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State Street SPDR Portfolio MSCI Global Stock Market ETF

129 hedge funds and large institutions have $586M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 69 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 26

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

6% more funds holding

Funds holding: 122129 (+7)

1% more capital invested

Capital invested by funds: $579M → $586M (+$7.01M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.08% less ownership

Funds ownership: 74.6%74.51% (-0.08%)

Holders
129
Holders Change
+7
Holders Change %
+5.74%
% 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
69
Reduced
26
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BL
26
Balentine LLC
Georgia
$3.1M +$319K +5,354 +12%
IFA
27
Interactive Financial Advisors
Illinois
$2.97M +$116K +1,958 +4%
FHA
28
Flagship Harbor Advisors
Massachusetts
$2.88M +$381K +6,410 +16%
AWS
29
Atria Wealth Solutions
New York
$2.8M -$101K -1,695 -4%
Prudential Financial
30
Prudential Financial
New Jersey
$2.62M +$398K +6,694 +18%
DWP
31
Destiny Wealth Partners
Florida
$2.51M +$26.4K +443 +1%
GWWM
32
Great Waters Wealth Management
Minnesota
$2.39M -$38.8K -652 -2%
FC
33
Financial Consulate
Maryland
$2.33M -$19.5K -328 -0.8%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$2.33M +$1.2M +20,136 +111%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$2.27M -$4.68M -78,667 -68%
CF
36
Convergence Financial
Missouri
$2.27M +$812K +13,657 +58%
AWM
37
Act Wealth Management
Texas
$2.19M +$41.6K +700 +2%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$2.07M +$196K +3,289 +11%
Corient Private Wealth
39
Corient Private Wealth
Florida
$1.87M +$3.57K +60 +0.2%
OSAM
40
O'Shaughnessy Asset Management
Connecticut
$1.7M +$1.23M +20,742 +288%
GKWIM
41
Gerber Kawasaki Wealth & Investment Management
California
$1.5M -$50.9K -856 -3%
Truist Financial
42
Truist Financial
North Carolina
$1.36M -$43.7K -734 -3%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$1.18M -$75.1K -1,263 -6%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$1.05M +$64.7K +1,088 +7%
AP
45
Americana Partners
Texas
$976K -$1.43K -24 -0.1%
MFG
46
Merit Financial Group
Georgia
$957K -$27.4K -461 -3%
TVAMP
47
Tennessee Valley Asset Management Partners
Tennessee
$922K +$76.2K +1,281 +9%
FAIM
48
Financial Advocates Investment Management
Washington
$912K +$208K +3,500 +30%
CPIG
49
Chicago Partners Investment Group
Illinois
$874K -$270K -4,543 -24%
FPW
50
Flagship Private Wealth
Massachusetts
$839K +$7.38K +124 +0.9%

SPGM Hedge Fund Activity: Q2 2024 in Review

129 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q2 2024, worth a combined $586M — up 1.2% from $579M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SPGM positions and 6 closed out — a net gain of 8 holders — while 69 added to existing stakes and 26 trimmed.

The largest buyer was LPL Financial, adding an estimated $5.16M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $4.68M.

  • 129 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q2 2024, up from 122 in Q1 2024.
  • Funds reported $586M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q2 2024, up 1.2% quarter-over-quarter.
  • 14 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q2 2024 and 6 closed out, a net change of +8 holders.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q2 2024 was LPL Financial, an estimated $5.16M added.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q2 2024 was Carson Wealth (CWM LLC), an estimated $4.68M sold.

Based on aggregated 13F filings for Q2 2024.