SPGM icon

SPDR Portfolio MSCI Global Stock Market ETF
SPGM

Overview Fund Activity

135 hedge funds and large institutions have $620M invested in SPDR Portfolio MSCI Global Stock Market ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
+7
Holders Change %
+5.47%
% of All Funds
1.95%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
15
Increased
54
Reduced
33
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EF
Empowered Funds
Pennsylvania
$7.73M
2
Jane Street
Jane Street
New York
$3.13M
3
CA
Clearstead Advisors
Ohio
$2.81M
4
Wells Fargo
Wells Fargo
California
$1.12M
5
Morgan Stanley
Morgan Stanley
New York
$4.57M

Top Sellers

1
CI
CX Institutional
Indiana
$1.3M
2
LPL Financial
LPL Financial
California
$148M
3
ACM
Advance Capital Management
Michigan
$22.2M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.18M
5
FHC
First Heartland Consultants
Missouri
$6.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
TW
26
TrinityPoint Wealth
Connecticut
$3.96M +$37.7K +582 +1%
IFA
27
Interactive Financial Advisors
Illinois
$3.32M +$150K +2,315 +5%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$3.28M +$860K +13,271 +36%
BL
29
Balentine LLC
Georgia
$3.27M -$33K -509 -1%
Jane Street
30
Jane Street
New York
$3.13M +$3.13M +48,314 New
FHA
31
Flagship Harbor Advisors
Massachusetts
$2.98M +$2.98M +45,966 New
Prudential Financial
32
Prudential Financial
New Jersey
$2.94M +$154K +2,372 +6%
DWP
33
Destiny Wealth Partners
Florida
$2.83M +$162K +2,508 +6%
CA
34
Clearstead Advisors
Ohio
$2.81M +$2.37M +36,663 +541%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$2.65M +$442K +6,824 +20%
GWWM
36
Great Waters Wealth Management
Minnesota
$2.49M -$59.1K -913 -2%
CF
37
Convergence Financial
Missouri
$2.42M +$4.6K +71 +0.2%
FC
38
Financial Consulate
Maryland
$2.38M -$99K -1,529 -4%
AWS
39
Atria Wealth Solutions
New York
$2.28M -$696K -10,743 -23%
AWM
40
Act Wealth Management
Texas
$2.28M -$49.2K -760 -2%
Corient Private Wealth
41
Corient Private Wealth
Florida
$1.99M +$65 +1 +0%
OSAM
42
O'Shaughnessy Asset Management
Connecticut
$1.91M +$79.6K +1,219 +4%
Truist Financial
43
Truist Financial
North Carolina
$1.45M -$583 -9 -0%
GKWIM
44
Gerber Kawasaki Wealth & Investment Management
California
$1.39M -$207K -3,190 -13%
CI
45
CX Institutional
Indiana
$1.3M -$13.6M -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 +$86.2K +1,332 +8%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$1.18M -$1.3M -20,031 -52%
Wells Fargo
49
Wells Fargo
California
$1.12M +$1M +15,483 +826%
TVAMP
50
Tennessee Valley Asset Management Partners
Tennessee
$1.05M +$70.9K +1,094 +7%
1
2
3 4 5