SPGM icon

SPDR Portfolio MSCI Global Stock Market ETF
SPGM

Overview Fund Activity

79 hedge funds and large institutions have $301M invested in 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
Holders
79
Holders Change
+5
Holders Change %
+6.76%
% of All Funds
1.37%
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

1
PAG
Private Advisor Group
New Jersey
$35.9M
2
FTUS
Flow Traders U.S.
New York
$11.3M
3
LPL Financial
LPL Financial
California
$47.2M
4
Jane Street
Jane Street
New York
$7.75M
5
IFA
Interactive Financial Advisors
Illinois
$2.05M

Top Sellers

1
KPW
Kore Private Wealth
New York
$0
2
MIAN
Mariner Independent Advisor Network
Kansas
$6.02M
3
BL
Balentine LLC
Georgia
$2.65M
4
SFA
Sequoia Financial Advisors
Ohio
$52.4M
5
BlackRock
BlackRock
New York
$1K
Name Holding Trade Value Shares
Change 		Shares
Change %
Koshinski Asset Management
51
Koshinski Asset Management
Illinois
$323K +$2.95K +69 +0.9%
APWA
52
Atlas Private Wealth Advisors
New Jersey
$288K -$4.28K -100 -1%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$273K +$6.8K +159 +3%
VCA
54
Verdence Capital Advisors
Maryland
$259K – – –
CMBA
55
C.M. Bidwell & Associates
Hawaii
$253K +$224K +5,232 +762%
HR
56
Hardy Reed
Mississippi
$238K -$3.29K -77 -1%
FHA
57
Flagship Harbor Advisors
Massachusetts
$234K +$9.11K +213 +4%
GWAG
58
Garrett Wealth Advisory Group
Texas
$205K +$205K +4,786 New
MA
59
MCF Advisors
Kentucky
$141K – – –
IWP
60
IAG Wealth Partners
Wisconsin
$124K +$78K +1,819 +170%
PTC
61
Private Trust Company
Ohio
$120K -$15K -350 -11%
JGCM
62
Joseph Group Capital Management
Ohio
$116K -$34.9K -816 -23%
FWP
63
FAS Wealth Partners
Kansas
$103K – – –
SWM
64
Spire Wealth Management
Virginia
$89K +$42.8K +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 +$9K +199 New
Wells Fargo
70
Wells Fargo
California
$5K -$39 -1 -0.8%
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$5K – – –
MFC
72
Morris Financial Concepts
South Carolina
$2K – – –
AF
73
Advisornet Financial
Minnesota
$2K – – –
IRC
74
Investors Research Corp
Georgia
$2K – – –
AF
75
Allworth Financial
California
$2K +$2K +45 New
1 2
3
4