We are live on ! Find out more
SPGM icon

State Street SPDR Portfolio MSCI Global Stock Market ETF

74 hedge funds and large institutions have $339M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 18

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

4% more funds holding

Funds holding: 7174 (+3)

10.45% less ownership

Funds ownership: 78.33%67.88% (-10%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

37% less capital invested

Capital invested by funds: $535M → $339M (-$196M)

Holders
74
Holders Change
+3
Holders Change %
+4.23%
% of All Funds
1.17%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
10
Increased
33
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWAG
51
Garrett Wealth Advisory Group
Texas
$311K +$122K +2,231 +65%
APWA
52
Atlas Private Wealth Advisors
New Jersey
$296K -$2.32M -42,501 -89%
FHA
53
Flagship Harbor Advisors
Massachusetts
$213K +$213K +3,893 New
SPC
54
Sigma Planning Corp
Michigan
$207K +$207K +3,785 New
JGCM
55
Joseph Group Capital Management
Ohio
$196K -$10.5K -192 -5%
MA
56
MCF Advisors
Kentucky
$179K +$179K +3,273 New
FWP
57
FAS Wealth Partners
Kansas
$131K -$41.7K -762 -24%
CMBA
58
C.M. Bidwell & Associates
Hawaii
$122K
PMFA
59
Plante Moran Financial Advisors
Michigan
$96K
SWM
60
Spire Wealth Management
Virginia
$82K
APW
61
Acima Private Wealth
Virginia
$78K
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$73K -$832K -15,209 -92%
Wells Fargo
63
Wells Fargo
California
$71K +$6.95K +127 +11%
TFS
64
TrustCore Financial Services
Tennessee
$15K
Fidelity Investments
65
Fidelity Investments
Massachusetts
$15K +$12.5K +228 +447%
AA
66
Ancora Advisors
Ohio
$7K +$6.62K +121 New
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$6K
BlackRock
68
BlackRock
New York
$4K +$328 +6 +10%
IRC
69
Investors Research Corp
Georgia
$3K
AW
70
Alaethes Wealth
Nevada
$2K
MFC
71
Morris Financial Concepts
South Carolina
$2K
S
72
SignatureFD
Georgia
$2K +$1.64K +30 New
TFP
73
Tilia Fiduciary Partners
North Carolina
$1K
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$1K +$1.2K +22 New
SMM
75
Stadion Money Management
Georgia
-$147M -2,541,472 Closed

SPGM Hedge Fund Activity: Q1 2022 in Review

74 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q1 2022, worth a combined $339M — down 37% from $535M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SPGM positions and 6 closed out — a net gain of 4 holders — while 33 added to existing stakes and 18 trimmed.

The largest buyer was Flow Traders U.S., adding an estimated $15M. The largest seller was Stadion Money Management, exiting entirely with an estimated $147M sold.

  • 74 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q1 2022, up from 71 in Q4 2021.
  • Funds reported $339M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q1 2022, down 37% quarter-over-quarter.
  • 10 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q1 2022 and 6 closed out, a net change of +4 holders.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q1 2022 was Flow Traders U.S., an estimated $15M added.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q1 2022 was Stadion Money Management, an estimated $147M sold.

Based on aggregated 13F filings for Q1 2022.