State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
47 hedge funds and large institutions have $112M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 18 reducing their positions, and 6 closing their positions.
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
7% more funds holding
Funds holding: 44 → 47 (+3)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1% less capital invested
Capital invested by funds: $114M → $112M (-$1.58M)
39% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 18
69.58% less ownership
Funds ownership: 136.66% → 67.08% (-70%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UWM
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
+$11.7M |
| 2 |
Jane Street
New York
|
+$7.47M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$4.34M |
| 4 |
BL
Balentine LLC
Atlanta,
Georgia
|
+$4.17M |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$4.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Waddell & Associates
Memphis,
Tennessee
|
-$36.6M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.44M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$5.37M |
| 4 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$1.71M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$563K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
S
51
SignatureFD
Atlanta,
Georgia
| – | -$278 | -7 | -50% |
|
52
Wells Fargo
San Francisco,
California
| – | +$40 | +1 | New |
|
SPGM Hedge Fund Activity: Q3 2019 in Review
47 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q3 2019, worth a combined $112M — down 1.4% from $114M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new SPGM positions and 6 closed out — a net gain of 3 holders — while 11 added to existing stakes and 18 trimmed.
The largest buyer was USAdvisors Wealth Management, adding an estimated $11.7M. The largest seller was Waddell & Associates, exiting entirely with an estimated $36.6M sold.
- 47 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q3 2019, up from 44 in Q2 2019.
- Funds reported $112M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q3 2019, down 1.4% quarter-over-quarter.
- 9 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q3 2019 and 6 closed out, a net change of +3 holders.
- The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q3 2019 was USAdvisors Wealth Management, an estimated $11.7M added.
- The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q3 2019 was Waddell & Associates, an estimated $36.6M sold.
Based on aggregated 13F filings for Q3 2019.