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SPDR Portfolio MSCI Global Stock Market ETF
SPGM

Overview Fund Activity

71 hedge funds and large institutions have $535M invested in 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.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+5
Holders Change %
+7.58%
% of All Funds
1.1%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
14
Increased
36
Reduced
11
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFA
Sequoia Financial Advisors
Ohio
$72.4M
2
Morgan Stanley
Morgan Stanley
New York
$35.6M
3
LPL Financial
LPL Financial
California
$34.5M
4
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
$13.9M
5
Jane Street
Jane Street
New York
$12.8M

Top Sellers

1
PPA
Parametric Portfolio Associates
Washington
$0
2
GSEP
Golden State Equity Partners
California
$1.91M
3
SMM
Stadion Money Management
Georgia
$147M
4
CI
CX Institutional
Indiana
$0
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
51
Western Wealth Management
Colorado
$242K +$242K +4,156 New
SW
52
SVB Wealth
Massachusetts
$238K – – –
JGCM
53
Joseph Group Capital Management
Ohio
$218K +$218K +3,772 New
GWAG
54
Garrett Wealth Advisory Group
Texas
$200K +$200K +3,450 New
FWP
55
FAS Wealth Partners
Kansas
$183K +$1.74K +30 +1%
BAM
56
Belpointe Asset Management
Nevada
$159K +$23K +398 +17%
CMBA
57
C.M. Bidwell & Associates
Hawaii
$129K +$70.5K +1,220 +120%
PMFA
58
Plante Moran Financial Advisors
Michigan
$101K – – –
SWM
59
Spire Wealth Management
Virginia
$86K +$7.37K +128 +9%
APW
60
Acima Private Wealth
Virginia
$82K – – –
Wells Fargo
61
Wells Fargo
California
$67K +$6.03K +104 +10%
LFG
62
Larson Financial Group
Missouri
$24K +$294 +5 +1%
CA
63
CoreCap Advisors
Michigan
$24K +$24K +417 New
TFS
64
TrustCore Financial Services
Tennessee
$16K – – –
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$7K – – –
BlackRock
66
BlackRock
New York
$4K – – –
IRC
67
Investors Research Corp
Georgia
$3K – – –
AW
68
Alaethes Wealth
Nevada
$3K – – –
Fidelity Investments
69
Fidelity Investments
Massachusetts
$3K +$3K +51 New
MFC
70
Morris Financial Concepts
South Carolina
$2K +$2K +40 New
TFP
71
Tilia Fiduciary Partners
North Carolina
$1K +$1K +19 New
PPA
72
Parametric Portfolio Associates
Washington
– -$6.46M -117,938 Closed
CI
73
CX Institutional
Indiana
– -$3.08M -56,179 Closed
JPMorgan Chase & Co
74
JPMorgan Chase & Co
New York
– -$1.15M -21,037 Closed
TWP
75
Total Wealth Planning
Ohio
– -$775K -14,152 Closed
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