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State Street SPDR Portfolio MSCI Global Stock Market ETF

122 hedge funds and large institutions have $579M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 44 increasing their positions, 30 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 5

47% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 30

16% more funds holding

Funds holding: 105122 (+17)

15% more capital invested

Capital invested by funds: $503M → $579M (+$76.1M)

0.56% more ownership

Funds ownership: 74.04%74.6% (+0.56%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
122
Holders Change
+17
Holders Change %
+16.19%
% of All Funds
1.76%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
23
Increased
44
Reduced
30
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$3.2M +$714K +12,524 +30%
Morgan Stanley
27
Morgan Stanley
New York
$3.1M -$2.68M -47,082 -48%
AWS
28
Atria Wealth Solutions
New York
$2.85M -$207K -3,639 -7%
IFA
29
Interactive Financial Advisors
Illinois
$2.8M +$2.18M +38,257 +441%
Jane Street
30
Jane Street
New York
$2.8M +$1.59M +27,918 +147%
BL
31
Balentine LLC
Georgia
$2.73M +$406K +7,127 +18%
IGWM
32
ICA Group Wealth Management
Colorado
$2.44M -$412K -7,227 -15%
FHA
33
Flagship Harbor Advisors
Massachusetts
$2.44M +$2.33M +40,911 New
DWP
34
Destiny Wealth Partners
Florida
$2.43M -$973K -17,074 -30%
GWWM
35
Great Waters Wealth Management
Minnesota
$2.39M -$33.8K -594 -1%
CAM
36
Cresset Asset Management
Illinois
$2.39M
FC
37
Financial Consulate
Maryland
$2.31M +$122K +2,149 +6%
E3F
38
Eight 31 Financial
Texas
$2.26M -$1.78M -31,218 -45%
Prudential Financial
39
Prudential Financial
New Jersey
$2.17M +$585K +10,272 +39%
AWM
40
Act Wealth Management
Texas
$2.11M +$49.7K +872 +3%
Northwestern Mutual Wealth Management
41
Northwestern Mutual Wealth Management
Wisconsin
$1.84M +$584K +10,240 +50%
Corient Private Wealth
42
Corient Private Wealth
Florida
$1.83M -$54.1K -949 -3%
GKWIM
43
Gerber Kawasaki Wealth & Investment Management
California
$1.52M -$86K -1,510 -6%
CF
44
Convergence Financial
Missouri
$1.41M +$1.35M +23,633 New
Truist Financial
45
Truist Financial
North Carolina
$1.38M -$1.14K -20 -0.1%
Mercer Global Advisors
46
Mercer Global Advisors
Colorado
$1.24M +$1.18M +20,737 New
CPIG
47
Chicago Partners Investment Group
Illinois
$1.09M -$16.9K -296 -2%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$1.08M +$87.7K +1,539 +9%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$969K +$192K +3,377 +26%
AP
50
Americana Partners
Texas
$960K +$424K +7,434 +86%

SPGM Hedge Fund Activity: Q1 2024 in Review

122 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q1 2024, worth a combined $579M — up 15% from $503M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SPGM positions and 5 closed out — a net gain of 18 holders — while 44 added to existing stakes and 30 trimmed.

The largest buyer was CX Institutional, adding an estimated $9.17M. The largest seller was Old Mission Capital, cutting an estimated $3.95M.

  • 122 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q1 2024, up from 105 in Q4 2023.
  • Funds reported $579M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q1 2024, up 15% quarter-over-quarter.
  • 23 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q1 2024 and 5 closed out, a net change of +18 holders.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q1 2024 was CX Institutional, an estimated $9.17M added.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q1 2024 was Old Mission Capital, an estimated $3.95M sold.

Based on aggregated 13F filings for Q1 2024.