We are live on ! Find out more
SPGM icon

State Street SPDR Portfolio MSCI Global Stock Market ETF

74 hedge funds and large institutions have $339M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 18

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

4% more funds holding

Funds holding: 7174 (+3)

10.45% less ownership

Funds ownership: 78.33%67.88% (-10%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

37% less capital invested

Capital invested by funds: $535M → $339M (-$196M)

Holders
74
Holders Change
+3
Holders Change %
+4.23%
% of All Funds
1.17%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
10
Increased
33
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$1.81M +$1.04M +18,990 +136%
FPOC
27
Financial Planners of Cleveland
Ohio
$1.24M +$1.24M +22,684 New
AWM
28
Act Wealth Management
Texas
$1.16M +$165K +3,011 +17%
Morgan Stanley
29
Morgan Stanley
New York
$1.15M -$32.5M -594,428 -97%
IWC
30
Integrated Wealth Concepts
Massachusetts
$1.1M +$214K +3,903 +24%
UBS Group
31
UBS Group
Switzerland
$993K +$59K +1,078 +6%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$953K +$192K +3,504 +25%
Bank of America
33
Bank of America
North Carolina
$910K -$4.61M -84,233 -84%
OMC
34
Old Mission Capital
Illinois
$905K +$31.9K +583 +4%
PFA
35
Professional Financial Advisors
Nebraska
$794K -$128K -2,339 -14%
FPW
36
Flagship Private Wealth
Massachusetts
$692K +$1.75K +32 +0.3%
GVAG
37
Great Valley Advisor Group
Delaware
$668K -$960K -17,550 -59%
TWP
38
Total Wealth Planning
Ohio
$647K +$646K +11,803 New
AWM
39
AE Wealth Management
Kansas
$567K -$81K -1,480 -13%
JCM
40
Jacobi Capital Management
Pennsylvania
$520K -$10.6K -193 -2%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$488K +$492 +9 +0.1%
BA
42
Bridgewater Advisors
New York
$473K -$11.5K -210 -2%
WWM
43
Western Wealth Management
Colorado
$452K +$224K +4,100 +99%
5L
44
55I LLC
Massachusetts
$429K +$429K +7,835 New
FAIM
45
Financial Advocates Investment Management
Washington
$422K +$421K +7,705 New
Koshinski Asset Management
46
Koshinski Asset Management
Illinois
$416K +$10.4K +190 +3%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$398K -$7.55M -138,038 -95%
PAG
48
Private Advisor Group
New Jersey
$338K +$34K +621 +11%
VCA
49
Verdence Capital Advisors
Maryland
$329K
SWP
50
Stratos Wealth Partners
Ohio
$326K -$1.09M -19,841 -77%

SPGM Hedge Fund Activity: Q1 2022 in Review

74 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q1 2022, worth a combined $339M — down 37% from $535M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SPGM positions and 6 closed out — a net gain of 4 holders — while 33 added to existing stakes and 18 trimmed.

The largest buyer was Flow Traders U.S., adding an estimated $15M. The largest seller was Stadion Money Management, exiting entirely with an estimated $147M sold.

  • 74 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q1 2022, up from 71 in Q4 2021.
  • Funds reported $339M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q1 2022, down 37% quarter-over-quarter.
  • 10 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q1 2022 and 6 closed out, a net change of +4 holders.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q1 2022 was Flow Traders U.S., an estimated $15M added.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q1 2022 was Stadion Money Management, an estimated $147M sold.

Based on aggregated 13F filings for Q1 2022.