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SPDR Portfolio MSCI Global Stock Market ETF
SPGM

Overview Fund Activity

93 hedge funds and large institutions have $433M invested in SPDR Portfolio MSCI Global Stock Market ETF in 2023 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+8
Holders Change %
+9.41%
% of All Funds
1.49%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
16
Increased
30
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SMM
Stadion Money Management
Georgia
+$43M
2
LPL Financial
LPL Financial
California
+$9.48M
3
SCP
Syntal Capital Partners
Texas
+$6.86M
4
Jane Street
Jane Street
New York
+$5.98M
5
IUHSA
Itau Unibanco Holding S.A.
Brazil
+$3.95M

Top Sellers

1
PAG
Private Advisor Group
New Jersey
-$4.32M
2
Mariner
Mariner
Kansas
-$4.14M
3
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$3.16M
4
SFA
Sequoia Financial Advisors
Ohio
-$2.49M
5
MFG
Merit Financial Group
Georgia
-$2.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWP
51
Total Wealth Planning
Ohio
$537K +$5.98K +120 +1%
RA
52
RFG Advisory
Alabama
$511K -$34.7K -696 -6%
DWM
53
Denver Wealth Management
Colorado
$503K +$503K +10,094 New
CMBA
54
C.M. Bidwell & Associates
Hawaii
$445K +$27.4K +550 +7%
TVAMP
55
Tennessee Valley Asset Management Partners
Tennessee
$419K +$103K +2,074 +33%
FWA
56
FSM Wealth Advisors
Ohio
$415K +$24.1K +483 +6%
Koshinski Asset Management
57
Koshinski Asset Management
Illinois
$347K -$26.8K -538 -7%
BW
58
BIP Wealth
Georgia
$327K +$327K +6,559 New
NECFA
59
New England Capital Financial Advisors
Connecticut
$306K -$3.09K -62 -1%
VCA
60
Verdence Capital Advisors
Maryland
$306K – – –
IWP
61
IAG Wealth Partners
Wisconsin
$304K +$81.4K +1,633 +37%
APWA
62
Atlas Private Wealth Advisors
New Jersey
$298K -$39.4K -791 -12%
JPMorgan Chase & Co
63
JPMorgan Chase & Co
New York
$280K +$11.2K +225 +4%
GWAG
64
Garrett Wealth Advisory Group
Texas
$251K +$11.2K +225 +5%
WWM
65
Western Wealth Management
Colorado
$241K +$241K +4,838 New
CWM
66
Cornerstone Wealth Management
Missouri
$211K +$211K +4,234 New
SFG
67
StrategIQ Financial Group
Indiana
$208K +$208K +4,171 New
PTC
68
Private Trust Company
Ohio
$207K +$67.3K +1,350 +48%
MA
69
MCF Advisors
Kentucky
$165K – – –
JGCM
70
Joseph Group Capital Management
Ohio
$135K – – –
SWM
71
Spire Wealth Management
Virginia
$131K +$27.5K +552 +27%
FWP
72
FAS Wealth Partners
Kansas
$119K -$3.09K -62 -3%
PMFA
73
Plante Moran Financial Advisors
Michigan
$87.4K – – –
APW
74
Acima Private Wealth
Virginia
$80.9K – – –
PAI
75
Pittenger & Anderson Inc
Nebraska
$71.8K +$71.8K +1,440 New
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