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SPDR Portfolio MSCI Global Stock Market ETF
SPGM

Overview Fund Activity

99 hedge funds and large institutions have $438M invested in SPDR Portfolio MSCI Global Stock Market ETF in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+6
Holders Change %
+6.45%
% of All Funds
1.58%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
16
Increased
38
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$14.7M
2
LPL Financial
LPL Financial
California
$103M
3
FTUS
Flow Traders U.S.
New York
$7.51M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$7.95M
5
FHA
Flagship Harbor Advisors
Massachusetts
$6.62M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
2
PAG
Private Advisor Group
New Jersey
$38.3M
3
IUHSA
Itau Unibanco Holding S.A.
Brazil
$0
4
SCP
Syntal Capital Partners
Texas
$2.93M
5
IFA
Interactive Financial Advisors
Illinois
$1.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$2.55M +$136K +2,685 +6%
WSTAM
27
Wilbanks Smith & Thomas Asset Management
Virginia
$2.47M +$2.47M +48,832 New
GWWM
28
Great Waters Wealth Management
Minnesota
$2.36M -$52.1K -1,036 -2%
CAM
29
Cresset Asset Management
Illinois
$2.02M – – –
Osaic Holdings
30
Osaic Holdings
Arizona
$2M +$1.01M +19,984 +102%
FC
31
Financial Consulate
Maryland
$1.94M -$60.1K -1,191 -3%
IGWM
32
ICA Group Wealth Management
Colorado
$1.9M +$6.06K +120 +0.3%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$1.88M +$167K +3,317 +10%
BL
34
Balentine LLC
Georgia
$1.88M +$4.34K +86 +0.2%
AWM
35
Act Wealth Management
Texas
$1.72M -$21.5K -425 -1%
IWM
36
IHT Wealth Management
Illinois
$1.67M +$1.67M +33,020 New
Corient Private Wealth
37
Corient Private Wealth
Florida
$1.6M -$50 -1 -0%
Cerity Partners
38
Cerity Partners
New York
$1.58M +$863K +17,094 +121%
Prudential Financial
39
Prudential Financial
New Jersey
$1.45M +$54.6K +1,082 +4%
GKWIM
40
Gerber Kawasaki Wealth & Investment Management
California
$1.25M -$27.7K -548 -2%
IFA
41
Interactive Financial Advisors
Illinois
$1.06M -$1.5M -29,633 -58%
CRI
42
Colonial River Investments
Virginia
$976K +$976K +19,338 New
Jane Street
43
Jane Street
New York
$949K -$476K -9,430 -33%
MFG
44
Merit Financial Group
Georgia
$918K -$138K -2,739 -13%
CPIG
45
Chicago Partners Investment Group
Illinois
$857K +$270K +5,497 +46%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$832K +$45.9K +909 +6%
CAPTRUST Financial Advisors
47
CAPTRUST Financial Advisors
North Carolina
$690K -$9.69K -192 -1%
RA
48
RFG Advisory
Alabama
$689K +$113K +2,245 +20%
FPW
49
Flagship Private Wealth
Massachusetts
$684K +$26K +514 +4%
JCM
50
Jacobi Capital Management
Pennsylvania
$653K +$58.3K +1,154 +10%
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