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State Street SPDR Portfolio MSCI Global Stock Market ETF

66 hedge funds and large institutions have $342M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

21% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 19

2% more funds holding

Funds holding: 6566 (+1)

11.39% less ownership

Funds ownership: 73.78%62.4% (-11%)

21% less capital invested

Capital invested by funds: $434M → $342M (-$92.6M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
66
Holders Change
+1
Holders Change %
+1.54%
% of All Funds
1.16%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
10
Increased
23
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$99K -$9.32K -166 -8%
PMFA
52
Plante Moran Financial Advisors
Michigan
$96K
APW
53
Acima Private Wealth
Virginia
$78K -$5.05K -90 -6%
SWM
54
Spire Wealth Management
Virginia
$75K
Wells Fargo
55
Wells Fargo
California
$58K +$59K +1,051 +105,100%
CMBA
56
C.M. Bidwell & Associates
Hawaii
$55K
LFG
57
Larson Financial Group
Missouri
$22K
SFP
58
Sterling Financial Planning
New Jersey
$19K -$20K -356 -50%
TFS
59
TrustCore Financial Services
Tennessee
$15K +$8.09K +144 +107%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$14K +$1.24K +22 +9%
GKWIM
61
Gerber Kawasaki Wealth & Investment Management
California
$7K +$7.58K +135 New
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$6K
IRC
63
Investors Research Corp
Georgia
$3K -$225 -4 -8%
BlackRock
64
BlackRock
New York
$3K
GRP
65
Global Retirement Partners
California
$3K +$786 +14 +37%
AW
66
Alaethes Wealth
Nevada
$2K
Goldman Sachs
67
Goldman Sachs
New York
-$2.34M -42,164 Closed
FC
68
Ferris Capital
Massachusetts
-$863K -15,549 Closed
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
-$708K -12,745 Closed
Fidelity Investments
70
Fidelity Investments
Massachusetts
-$19K -337 Closed
CFG
71
CKW Financial Group
Hawaii
-$16K -290 Closed
GAM
72
Gemmer Asset Management
California
-$3K -49 Closed
ASN
73
Advisory Services Network
Georgia
-$1K -26 Closed
Citigroup
74
Citigroup
New York
-$1K -20 Closed

SPGM Hedge Fund Activity: Q3 2021 in Review

66 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q3 2021, worth a combined $342M — down 21% from $434M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SPGM positions and 8 closed out — a net gain of 2 holders — while 23 added to existing stakes and 19 trimmed.

The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $8.87M. The largest seller was Sequoia Financial Advisors, cutting an estimated $44.9M.

  • 66 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q3 2021, up from 65 in Q2 2021.
  • Funds reported $342M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q3 2021, down 21% quarter-over-quarter.
  • 10 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q3 2021 and 8 closed out, a net change of +2 holders.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q3 2021 was Commonwealth Equity Services, an estimated $8.87M added.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q3 2021 was Sequoia Financial Advisors, an estimated $44.9M sold.

Based on aggregated 13F filings for Q3 2021.