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State Street SPDR Portfolio MSCI Global Stock Market ETF

135 hedge funds and large institutions have $620M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

59% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 34

6% more capital invested

Capital invested by funds: $586M → $620M (+$34.5M)

5% more funds holding

Funds holding: 129135 (+6)

4.87% less ownership

Funds ownership: 74.51%69.65% (-4.9%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
135
Holders Change
+6
Holders Change %
+4.65%
% of All Funds
1.94%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
14
Increased
54
Reduced
34
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TW
26
TrinityPoint Wealth
Connecticut
$3.96M +$36.1K +582 +1%
IFA
27
Interactive Financial Advisors
Illinois
$3.32M +$143K +2,315 +5%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$3.28M +$823K +13,271 +36%
BL
29
Balentine LLC
Georgia
$3.27M -$31.5K -509 -1%
Jane Street
30
Jane Street
New York
$3.13M +$2.99M +48,314 New
FHA
31
Flagship Harbor Advisors
Massachusetts
$2.98M -$84K -1,355 -3%
Prudential Financial
32
Prudential Financial
New Jersey
$2.94M +$147K +2,372 +6%
DWP
33
Destiny Wealth Partners
Florida
$2.83M +$155K +2,508 +6%
CA
34
Clearstead Advisors
Ohio
$2.81M +$2.27M +36,663 +541%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$2.65M +$423K +6,824 +20%
GWWM
36
Great Waters Wealth Management
Minnesota
$2.49M -$56.6K -913 -2%
CF
37
Convergence Financial
Missouri
$2.42M +$4.4K +71 +0.2%
FC
38
Financial Consulate
Maryland
$2.38M -$94.8K -1,529 -4%
AWS
39
Atria Wealth Solutions
New York
$2.28M -$666K -10,743 -23%
AWM
40
Act Wealth Management
Texas
$2.28M -$47.1K -760 -2%
Corient Private Wealth
41
Corient Private Wealth
Florida
$1.99M +$62 +1 +0%
OSAM
42
O'Shaughnessy Asset Management
Connecticut
$1.91M +$75.6K +1,219 +4%
Truist Financial
43
Truist Financial
North Carolina
$1.45M -$558 -9 -0%
GKWIM
44
Gerber Kawasaki Wealth & Investment Management
California
$1.39M -$198K -3,190 -13%
CI
45
CX Institutional
Indiana
$1.3M -$13M -209,930 -91%
Mercer Global Advisors
46
Mercer Global Advisors
Colorado
$1.25M
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$1.21M +$82.6K +1,332 +8%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$1.18M -$1.24M -20,031 -52%
Wells Fargo
49
Wells Fargo
California
$1.12M +$960K +15,483 +826%
TVAMP
50
Tennessee Valley Asset Management Partners
Tennessee
$1.05M +$67.8K +1,094 +7%

SPGM Hedge Fund Activity: Q3 2024 in Review

135 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q3 2024, worth a combined $620M — up 5.9% from $586M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SPGM positions and 7 closed out — a net gain of 7 holders — while 54 added to existing stakes and 34 trimmed.

The largest buyer was Empowered Funds, opening a new position worth an estimated $7.4M. The largest seller was CX Institutional, cutting an estimated $13M.

  • 135 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q3 2024, up from 129 in Q2 2024.
  • Funds reported $620M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q3 2024, up 5.9% quarter-over-quarter.
  • 14 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q3 2024 and 7 closed out, a net change of +7 holders.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q3 2024 was Empowered Funds, an estimated $7.4M added.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q3 2024 was CX Institutional, an estimated $13M sold.

Based on aggregated 13F filings for Q3 2024.