State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
43 hedge funds and large institutions have $261M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 11 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
173% more capital invested
Capital invested by funds: $95.4M → $261M (+$165M)
9.52% more ownership
Funds ownership: 61.63% → 71.15% (+9.5%)
9% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 11
4% less funds holding
Funds holding: 45 → 43 (-2)
18% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
+$137M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$3.25M |
| 3 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$2.85M |
| 4 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
+$1.9M |
| 5 |
Jane Street
New York
|
+$1.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Waddell & Associates
Memphis,
Tennessee
|
-$5.64M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.24M |
| 3 |
PFM
Peak Financial Management
Wellesley,
Massachusetts
|
-$868K |
| 4 |
JCM
Jacobi Capital Management
Pittston,
Pennsylvania
|
-$697K |
| 5 |
Morgan Stanley
New York
|
-$532K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JWBC
51
John W. Brooker & Co
Oakland,
California
| – | -$6K | -185 | Closed |
|
52
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$5K | -141 | Closed |
|
|
AA
53
Advisory Alpha
Holland,
Michigan
| – | -$4.42K | -124 | Closed |
|
|
GRP
54
Global Retirement Partners
San Rafael,
California
| – | -$1K | -22 | Closed |
|
SPGM Hedge Fund Activity: Q2 2020 in Review
43 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q2 2020, worth a combined $261M — up 173% from $95.4M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of SPGM and 9 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 10 added.
The largest buyer was Stadion Money Management, opening a new position worth an estimated $137M. The largest seller was Waddell & Associates, exiting entirely with an estimated $5.64M sold.
- 43 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q2 2020, down from 45 in Q1 2020.
- Funds reported $261M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q2 2020, up 173% quarter-over-quarter.
- 9 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q2 2020 and 11 closed out, a net change of -2 holders.
- The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q2 2020 was Stadion Money Management, an estimated $137M added.
- The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q2 2020 was Waddell & Associates, an estimated $5.64M sold.
Based on aggregated 13F filings for Q2 2020.