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State Street SPDR Portfolio MSCI Global Stock Market ETF

135 hedge funds and large institutions have $934M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 61 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 33

51% more capital invested

Capital invested by funds: $620M → $934M (+$313M)

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

4.69% more ownership

Funds ownership: 69.65%74.33% (+4.7%)

0% more funds holding

Funds holding: 135135 (0)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
135
Holders Change
Holders Change %
0%
% of All Funds
1.78%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
19
Increased
61
Reduced
33
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IFA
26
Interactive Financial Advisors
Illinois
$3.45M +$208K +3,201 +6%
BL
27
Balentine LLC
Georgia
$3.21M +$7.65K +118 +0.2%
Northwestern Mutual Wealth Management
28
Northwestern Mutual Wealth Management
Wisconsin
$3.16M +$580K +8,950 +22%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$2.91M -$303K -4,672 -9%
DWP
30
Destiny Wealth Partners
Florida
$2.86M +$93.1K +1,436 +3%
CA
31
Clearstead Advisors
Ohio
$2.75M -$584 -9 -0%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$2.63M -$3.14M -48,382 -54%
CAM
33
Cresset Asset Management
Illinois
$2.53M -$2.59M -39,970 -50%
FC
34
Financial Consulate
Maryland
$2.45M +$125K +1,926 +5%
GWWM
35
Great Waters Wealth Management
Minnesota
$2.44M +$8.43K +130 +0.3%
AWM
36
Act Wealth Management
Texas
$2.24M +$8.5K +131 +0.4%
Wells Fargo
37
Wells Fargo
California
$2.12M +$1.04M +16,073 +93%
AWS
38
Atria Wealth Solutions
New York
$2.1M -$140K -2,152 -6%
CF
39
Convergence Financial
Missouri
$2.03M -$339K -5,228 -14%
Corient Private Wealth
40
Corient Private Wealth
Florida
$1.95M +$4.86K +75 +0.2%
OSAM
41
O'Shaughnessy Asset Management
Connecticut
$1.85M +$7.46K +115 +0.4%
IPA
42
Investment Planning Advisors
Georgia
$1.57M +$1.23M +18,962 +330%
FHA
43
Flagship Harbor Advisors
Massachusetts
$1.51M -$1.43M -22,082 -48%
Truist Financial
44
Truist Financial
North Carolina
$1.42M -$130 -2 -0%
GKWIM
45
Gerber Kawasaki Wealth & Investment Management
California
$1.39M +$38.1K +588 +3%
Mercer Global Advisors
46
Mercer Global Advisors
Colorado
$1.23M
Raymond James Financial
47
Raymond James Financial
Florida
$1.22M +$1.25M +19,327 New
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$1.22M +$37.1K +572 +3%
CI
49
CX Institutional
Indiana
$1.16M -$110K -1,702 -8%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$1.15M -$8.95K -138 -0.8%

SPGM Hedge Fund Activity: Q4 2024 in Review

135 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q4 2024, worth a combined $934M — up 51% from $620M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SPGM positions and 14 closed out — a net gain of 5 holders — while 61 added to existing stakes and 33 trimmed.

The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $30.2M. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $17.9M sold.

  • 135 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $934M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q4 2024, up 51% quarter-over-quarter.
  • 19 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q4 2024 and 14 closed out, a net change of +5 holders.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q4 2024 was Independent Advisor Alliance, an estimated $30.2M added.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q4 2024 was Mirae Asset Global Investments, an estimated $17.9M sold.

Based on aggregated 13F filings for Q4 2024.