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SPDR Portfolio MSCI Global Stock Market ETF
SPGM

Overview Fund Activity

93 hedge funds and large institutions have $409M invested in SPDR Portfolio MSCI Global Stock Market ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 42 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
–
Holders Change %
0%
% of All Funds
1.47%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
8
Increased
42
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$95.4M
2
Mariner
Mariner
Kansas
$7.66M
3
SFA
Sequoia Financial Advisors
Ohio
$69.4M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$6.87M
5
PAG
Private Advisor Group
New Jersey
$45.5M

Top Sellers

1
SMM
Stadion Money Management
Georgia
$0
2
GWP
Gateway Wealth Partners
Wisconsin
$0
3
Jane Street
Jane Street
New York
$1.48M
4
FAIM
Financial Advocates Investment Management
Washington
$756K
5
GSEP
Golden State Equity Partners
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TVAMP
51
Tennessee Valley Asset Management Partners
Tennessee
$544K +$104K +1,981 +24%
Stifel Financial
52
Stifel Financial
Missouri
$539K +$539K +10,302 New
CMBA
53
C.M. Bidwell & Associates
Hawaii
$485K +$17.5K +335 +4%
FWA
54
FSM Wealth Advisors
Ohio
$435K -$261 -5 -0.1%
TWP
55
Total Wealth Planning
Ohio
$429K -$135K -2,583 -24%
DWM
56
Denver Wealth Management
Colorado
$429K -$99.7K -1,905 -19%
NECFA
57
New England Capital Financial Advisors
Connecticut
$359K +$37K +706 +11%
VCA
58
Verdence Capital Advisors
Maryland
$325K +$3.72K +71 +1%
IWP
59
IAG Wealth Partners
Wisconsin
$315K -$4.08K -78 -1%
BW
60
BIP Wealth
Georgia
$301K -$41.8K -799 -12%
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$294K -$52 -1 -0%
WWM
62
Western Wealth Management
Colorado
$290K +$36.7K +701 +14%
SFG
63
StrategIQ Financial Group
Indiana
$285K +$66.2K +1,265 +30%
Koshinski Asset Management
64
Koshinski Asset Management
Illinois
$279K -$85.5K -1,633 -23%
GWAG
65
Garrett Wealth Advisory Group
Texas
$279K +$15.2K +291 +6%
PTC
66
Private Trust Company
Ohio
$259K +$42.1K +804 +19%
RJFSA
67
Raymond James Financial Services Advisors
Florida
$238K +$238K +4,554 New
CWM
68
Cornerstone Wealth Management
Missouri
$222K – – –
AWM
69
AE Wealth Management
Kansas
$209K +$209K +3,996 New
Truist Financial
70
Truist Financial
North Carolina
$203K +$203K +3,873 New
MA
71
MCF Advisors
Kentucky
$174K +$1.05K +20 +0.6%
JGCM
72
Joseph Group Capital Management
Ohio
$142K – – –
SWM
73
Spire Wealth Management
Virginia
$138K +$419 +8 +0.3%
FWP
74
FAS Wealth Partners
Kansas
$125K +$1.05K +20 +0.8%
PMFA
75
Plante Moran Financial Advisors
Michigan
$91.8K – – –
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3
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