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SPDR Portfolio MSCI Global Stock Market ETF
SPGM

Overview Fund Activity

85 hedge funds and large institutions have $302M invested in 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
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

1
LPL Financial
LPL Financial
California
$66.4M
2
MIH
Meitav Investment House
Israel
$7.7M
3
Mariner
Mariner
Kansas
$4.99M
4
UBS Group
UBS Group
Switzerland
$5.9M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$3.48M

Top Sellers

1
FTUS
Flow Traders U.S.
New York
$0
2
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
$1.1M
3
Jane Street
Jane Street
New York
$752K
4
IUHSA
Itau Unibanco Holding S.A.
Brazil
$0
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$301K +$3.22K +69 +1%
TVAMP
52
Tennessee Valley Asset Management Partners
Tennessee
$295K +$295K +6,335 New
VCA
53
Verdence Capital Advisors
Maryland
$286K +$3.4K +73 +1%
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$252K +$252K +5,398 New
GWAG
55
Garrett Wealth Advisory Group
Texas
$224K +$1.07K +23 +0.5%
IWP
56
IAG Wealth Partners
Wisconsin
$208K +$73.1K +1,567 +54%
CA
57
CoreCap Advisors
Michigan
$192K +$192K +4,118 New
MA
58
MCF Advisors
Kentucky
$154K +$933 +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 +$979 +21 +0.9%
SWM
62
Spire Wealth Management
Virginia
$97K +$373 +8 +0.4%
PMFA
63
Plante Moran Financial Advisors
Michigan
$81.7K – – –
APW
64
Acima Private Wealth
Virginia
$75.6K +$9.56K +205 +14%
PAG
65
Private Advisor Group
New Jersey
$42.9K +$3.78K +81,118 +10%
BAM
66
Belpointe Asset Management
Nevada
$39.4K +$39.4K +844 New
CSPIA
67
Cary Street Partners Investment Advisory
Virginia
$35.8K +$35.8K +768 New
GWM
68
Geneos Wealth Management
Colorado
$35.8K -$932K -19,985 -96%
EE
69
EWG Elevate
California
$16.5K +$16.5K +354 New
Fidelity Investments
70
Fidelity Investments
Massachusetts
$13.3K +$280 +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 +$7.51K +161 New
Wells Fargo
74
Wells Fargo
California
$5.92K – – –
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$5.32K – – –
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