State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
55 hedge funds and large institutions have $118M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2019 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 4 closing their positions.
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
17% more funds holding
Funds holding: 47 → 55 (+8)
6% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 17
5% more capital invested
Capital invested by funds: $112M → $118M (+$5.62M)
3.22% less ownership
Funds ownership: 67.08% → 63.86% (-3.2%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Waddell & Associates
Memphis,
Tennessee
|
+$15M |
| 2 |
GWM
Geneos Wealth Management
Englewood,
Colorado
|
+$5.46M |
| 3 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$2.32M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$470K |
| 5 |
WA
Wealth Architects
Mountain View,
California
|
+$232K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UWM
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
-$23.2M |
| 2 |
Jane Street
New York
|
-$2.88M |
| 3 |
Morgan Stanley
New York
|
-$1.73M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.08M |
| 5 |
FC
Financial Consulate
Hunt Valley,
Maryland
|
-$486K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GAM
51
Gemmer Asset Management
Walnut Creek,
California
| $2K | -$124 | -3 | -6% |
|
|
IA
52
IFP Advisors
Tampa,
Florida
| $2K | – | – | – |
|
|
IRC
53
Investors Research Corp
Atlanta,
Georgia
| $2K | – | – | – |
|
|
GRP
54
Global Retirement Partners
San Rafael,
California
| $1K | – | – | – |
|
|
LA
55
LVW Advisors
Pittsford,
New York
| – | -$344K | -8,628 | Closed |
|
|
FFN
56
Focus Financial Network
Minneapolis,
Minnesota
| – | -$286K | -7,178 | Closed |
|
57
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$8K | -192 | Closed |
|
58
Fidelity Investments
Boston,
Massachusetts
| – | +$41 | +1 | New |
|
59
Wells Fargo
San Francisco,
California
| – | +$41 | +1 | +100% |
|
SPGM Hedge Fund Activity: Q4 2019 in Review
55 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q4 2019, worth a combined $118M — up 5% from $112M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new SPGM positions and 4 closed out — a net gain of 8 holders — while 18 added to existing stakes and 17 trimmed.
The largest buyer was Waddell & Associates, opening a new position worth an estimated $15M. The largest seller was USAdvisors Wealth Management, cutting an estimated $23.2M.
- 55 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q4 2019, up from 47 in Q3 2019.
- Funds reported $118M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q4 2019, up 5% quarter-over-quarter.
- 12 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q4 2019 and 4 closed out, a net change of +8 holders.
- The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q4 2019 was Waddell & Associates, an estimated $15M added.
- The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q4 2019 was USAdvisors Wealth Management, an estimated $23.2M sold.
Based on aggregated 13F filings for Q4 2019.