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SPDR Portfolio MSCI Global Stock Market ETF
SPGM

Overview Fund Activity

105 hedge funds and large institutions have $503M invested in 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
Holders
105
Holders Change
+6
Holders Change %
+6.06%
% of All Funds
1.54%
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

1
LPL Financial
LPL Financial
California
$119M
2
OMC
Old Mission Capital
Illinois
$4.62M
3
CI
CX Institutional
Indiana
$4.18M
4
BAM
Belpointe Asset Management
Nevada
$3.16M
5
TW
TrinityPoint Wealth
Connecticut
$3.06M

Top Sellers

1
FHA
Flagship Harbor Advisors
Massachusetts
$0
2
FTUS
Flow Traders U.S.
New York
$1.97M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
SCP
Syntal Capital Partners
Texas
$0
5
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DWP
26
Destiny Wealth Partners
Florida
$3.15M +$184K +3,379 +6%
TW
27
TrinityPoint Wealth
Connecticut
$3.06M +$3.06M +55,221 New
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$2.96M +$902K +16,296 +44%
AWS
29
Atria Wealth Solutions
New York
$2.84M -$191K -3,452 -6%
IGWM
30
ICA Group Wealth Management
Colorado
$2.67M +$577K +10,431 +28%
Osaic Holdings
31
Osaic Holdings
Arizona
$2.28M +$80.8K +1,460 +4%
GWWM
32
Great Waters Wealth Management
Minnesota
$2.22M -$351K -6,427 -14%
CAM
33
Cresset Asset Management
Illinois
$2.21M – – –
BL
34
Balentine LLC
Georgia
$2.13M +$77.9K +1,408 +4%
FC
35
Financial Consulate
Maryland
$2.02M -$107K -1,934 -5%
FTUS
36
Flow Traders U.S.
New York
$1.97M -$6.26M -113,096 -76%
AWM
37
Act Wealth Management
Texas
$1.9M +$22.3K +403 +1%
Corient Private Wealth
38
Corient Private Wealth
Florida
$1.75M +$4.32K +78 +0.2%
IFA
39
Interactive Financial Advisors
Illinois
$1.67M -$2.38M -12,381 -59%
GKWIM
40
Gerber Kawasaki Wealth & Investment Management
California
$1.49M +$121K +2,185 +9%
Prudential Financial
41
Prudential Financial
New Jersey
$1.44M -$148K -2,681 -9%
TVAMP
42
Tennessee Valley Asset Management Partners
Tennessee
$1.38M +$729K +13,173 +113%
Truist Financial
43
Truist Financial
North Carolina
$1.28M +$1.28M +23,153 New
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$1.14M +$647K +11,693 +132%
CPIG
45
Chicago Partners Investment Group
Illinois
$1.07M +$95.8K +1,726 +10%
Jane Street
46
Jane Street
New York
$1.05M +$11.9K +215 +1%
MFG
47
Merit Financial Group
Georgia
$945K -$60.6K -1,095 -6%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$918K +$6.37K +115 +0.7%
JCM
49
Jacobi Capital Management
Pennsylvania
$761K +$45.8K +827 +6%
FPW
50
Flagship Private Wealth
Massachusetts
$757K +$7.69K +139 +1%
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