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State Street SPDR Portfolio MSCI Global Stock Market ETF

50 hedge funds and large institutions have $398M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 20 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 10

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

27% more capital invested

Capital invested by funds: $312M → $398M (+$85.8M)

11% more funds holding

Funds holding: 4550 (+5)

1.45% more ownership

Funds ownership: 78.49%79.94% (+1.5%)

Holders
50
Holders Change
+5
Holders Change %
+11.11%
% of All Funds
0.88%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
11
Increased
20
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GSWM
51
Golden State Wealth Management
California
-$155K -3,581 Closed
CPW
52
Catalyst Private Wealth
California
-$103K -2,378 Closed
PCWA
53
Pacific Capital Wealth Advisors
California
-$54K -1,256 Closed
AA
54
Advisory Alpha
Michigan
-$5K -124 Closed
IA
55
IFP Advisors
Florida
-$2.03K -44 Closed
VFA
56
Valeo Financial Advisors
Indiana
+$185 +4 New

SPGM Hedge Fund Activity: Q4 2020 in Review

50 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q4 2020, worth a combined $398M — up 27% from $312M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SPGM positions and 6 closed out — a net gain of 5 holders — while 20 added to existing stakes and 10 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $42.7M. The largest seller was Stadion Money Management, cutting an estimated $11.9M.

  • 50 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q4 2020, up from 45 in Q3 2020.
  • Funds reported $398M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q4 2020, up 27% quarter-over-quarter.
  • 11 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q4 2020 and 6 closed out, a net change of +5 holders.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q4 2020 was Morgan Stanley, an estimated $42.7M added.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q4 2020 was Stadion Money Management, an estimated $11.9M sold.

Based on aggregated 13F filings for Q4 2020.