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State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM

105 hedge funds and large institutions have $503M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 46 increasing their positions, 24 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 24

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

15% more capital invested

Capital invested by funds: $438M → $503M (+$64.7M)

6% more funds holding

Funds holding: 99 → 105 (+6)

2.64% more ownership

Funds ownership: 71.4% → 74.04% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

Holders
105
Holders Change
+6
Holders Change %
+6.06%
% of All Funds
1.53%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
22
Increased
46
Reduced
24
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$5.74M
2
OMC
Old Mission Capital
Illinois
+$4.34M
3
CI
CX Institutional
Indiana
+$3.92M
4
BAM
Belpointe Asset Management
Nevada
+$2.96M
5
TW
TrinityPoint Wealth
Connecticut
+$2.87M

Top Sellers

Rank Fund Capital Flow
1
FHA
Flagship Harbor Advisors
Massachusetts
-$6.62M
2
FTUS
Flow Traders U.S.
New York
-$5.87M
3
Citadel Advisors
Citadel Advisors
Florida
-$4.92M
4
SCP
Syntal Capital Partners
Texas
-$2.93M
5
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
-$2.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
DWP
26
Destiny Wealth Partners
Florida
$3.15M +$175K +3,379 +6%
TW
27
TrinityPoint Wealth
Connecticut
$3.06M +$2.87M +55,221 New
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$2.96M +$846K +16,296 +44%
AWS
29
Atria Wealth Solutions
New York
$2.84M -$179K -3,452 -6%
IGWM
30
ICA Group Wealth Management
Colorado
$2.67M +$541K +10,431 +28%
Osaic Holdings
31
Osaic Holdings
Arizona
$2.28M +$75.8K +1,460 +4%
GWWM
32
Great Waters Wealth Management
Minnesota
$2.22M -$334K -6,427 -14%
CAM
33
Cresset Asset Management
Illinois
$2.21M – – –
BL
34
Balentine LLC
Georgia
$2.13M +$73.1K +1,408 +4%
FC
35
Financial Consulate
Maryland
$2.02M -$100K -1,934 -5%
FTUS
36
Flow Traders U.S.
New York
$1.97M -$5.87M -113,096 -76%
AWM
37
Act Wealth Management
Texas
$1.9M +$20.9K +403 +1%
Corient Private Wealth
38
Corient Private Wealth
Florida
$1.75M +$4.05K +78 +0.2%
IFA
39
Interactive Financial Advisors
Illinois
$1.67M -$643K -12,381 -59%
GKWIM
40
Gerber Kawasaki Wealth & Investment Management
California
$1.49M +$113K +2,185 +9%
Prudential Financial
41
Prudential Financial
New Jersey
$1.44M -$139K -2,681 -9%
TVAMP
42
Tennessee Valley Asset Management Partners
Tennessee
$1.38M +$684K +13,173 +113%
Truist Financial
43
Truist Financial
North Carolina
$1.28M +$1.2M +23,153 New
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$1.14M +$607K +11,693 +132%
CPIG
45
Chicago Partners Investment Group
Illinois
$1.07M +$89.6K +1,726 +10%
Jane Street
46
Jane Street
New York
$1.05M +$11.2K +215 +1%
MFG
47
Merit Financial Group
Georgia
$945K -$56.8K -1,095 -6%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$918K +$5.97K +115 +0.7%
JCM
49
Jacobi Capital Management
Pennsylvania
$761K +$42.9K +827 +6%
FPW
50
Flagship Private Wealth
Massachusetts
$757K +$7.21K +139 +1%
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SPGM Hedge Fund Activity: Q4 2023 in Review

105 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q4 2023, worth a combined $503M — up 15% from $438M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SPGM positions and 16 closed out — a net gain of 6 holders — while 46 added to existing stakes and 24 trimmed.

The largest buyer was LPL Financial, adding an estimated $5.74M. The largest seller was Flagship Harbor Advisors, exiting entirely with an estimated $6.62M sold.

  • 105 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q4 2023, up from 99 in Q3 2023.
  • Funds reported $503M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q4 2023, up 15% quarter-over-quarter.
  • 22 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q4 2023 and 16 closed out, a net change of +6 holders.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q4 2023 was LPL Financial, an estimated $5.74M added.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q4 2023 was Flagship Harbor Advisors, an estimated $6.62M sold.

Based on aggregated 13F filings for Q4 2023.