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SPDR Portfolio MSCI Global Stock Market ETF
SPGM

Overview Fund Activity

93 hedge funds and large institutions have $433M invested in SPDR Portfolio MSCI Global Stock Market ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+8
Holders Change %
+9.41%
% of All Funds
1.49%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
16
Increased
30
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SMM
Stadion Money Management
Georgia
+$43M
2
LPL Financial
LPL Financial
California
+$9.48M
3
SCP
Syntal Capital Partners
Texas
+$6.86M
4
Jane Street
Jane Street
New York
+$5.98M
5
IUHSA
Itau Unibanco Holding S.A.
Brazil
+$3.95M

Top Sellers

1
PAG
Private Advisor Group
New Jersey
-$4.32M
2
Mariner
Mariner
Kansas
-$4.14M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$3.16M
4
SFA
Sequoia Financial Advisors
Ohio
-$2.49M
5
MFG
Merit Financial Group
Georgia
-$2.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWWM
26
Great Waters Wealth Management
Minnesota
$2.56M -$118K -2,347 -4%
IFA
27
Interactive Financial Advisors
Illinois
$2.47M -$358K -7,178 -13%
GSEP
28
Golden State Equity Partners
California
$2.18M +$2.18M +43,713 New
FC
29
Financial Consulate
Maryland
$2.01M +$92.2K +1,849 +5%
CAM
30
Cresset Asset Management
Illinois
$1.99M – – –
BL
31
Balentine LLC
Georgia
$1.98M -$912K -18,290 -32%
DWP
32
Destiny Wealth Partners
Florida
$1.82M +$72K +1,444 +4%
IGWM
33
ICA Group Wealth Management
Colorado
$1.75M +$237K +4,745 +16%
AWM
34
Act Wealth Management
Texas
$1.57M +$100K +2,013 +7%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$1.52M +$1.19M +23,957 +371%
Corient Private Wealth
36
Corient Private Wealth
Florida
$1.51M -$125K -2,516 -8%
MFG
37
Merit Financial Group
Georgia
$1.39M -$2.04M -40,896 -59%
GKWIM
38
Gerber Kawasaki Wealth & Investment Management
California
$1.3M +$130K +2,606 +11%
Prudential Financial
39
Prudential Financial
New Jersey
$1.27M +$1.27M +25,414 New
Mariner
40
Mariner
Kansas
$1.2M -$4.14M -82,940 -78%
Osaic Holdings
41
Osaic Holdings
Arizona
$1.09M -$313K -6,286 -22%
OMC
42
Old Mission Capital
Illinois
$1.07M +$1.07M +21,396 New
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$839K – – –
PFA
44
Professional Financial Advisors
Nebraska
$794K +$156K +2,843 +24%
RJA
45
Raymond James & Associates
Florida
$749K -$191K -3,831 -20%
FPW
46
Flagship Private Wealth
Massachusetts
$642K -$1.65K -33 -0.3%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$586K -$540K -10,839 -48%
JCM
48
Jacobi Capital Management
Pennsylvania
$574K -$67.7K -1,358 -11%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$554K -$3.16M -63,437 -85%
CPIG
50
Chicago Partners Investment Group
Illinois
$547K +$1.01K +20 +0.2%
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