State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
45 hedge funds and large institutions have $95.4M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 17 closing their positions.
27% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 11
2.23% less ownership
Funds ownership: 63.86% → 61.63% (-2.2%)
18% less funds holding
Funds holding: 55 → 45 (-10)
19% less capital invested
Capital invested by funds: $118M → $95.4M (-$22.6M)
47% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 17
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$22.1M |
| 2 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$2.17M |
| 3 |
PFM
Peak Financial Management
Wellesley,
Massachusetts
|
+$1.06M |
| 4 |
TWP
Total Wealth Planning
Cincinnati,
Ohio
|
+$893K |
| 5 |
BL
Balentine LLC
Atlanta,
Georgia
|
+$875K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Waddell & Associates
Memphis,
Tennessee
|
-$7.75M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$6.57M |
| 3 |
Jane Street
New York
|
-$4.44M |
| 4 |
TCA
Transcend Capital Advisors
Madison,
New Jersey
|
-$2.01M |
| 5 |
FNC
First National Corp
Rockland,
Massachusetts
|
-$1.27M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CWS
51
Cypress Wealth Services
Palm Desert,
California
| – | -$264K | -6,143 | Closed |
|
|
ACM
52
AlphaStar Capital Management
Cornelius,
North Carolina
| – | -$249K | -5,809 | Closed |
|
|
VCA
53
Verdence Capital Advisors
Hunt Valley,
Maryland
| – | -$248K | -5,787 | Closed |
|
54
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$248K | -5,768 | Closed |
|
|
WA
55
Wealth Architects
Mountain View,
California
| – | -$240K | -5,589 | Closed |
|
|
JPG
56
Jordan Park Group
San Francisco,
California
| – | -$236K | -5,498 | Closed |
|
57
Koshinski Asset Management
Decatur,
Illinois
| – | -$217K | -5,084 | Closed |
|
|
KIA
58
KCM Investment Advisors
Greenbrae,
California
| – | -$218K | -5,068 | Closed |
|
|
MG
59
Mather Group
Chicago,
Illinois
| – | -$216K | -5,037 | Closed |
|
|
SBL
60
Sargent Bickham Lagudis
Boulder,
Colorado
| – | -$136K | -3,162 | Closed |
|
|
BRC
61
Bell Rock Capital
Rehoboth Beach,
Delaware
| – | -$16K | -390 | Closed |
|
62
Wells Fargo
San Francisco,
California
| – | -$40 | -1 | -50% |
|
SPGM Hedge Fund Activity: Q1 2020 in Review
45 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q1 2020, worth a combined $95.4M — down 19% from $118M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of SPGM and 9 opened new positions — a net loss of 8 holders — while 11 trimmed existing stakes and 14 added.
The largest buyer was Mirae Asset Global Investments, opening a new position worth an estimated $22.1M. The largest seller was Waddell & Associates, cutting an estimated $7.75M.
- 45 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q1 2020, down from 55 in Q4 2019.
- Funds reported $95.4M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q1 2020, down 19% quarter-over-quarter.
- 9 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q1 2020 and 17 closed out, a net change of -8 holders.
- The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q1 2020 was Mirae Asset Global Investments, an estimated $22.1M added.
- The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q1 2020 was Waddell & Associates, an estimated $7.75M sold.
Based on aggregated 13F filings for Q1 2020.