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State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM

79 hedge funds and large institutions have $301M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 17

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

7% more funds holding

Funds holding: 74 → 79 (+5)

6% more capital invested

Capital invested by funds: $284M → $301M (+$16.8M)

3.86% more ownership

Funds ownership: 64.9% → 68.77% (+3.9%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
79
Holders Change
+5
Holders Change %
+6.76%
% of All Funds
1.36%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
11
Increased
32
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PAG
Private Advisor Group
New Jersey
+$16.8M
2
FTUS
Flow Traders U.S.
New York
+$9.7M
3
LPL Financial
LPL Financial
California
+$8.69M
4
Jane Street
Jane Street
New York
+$8.59M
5
IFA
Interactive Financial Advisors
Illinois
+$2.27M

Top Sellers

Rank Fund Capital Flow
1
KPW
Kore Private Wealth
New York
-$4.04M
2
MIAN
Mariner Independent Advisor Network
Kansas
-$3.88M
3
BL
Balentine LLC
Georgia
-$2.39M
4
SFA
Sequoia Financial Advisors
Ohio
-$1.45M
5
FAIM
Financial Advocates Investment Management
Washington
-$847K
Name Holding Trade Value Shares
Change 		Change in
Stake
Koshinski Asset Management
51
Koshinski Asset Management
Illinois
$323K +$3.27K +69 +0.9%
APWA
52
Atlas Private Wealth Advisors
New Jersey
$288K -$4.74K -100 -1%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$273K +$7.54K +159 +3%
VCA
54
Verdence Capital Advisors
Maryland
$259K – – –
CMBA
55
C.M. Bidwell & Associates
Hawaii
$253K +$248K +5,232 +762%
HR
56
Hardy Reed
Mississippi
$238K -$3.65K -77 -1%
FHA
57
Flagship Harbor Advisors
Massachusetts
$234K +$10.1K +213 +4%
GWAG
58
Garrett Wealth Advisory Group
Texas
$205K +$227K +4,786 New
MA
59
MCF Advisors
Kentucky
$141K – – –
IWP
60
IAG Wealth Partners
Wisconsin
$124K +$86.2K +1,819 +170%
PTC
61
Private Trust Company
Ohio
$120K -$16.6K -350 -11%
JGCM
62
Joseph Group Capital Management
Ohio
$116K -$38.7K -816 -23%
FWP
63
FAS Wealth Partners
Kansas
$103K – – –
SWM
64
Spire Wealth Management
Virginia
$89K +$47.3K +998 +93%
PMFA
65
Plante Moran Financial Advisors
Michigan
$75K – – –
APW
66
Acima Private Wealth
Virginia
$60.6K – – –
Fidelity Investments
67
Fidelity Investments
Massachusetts
$12K – – –
TFS
68
TrustCore Financial Services
Tennessee
$12K – – –
CA
69
Clearstead Advisors
Ohio
$9K +$9.43K +199 New
Wells Fargo
70
Wells Fargo
California
$5K -$47 -1 -0.8%
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$5K – – –
AF
72
Advisornet Financial
Minnesota
$2K – – –
IRC
73
Investors Research Corp
Georgia
$2K – – –
MFC
74
Morris Financial Concepts
South Carolina
$2K – – –
AF
75
Allworth Financial
California
$2K +$2.13K +45 New
1 2
3
4

SPGM Hedge Fund Activity: Q3 2022 in Review

79 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q3 2022, worth a combined $301M — up 5.9% from $284M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SPGM positions and 6 closed out — a net gain of 5 holders — while 32 added to existing stakes and 17 trimmed.

The largest buyer was Private Advisor Group, adding an estimated $16.8M. The largest seller was Kore Private Wealth, exiting entirely with an estimated $4.04M sold.

  • 79 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q3 2022, up from 74 in Q2 2022.
  • Funds reported $301M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q3 2022, up 5.9% quarter-over-quarter.
  • 11 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q3 2022 and 6 closed out, a net change of +5 holders.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q3 2022 was Private Advisor Group, an estimated $16.8M added.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q3 2022 was Kore Private Wealth, an estimated $4.04M sold.

Based on aggregated 13F filings for Q3 2022.