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State Street SPDR Portfolio MSCI Global Stock Market ETF

93 hedge funds and large institutions have $409M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 42 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 28

0% more funds holding

Funds holding: 9393 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

2.17% less ownership

Funds ownership: 72.3%70.13% (-2.2%)

5% less capital invested

Capital invested by funds: $433M → $409M (-$23.3M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
93
Holders Change
Holders Change %
0%
% of All Funds
1.46%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
8
Increased
42
Reduced
28
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
26
Cresset Asset Management
Illinois
$2.09M
FC
27
Financial Consulate
Maryland
$2.07M -$29.9K -590 -1%
IGWM
28
ICA Group Wealth Management
Colorado
$1.97M +$127K +2,503 +7%
BL
29
Balentine LLC
Georgia
$1.94M -$135K -2,662 -7%
AWM
30
Act Wealth Management
Texas
$1.8M +$149K +2,943 +9%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$1.77M +$174K +3,443 +11%
Corient Private Wealth
32
Corient Private Wealth
Florida
$1.65M +$68.4K +1,350 +4%
Jane Street
33
Jane Street
New York
$1.48M -$5.46M -107,868 -79%
Prudential Financial
34
Prudential Financial
New Jersey
$1.45M +$114K +2,252 +9%
GKWIM
35
Gerber Kawasaki Wealth & Investment Management
California
$1.33M -$39.7K -784 -3%
OMC
36
Old Mission Capital
Illinois
$1.23M +$103K +2,024 +9%
MFG
37
Merit Financial Group
Georgia
$1.09M -$354K -6,995 -25%
Osaic Holdings
38
Osaic Holdings
Arizona
$1.03M -$106K -2,097 -10%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$814K +$192K +3,795 +32%
FAIM
40
Financial Advocates Investment Management
Washington
$756K -$3.6M -71,050 -83%
Cerity Partners
41
Cerity Partners
New York
$740K +$716K +14,136 New
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$725K -$151K -2,972 -18%
FPW
43
Flagship Private Wealth
Massachusetts
$682K +$7.6K +150 +1%
RJA
44
Raymond James & Associates
Florida
$675K -$107K -2,120 -14%
CPIG
45
Chicago Partners Investment Group
Illinois
$635K +$57.5K +1,136 +10%
JCM
46
Jacobi Capital Management
Pennsylvania
$616K +$13.6K +269 +2%
APWA
47
Atlas Private Wealth Advisors
New Jersey
$609K +$286K +5,656 +95%
RA
48
RFG Advisory
Alabama
$596K +$57.5K +1,136 +11%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$591K +$9.42K +186 +2%
PFA
50
Professional Financial Advisors
Nebraska
$580K -$172K -3,404 -23%

SPGM Hedge Fund Activity: Q2 2023 in Review

93 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q2 2023, worth a combined $409M — down 5.4% from $433M a quarter earlier.

Fund positioning in SPGM was balanced in Q2 2023: 8 funds opened new positions, 8 closed out, 42 added to existing stakes and 28 trimmed.

The largest buyer was LPL Financial, adding an estimated $10.5M. The largest seller was Stadion Money Management, exiting entirely with an estimated $43M sold.

  • 93 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $409M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q2 2023, down 5.4% quarter-over-quarter.
  • 8 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q2 2023 and 8 closed out, a net change of 0 holders.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q2 2023 was LPL Financial, an estimated $10.5M added.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q2 2023 was Stadion Money Management, an estimated $43M sold.

Based on aggregated 13F filings for Q2 2023.