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State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM

71 hedge funds and large institutions have $535M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 11

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

57% more capital invested

Capital invested by funds: $342M → $535M (+$193M)

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

15.94% more ownership

Funds ownership: 62.4% → 78.33% (+16%)

8% more funds holding

Funds holding: 66 → 71 (+5)

Holders
71
Holders Change
+5
Holders Change %
+7.58%
% of All Funds
1.09%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
14
Increased
36
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SFA
Sequoia Financial Advisors
Ohio
+$49.1M
2
Morgan Stanley
Morgan Stanley
New York
+$34.1M
3
LPL Financial
LPL Financial
California
+$15.8M
4
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
+$13.8M
5
Jane Street
Jane Street
New York
+$9.18M

Top Sellers

Rank Fund Capital Flow
1
PPA
Parametric Portfolio Associates
Washington
-$6.46M
2
GSEP
Golden State Equity Partners
California
-$4.03M
3
SMM
Stadion Money Management
Georgia
-$3.85M
4
CI
CX Institutional
Indiana
-$3.08M
5
JP Morgan Chase
JP Morgan Chase
New York
-$1.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
26
Golden State Wealth Management
California
$2.11M +$2.09M +36,410 New
DWP
27
Destiny Wealth Partners
Florida
$2.08M +$169K +2,954 +9%
FC
28
Financial Consulate
Maryland
$1.93M +$135K +2,349 +8%
GSEP
29
Golden State Equity Partners
California
$1.91M -$4.03M -70,374 -67%
LA
30
LVW Advisors
New York
$1.88M +$109K +1,899 +6%
GVAG
31
Great Valley Advisor Group
Delaware
$1.72M +$583K +10,179 +52%
SWP
32
Stratos Wealth Partners
Ohio
$1.49M +$337K +5,888 +30%
AWM
33
Act Wealth Management
Texas
$1.05M -$12.4K -216 -1%
UBS Group
34
UBS Group
Switzerland
$986K +$323K +5,631 +49%
PFA
35
Professional Financial Advisors
Nebraska
$973K -$16.2K -282 -2%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$956K +$844K +14,728 +813%
IWC
37
Integrated Wealth Concepts
Massachusetts
$935K +$121K +2,120 +15%
OMC
38
Old Mission Capital
Illinois
$922K +$525K +9,165 +135%
Osaic Holdings
39
Osaic Holdings
Arizona
$810K +$164K +2,869 +26%
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$803K +$29.2K +509 +4%
FPW
41
Flagship Private Wealth
Massachusetts
$728K +$20.8K +363 +3%
AWM
42
AE Wealth Management
Kansas
$684K -$3.09K -54 -0.5%
HighTower Advisors
43
HighTower Advisors
Illinois
$587K +$16.2K +283 +3%
JCM
44
Jacobi Capital Management
Pennsylvania
$560K +$78K +1,362 +16%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$514K +$84.9K +1,482 +20%
BA
46
Bridgewater Advisors
New York
$511K -$15.9K -277 -3%
Koshinski Asset Management
47
Koshinski Asset Management
Illinois
$428K +$3.72K +65 +0.9%
VCA
48
Verdence Capital Advisors
Maryland
$347K +$4.12K +72 +1%
PAG
49
Private Advisor Group
New Jersey
$321K +$93.8K +1,638 +42%
NFG
50
Next Financial Group
Texas
$275K – – –
1
2
3 4

SPGM Hedge Fund Activity: Q4 2021 in Review

71 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q4 2021, worth a combined $535M — up 57% from $342M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SPGM positions and 9 closed out — a net gain of 5 holders — while 36 added to existing stakes and 11 trimmed.

The largest buyer was Sequoia Financial Advisors, adding an estimated $49.1M. The largest seller was Parametric Portfolio Associates, exiting entirely with an estimated $6.46M sold.

  • 71 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q4 2021, up from 66 in Q3 2021.
  • Funds reported $535M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q4 2021, up 57% quarter-over-quarter.
  • 14 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q4 2021 and 9 closed out, a net change of +5 holders.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q4 2021 was Sequoia Financial Advisors, an estimated $49.1M added.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q4 2021 was Parametric Portfolio Associates, an estimated $6.46M sold.

Based on aggregated 13F filings for Q4 2021.