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State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM

85 hedge funds and large institutions have $302M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 19 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

74% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 19

8% more funds holding

Funds holding: 79 → 85 (+6)

1.42% more ownership

Funds ownership: 68.77% → 70.19% (+1.4%)

1% more capital invested

Capital invested by funds: $301M → $302M (+$1.82M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
85
Holders Change
+6
Holders Change %
+7.59%
% of All Funds
1.37%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
22
Increased
33
Reduced
19
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$15M
2
MIH
Meitav Investment House
Israel
+$7.6M
3
Mariner
Mariner
Kansas
+$4.96M
4
UBS Group
UBS Group
Switzerland
+$4.06M
5
PAG
Private Advisor Group
New Jersey
+$3.76M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$11.3M
2
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
-$7.88M
3
Jane Street
Jane Street
New York
-$7.66M
4
IUHSA
Itau Unibanco Holding S.A.
Brazil
-$3.39M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
FC
26
Financial Consulate
Maryland
$1.79M -$12.2K -263 -0.7%
DWP
27
Destiny Wealth Partners
Florida
$1.64M -$73.8K -1,591 -4%
Corient Private Wealth
28
Corient Private Wealth
Florida
$1.53M +$1.52M +32,764 New
IGWM
29
ICA Group Wealth Management
Colorado
$1.42M +$708K +15,253 +101%
AWM
30
Act Wealth Management
Texas
$1.37M +$104K +2,250 +8%
Osaic Holdings
31
Osaic Holdings
Arizona
$1.31M -$71.5K -1,541 -5%
GKWIM
32
Gerber Kawasaki Wealth & Investment Management
California
$1.1M -$7.88M -169,885 -88%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$1.05M +$342K +7,361 +48%
Ameriprise
34
Ameriprise
Minnesota
$1.05M -$53.8K -1,160 -5%
BlackRock
35
BlackRock
New York
$1.03M +$1.02M +22,025 +146,833%
RJA
36
Raymond James & Associates
Florida
$879K +$875K +18,856 New
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$784K -$28.2K -607 -3%
Jane Street
38
Jane Street
New York
$752K -$7.66M -165,085 -91%
FPW
39
Flagship Private Wealth
Massachusetts
$602K +$7.24K +156 +1%
JCM
40
Jacobi Capital Management
Pennsylvania
$600K +$98.7K +2,128 +20%
FHA
41
Flagship Harbor Advisors
Massachusetts
$583K +$326K +7,031 +128%
RA
42
RFG Advisory
Alabama
$554K +$508K +10,952 New
CPIG
43
Chicago Partners Investment Group
Illinois
$548K +$69.4K +1,495 +16%
PFA
44
Professional Financial Advisors
Nebraska
$543K -$2.92K -63 -0.5%
TWP
45
Total Wealth Planning
Ohio
$497K -$138K -2,971 -22%
CMBA
46
C.M. Bidwell & Associates
Hawaii
$390K +$114K +2,454 +41%
FWA
47
FSM Wealth Advisors
Ohio
$365K +$11.1K +240 +3%
Koshinski Asset Management
48
Koshinski Asset Management
Illinois
$350K -$2.37K -51 -0.7%
APWA
49
Atlas Private Wealth Advisors
New Jersey
$316K +$1.62K +35 +0.5%
NECFA
50
New England Capital Financial Advisors
Connecticut
$306K +$288K +6,208 New
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SPGM Hedge Fund Activity: Q4 2022 in Review

85 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q4 2022, worth a combined $302M — up 0.61% from $301M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SPGM positions and 12 closed out — a net gain of 10 holders — while 33 added to existing stakes and 19 trimmed.

The largest buyer was LPL Financial, adding an estimated $15M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $11.3M sold.

  • 85 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q4 2022, up from 79 in Q3 2022.
  • Funds reported $302M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q4 2022, up 0.61% quarter-over-quarter.
  • 22 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q4 2022 and 12 closed out, a net change of +10 holders.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q4 2022 was LPL Financial, an estimated $15M added.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q4 2022 was Flow Traders U.S., an estimated $11.3M sold.

Based on aggregated 13F filings for Q4 2022.