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SPDR Portfolio MSCI Global Stock Market ETF
SPGM

Overview Fund Activity

128 hedge funds and large institutions have $583M invested in SPDR Portfolio MSCI Global Stock Market ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 68 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+6
Holders Change %
+4.92%
% of All Funds
1.86%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
14
Increased
68
Reduced
26
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$144M
2
Bank of America
Bank of America
North Carolina
$14.1M
3
Mariner
Mariner
Kansas
$26M
4
CAM
Cresset Asset Management
Illinois
$4.86M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.21M

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$2.27M
2
AWA
Arkadios Wealth Advisors
Georgia
$0
3
SFA
Sequoia Financial Advisors
Ohio
$79.8M
4
Jane Street
Jane Street
New York
$0
5
Legal & General Group
Legal & General Group
United Kingdom
$23.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
BL
26
Balentine LLC
Georgia
$3.1M +$325K +5,354 +12%
IFA
27
Interactive Financial Advisors
Illinois
$2.97M +$119K +1,958 +4%
AWS
28
Atria Wealth Solutions
New York
$2.8M -$103K -1,695 -4%
Prudential Financial
29
Prudential Financial
New Jersey
$2.62M +$407K +6,694 +18%
DWP
30
Destiny Wealth Partners
Florida
$2.51M +$26.9K +443 +1%
GWWM
31
Great Waters Wealth Management
Minnesota
$2.39M -$39.6K -652 -2%
FC
32
Financial Consulate
Maryland
$2.33M -$19.9K -328 -0.8%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$2.33M +$1.22M +20,136 +111%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$2.27M -$4.78M -78,667 -68%
CF
35
Convergence Financial
Missouri
$2.27M +$830K +13,657 +58%
AWM
36
Act Wealth Management
Texas
$2.19M +$42.5K +700 +2%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$2.07M +$200K +3,289 +11%
Corient Private Wealth
38
Corient Private Wealth
Florida
$1.87M +$3.65K +60 +0.2%
OSAM
39
O'Shaughnessy Asset Management
Connecticut
$1.7M +$1.26M +20,742 +288%
GKWIM
40
Gerber Kawasaki Wealth & Investment Management
California
$1.5M -$52K -856 -3%
Truist Financial
41
Truist Financial
North Carolina
$1.36M -$44.6K -734 -3%
Mercer Global Advisors
42
Mercer Global Advisors
Colorado
$1.18M -$76.8K -1,263 -6%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$1.05M +$66.1K +1,088 +7%
AP
44
Americana Partners
Texas
$976K -$1.46K -24 -0.1%
MFG
45
Merit Financial Group
Georgia
$957K -$28K -461 -3%
TVAMP
46
Tennessee Valley Asset Management Partners
Tennessee
$922K +$77.9K +1,281 +9%
FAIM
47
Financial Advocates Investment Management
Washington
$912K +$213K +3,500 +30%
CPIG
48
Chicago Partners Investment Group
Illinois
$874K -$276K -4,543 -24%
FPW
49
Flagship Private Wealth
Massachusetts
$839K +$7.54K +124 +0.9%
RA
50
RFG Advisory
Alabama
$799K +$26.9K +442 +3%
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