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State Street SPDR Portfolio MSCI Global Stock Market ETF

74 hedge funds and large institutions have $284M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

4% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 23

0% more funds holding

Funds holding: 7474 (0)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

2.98% less ownership

Funds ownership: 67.88%64.9% (-3%)

16% less capital invested

Capital invested by funds: $339M → $284M (-$55M)

Holders
74
Holders Change
Holders Change %
0%
% of All Funds
1.25%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
13
Increased
24
Reduced
23
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
26
Atria Wealth Solutions
New York
$1.57M +$1.71M +34,243 New
Bank of America
27
Bank of America
North Carolina
$1.36M +$644K +12,900 +78%
IWC
28
Integrated Wealth Concepts
Massachusetts
$1.18M +$274K +5,477 +27%
UBS Group
29
UBS Group
Switzerland
$1.06M +$250K +5,009 +28%
AWM
30
Act Wealth Management
Texas
$972K -$350 -7 -0%
GWM
31
Geneos Wealth Management
Colorado
$929K -$7.48M -149,766 -88%
Morgan Stanley
32
Morgan Stanley
New York
$860K -$110K -2,205 -11%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$800K +$749 +15 +0.1%
B
34
Brightworth
Georgia
$793K +$861K +17,232 New
OMC
35
Old Mission Capital
Illinois
$760K
BlackRock
36
BlackRock
New York
$747K +$808K +16,178 +23,446%
TWP
37
Total Wealth Planning
Ohio
$627K +$90.8K +1,817 +15%
5L
38
55I LLC
Massachusetts
$595K +$255K +5,107 +65%
FPW
39
Flagship Private Wealth
Massachusetts
$587K +$6.75K +135 +1%
PFA
40
Professional Financial Advisors
Nebraska
$541K -$137K -2,734 -19%
JCM
41
Jacobi Capital Management
Pennsylvania
$454K +$19.2K +384 +4%
BA
42
Bridgewater Advisors
New York
$386K -$12.3K -246 -3%
IGWM
43
ICA Group Wealth Management
Colorado
$384K +$385K +7,705 New
WWM
44
Western Wealth Management
Colorado
$381K +$100 +2 +0%
FWA
45
FSM Wealth Advisors
Ohio
$365K +$370K +7,402 New
Koshinski Asset Management
46
Koshinski Asset Management
Illinois
$344K -$4.9K -98 -1%
APWA
47
Atlas Private Wealth Advisors
New Jersey
$314K +$71.8K +1,437 +27%
MFG
48
Merit Financial Group
Georgia
$314K +$341K +6,824 New
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$286K -$134K -2,680 -30%
VCA
50
Verdence Capital Advisors
Maryland
$279K +$3.2K +64 +1%

SPGM Hedge Fund Activity: Q2 2022 in Review

74 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q2 2022, worth a combined $284M — down 16% from $339M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SPGM positions and 11 closed out — a net gain of 2 holders — while 24 added to existing stakes and 23 trimmed.

The largest buyer was Private Advisor Group, adding an estimated $24M. The largest seller was Flow Traders U.S., cutting an estimated $13.6M.

  • 74 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $284M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q2 2022, down 16% quarter-over-quarter.
  • 13 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q2 2022 and 11 closed out, a net change of +2 holders.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q2 2022 was Private Advisor Group, an estimated $24M added.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q2 2022 was Flow Traders U.S., an estimated $13.6M sold.

Based on aggregated 13F filings for Q2 2022.