State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
58 hedge funds and large institutions have $367M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 4 closing their positions.
225% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 4
29% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 14
16% more funds holding
Funds holding: 50 → 58 (+8)
8% less capital invested
Capital invested by funds: $398M → $367M (-$30.6M)
11.88% less ownership
Funds ownership: 79.94% → 68.06% (-12%)
50% less funds holding in top 10
Funds holding in top 10: 6 → 3 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$8.78M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.79M |
| 3 |
GSEP
Golden State Equity Partners
South Coast Metro,
California
|
+$1.25M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$539K |
| 5 |
AF
Advisornet Financial
Minnetonka,
Minnesota
|
+$537K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$14M |
| 2 |
Jane Street
New York
|
-$6.42M |
| 3 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$5.28M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$4.54M |
| 5 |
PFA
Professional Financial Advisors
North Platte,
Nebraska
|
-$2.84M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GAM
51
Gemmer Asset Management
Walnut Creek,
California
| $3K | -$51 | -1 | -2% |
|
|
IRC
52
Investors Research Corp
Atlanta,
Georgia
| $3K | – | – | – |
|
53
BlackRock
New York
| $3K | +$3.23K | +63 | New |
|
54
Citigroup
New York
| $1K | – | – | – |
|
|
BC
55
Burleson & Co
Petaluma,
California
| $1K | +$513 | +10 | New |
|
|
GRP
56
Global Retirement Partners
San Rafael,
California
| $1K | +$1.03K | +20 | New |
|
|
57
Citadel Advisors
Miami,
Florida
| – | -$4.54M | -93,199 | Closed |
|
|
GKWIM
58
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| – | -$1.85M | -37,985 | Closed |
|
|
FHA
59
Flagship Harbor Advisors
Boston,
Massachusetts
| – | -$483K | -9,923 | Closed |
|
|
TWM
60
Tradition Wealth Management
Edina,
Minnesota
| – | -$4K | -90 | Closed |
|
SPGM Hedge Fund Activity: Q1 2021 in Review
58 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q1 2021, worth a combined $367M — down 7.7% from $398M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new SPGM positions and 4 closed out — a net gain of 9 holders — while 18 added to existing stakes and 14 trimmed.
The largest buyer was Mariner Independent Advisor Network, opening a new position worth an estimated $8.78M. The largest seller was Stadion Money Management, cutting an estimated $14M.
- 58 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q1 2021, up from 50 in Q4 2020.
- Funds reported $367M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q1 2021, down 7.7% quarter-over-quarter.
- 13 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q1 2021 and 4 closed out, a net change of +9 holders.
- The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q1 2021 was Mariner Independent Advisor Network, an estimated $8.78M added.
- The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q1 2021 was Stadion Money Management, an estimated $14M sold.
Based on aggregated 13F filings for Q1 2021.