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State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM

79 hedge funds and large institutions have $301M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 17

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

7% more funds holding

Funds holding: 74 → 79 (+5)

6% more capital invested

Capital invested by funds: $284M → $301M (+$16.8M)

3.86% more ownership

Funds ownership: 64.9% → 68.77% (+3.9%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
79
Holders Change
+5
Holders Change %
+6.76%
% of All Funds
1.36%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
11
Increased
32
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAG
Private Advisor Group
New Jersey
+$16.8M
2
FTUS
Flow Traders U.S.
New York
+$9.7M
3
LPL Financial
LPL Financial
California
+$8.69M
4
Jane Street
Jane Street
New York
+$8.59M
5
IFA
Interactive Financial Advisors
Illinois
+$2.27M

Top Sellers

Rank Fund Capital Flow
1
KPW
Kore Private Wealth
New York
-$4.04M
2
MIAN
Mariner Independent Advisor Network
Kansas
-$3.88M
3
BL
Balentine LLC
Georgia
-$2.39M
4
SFA
Sequoia Financial Advisors
Ohio
-$1.45M
5
FAIM
Financial Advocates Investment Management
Washington
-$847K
Name Holding Trade Value Shares
Change 		Change in
Stake
DWP
26
Destiny Wealth Partners
Florida
$1.57M +$8.67K +183 +0.5%
Bank of America
27
Bank of America
North Carolina
$1.41M +$162K +3,421 +12%
Osaic Holdings
28
Osaic Holdings
Arizona
$1.27M -$298K -6,291 -18%
Citadel Advisors
29
Citadel Advisors
Florida
$1.26M +$1.4M +29,554 New
IWC
30
Integrated Wealth Concepts
Massachusetts
$1.17M +$84.5K +1,783 +7%
AWM
31
Act Wealth Management
Texas
$1.17M +$289K +6,106 +29%
Ameriprise
32
Ameriprise
Minnesota
$1.01M +$1.12M +23,671 New
Morgan Stanley
33
Morgan Stanley
New York
$995K +$216K +4,563 +24%
Bank of Nova Scotia
34
Bank of Nova Scotia
Ontario, Canada
$890K -$678K -14,300 -41%
GWM
35
Geneos Wealth Management
Colorado
$887K +$31.5K +665 +3%
B
36
Brightworth
Georgia
$758K +$23K +486 +3%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$746K +$1.42K +30 +0.2%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$652K +$659K +13,910 +1,045%
IGWM
39
ICA Group Wealth Management
Colorado
$647K +$352K +7,419 +96%
TWP
40
Total Wealth Planning
Ohio
$583K +$190 +4 +0%
BWFA
41
Baltimore-Washington Financial Advisors
Maryland
$556K +$61.6K +1,299 New
FPW
42
Flagship Private Wealth
Massachusetts
$546K – – –
PFA
43
Professional Financial Advisors
Nebraska
$501K -$2.18K -46 -0.4%
5L
44
55I LLC
Massachusetts
$470K -$92.5K -1,951 -15%
JCM
45
Jacobi Capital Management
Pennsylvania
$459K +$41.1K +868 +9%
CPIG
46
Chicago Partners Investment Group
Illinois
$427K +$442K +9,329 New
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$371K +$411K +8,667 New
WWM
48
Western Wealth Management
Colorado
$347K -$8.15K -172 -2%
FWA
49
FSM Wealth Advisors
Ohio
$325K +$9.15K +193 +3%
MFG
50
Merit Financial Group
Georgia
$324K +$35.4K +747 +11%
1
2
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SPGM Hedge Fund Activity: Q3 2022 in Review

79 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q3 2022, worth a combined $301M — up 5.9% from $284M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SPGM positions and 6 closed out — a net gain of 5 holders — while 32 added to existing stakes and 17 trimmed.

The largest buyer was Private Advisor Group, adding an estimated $16.8M. The largest seller was Kore Private Wealth, exiting entirely with an estimated $4.04M sold.

  • 79 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q3 2022, up from 74 in Q2 2022.
  • Funds reported $301M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q3 2022, up 5.9% quarter-over-quarter.
  • 11 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q3 2022 and 6 closed out, a net change of +5 holders.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q3 2022 was Private Advisor Group, an estimated $16.8M added.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q3 2022 was Kore Private Wealth, an estimated $4.04M sold.

Based on aggregated 13F filings for Q3 2022.