CI
CX Institutional
Indiana
-$3.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
GVAG
26
Great Valley Advisor Group
Delaware
$1.07M -$128K -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 -$76.5K -1,397 -9%
IWC
30
Integrated Wealth Concepts
Massachusetts
$769K +$769K +14,051 New
CAPTRUST Financial Advisors
31
CAPTRUST Financial Advisors
North Carolina
$732K +$11K +201 +2%
FPW
32
Flagship Private Wealth
Massachusetts
$669K +$47.5K +868 +8%
AWM
33
AE Wealth Management
Kansas
$650K +$29.5K +539 +5%
UBS Group
34
UBS Group
Switzerland
$625K -$9.04K -165 -1%
Osaic Holdings
35
Osaic Holdings
Arizona
$610K +$404K +7,380 +196%
HighTower Advisors
36
HighTower Advisors
Illinois
$536K +$16.6K +307 +3%
BA
37
Bridgewater Advisors
New York
$499K -$61.2K -1,118 -11%
AWA
38
Arkadios Wealth Advisors
Georgia
$482K +$482K +8,811 New
JCM
39
Jacobi Capital Management
Pennsylvania
$455K +$27.7K +506 +6%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$406K +$406K +7,412 New
Koshinski Asset Management
41
Koshinski Asset Management
Illinois
$401K +$134K +2,444 +50%
OMC
42
Old Mission Capital
Illinois
$371K +$371K +6,771 New
VCA
43
Verdence Capital Advisors
Maryland
$324K – – –
FAIM
44
Financial Advocates Investment Management
Washington
$261K +$261K +4,761 New
NFG
45
Next Financial Group
Texas
$260K – – –
SW
46
SVB Wealth
Massachusetts
$225K -$24.1K -440 -10%
PAG
47
Private Advisor Group
New Jersey
$214K +$214K +3,915 New
MA
48
MCF Advisors
Kentucky
$178K -$1.04K -19 -0.6%
FWP
49
FAS Wealth Partners
Kansas
$171K – – –
BAM
50
Belpointe Asset Management
Nevada
$129K +$129K +2,359 New
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