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State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM

85 hedge funds and large institutions have $302M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 19 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

74% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 19

8% more funds holding

Funds holding: 79 → 85 (+6)

1.42% more ownership

Funds ownership: 68.77% → 70.19% (+1.4%)

1% more capital invested

Capital invested by funds: $301M → $302M (+$1.82M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
85
Holders Change
+6
Holders Change %
+7.59%
% of All Funds
1.37%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
22
Increased
33
Reduced
19
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$15M
2
MIH
Meitav Investment House
Israel
+$7.6M
3
Mariner
Mariner
Kansas
+$4.96M
4
UBS Group
UBS Group
Switzerland
+$4.06M
5
PAG
Private Advisor Group
New Jersey
+$3.76M

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$11.3M
2
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
-$7.88M
3
Jane Street
Jane Street
New York
-$7.66M
4
IUHSA
Itau Unibanco Holding S.A.
Brazil
-$3.39M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.26M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$301K +$3.2K +69 +1%
TVAMP
52
Tennessee Valley Asset Management Partners
Tennessee
$295K +$294K +6,335 New
VCA
53
Verdence Capital Advisors
Maryland
$286K +$3.39K +73 +1%
JP Morgan Chase
54
JP Morgan Chase
New York
$252K +$250K +5,398 New
GWAG
55
Garrett Wealth Advisory Group
Texas
$224K +$1.07K +23 +0.5%
IWP
56
IAG Wealth Partners
Wisconsin
$208K +$72.7K +1,567 +54%
CA
57
CoreCap Advisors
Michigan
$192K +$191K +4,118 New
MA
58
MCF Advisors
Kentucky
$154K +$928 +20 +0.6%
PTC
59
Private Trust Company
Ohio
$131K – – –
JGCM
60
Joseph Group Capital Management
Ohio
$127K – – –
FWP
61
FAS Wealth Partners
Kansas
$114K +$974 +21 +0.9%
SWM
62
Spire Wealth Management
Virginia
$97K +$371 +8 +0.4%
PMFA
63
Plante Moran Financial Advisors
Michigan
$81.7K – – –
APW
64
Acima Private Wealth
Virginia
$75.6K +$9.51K +205 +14%
PAG
65
Private Advisor Group
New Jersey
$42.9K +$3.76M +81,118 +10%
BAM
66
Belpointe Asset Management
Nevada
$39.4K +$39.2K +844 New
CSPIA
67
Cary Street Partners Investment Advisory
Virginia
$35.8K +$35.6K +768 New
GWM
68
Geneos Wealth Management
Colorado
$35.8K -$927K -19,985 -96%
EE
69
EWG Elevate
California
$16.5K +$16.4K +354 New
Fidelity Investments
70
Fidelity Investments
Massachusetts
$13.3K +$278 +6 +2%
MWM
71
MinichMacGregor Wealth Management
New York
$11.6K +$11.6K +249 New
CA
72
Clearstead Advisors
Ohio
$9.39K +$93 +2 +1%
NIC
73
Northwest Investment Counselors
Oregon
$7.51K +$7.47K +161 New
Wells Fargo
74
Wells Fargo
California
$5.92K – – –
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$5.32K – – –
1 2
3
4

SPGM Hedge Fund Activity: Q4 2022 in Review

85 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q4 2022, worth a combined $302M — up 0.61% from $301M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SPGM positions and 12 closed out — a net gain of 10 holders — while 33 added to existing stakes and 19 trimmed.

The largest buyer was LPL Financial, adding an estimated $15M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $11.3M sold.

  • 85 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q4 2022, up from 79 in Q3 2022.
  • Funds reported $302M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q4 2022, up 0.61% quarter-over-quarter.
  • 22 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q4 2022 and 12 closed out, a net change of +10 holders.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q4 2022 was LPL Financial, an estimated $15M added.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q4 2022 was Flow Traders U.S., an estimated $11.3M sold.

Based on aggregated 13F filings for Q4 2022.