State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
71 hedge funds and large institutions have $535M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2021 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 36 increasing their positions, 11 reducing their positions, and 9 closing their positions.
227% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 11
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
57% more capital invested
Capital invested by funds: $342M → $535M (+$193M)
56% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 9
15.94% more ownership
Funds ownership: 62.4% → 78.33% (+16%)
8% more funds holding
Funds holding: 66 → 71 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
+$49.1M |
| 2 |
Morgan Stanley
New York
|
+$34.1M |
| 3 |
LPL Financial
San Diego,
California
|
+$15.8M |
| 4 |
GKWIM
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
+$13.8M |
| 5 |
Jane Street
New York
|
+$9.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$6.46M |
| 2 |
GSEP
Golden State Equity Partners
South Coast Metro,
California
|
-$4.03M |
| 3 |
SMM
Stadion Money Management
Watkinsville,
Georgia
|
-$3.85M |
| 4 |
CI
CX Institutional
Auburn,
Indiana
|
-$3.08M |
| 5 |
JP Morgan Chase
New York
|
-$1.15M |
SPGM Hedge Fund Activity: Q4 2021 in Review
71 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q4 2021, worth a combined $535M — up 57% from $342M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new SPGM positions and 9 closed out — a net gain of 5 holders — while 36 added to existing stakes and 11 trimmed.
The largest buyer was Sequoia Financial Advisors, adding an estimated $49.1M. The largest seller was Parametric Portfolio Associates, exiting entirely with an estimated $6.46M sold.
- 71 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q4 2021, up from 66 in Q3 2021.
- Funds reported $535M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q4 2021, up 57% quarter-over-quarter.
- 14 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q4 2021 and 9 closed out, a net change of +5 holders.
- The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q4 2021 was Sequoia Financial Advisors, an estimated $49.1M added.
- The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q4 2021 was Parametric Portfolio Associates, an estimated $6.46M sold.
Based on aggregated 13F filings for Q4 2021.