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State Street SPDR Portfolio MSCI Global Stock Market ETF

93 hedge funds and large institutions have $409M invested in State Street 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

50% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 28

0% more funds holding

Funds holding: 9393 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

2.17% less ownership

Funds ownership: 72.3%70.13% (-2.2%)

5% less capital invested

Capital invested by funds: $433M → $409M (-$23.3M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
93
Holders Change
Holders Change %
0%
% of All Funds
1.46%
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
Name Holding Trade Value Shares
Change
Change in
Stake
TVAMP
51
Tennessee Valley Asset Management Partners
Tennessee
$544K +$100K +1,981 +24%
Stifel Financial
52
Stifel Financial
Missouri
$539K +$522K +10,302 New
CMBA
53
C.M. Bidwell & Associates
Hawaii
$485K +$17K +335 +4%
FWA
54
FSM Wealth Advisors
Ohio
$435K -$253 -5 -0.1%
TWP
55
Total Wealth Planning
Ohio
$429K -$131K -2,583 -24%
DWM
56
Denver Wealth Management
Colorado
$429K -$96.5K -1,905 -19%
NECFA
57
New England Capital Financial Advisors
Connecticut
$359K +$35.8K +706 +11%
VCA
58
Verdence Capital Advisors
Maryland
$325K +$3.6K +71 +1%
IWP
59
IAG Wealth Partners
Wisconsin
$315K -$3.95K -78 -1%
BW
60
BIP Wealth
Georgia
$301K -$40.5K -799 -12%
JP Morgan Chase
61
JP Morgan Chase
New York
$294K -$51 -1 -0%
WWM
62
Western Wealth Management
Colorado
$290K +$35.5K +701 +14%
SFG
63
StrategIQ Financial Group
Indiana
$285K +$64.1K +1,265 +30%
Koshinski Asset Management
64
Koshinski Asset Management
Illinois
$279K -$82.7K -1,633 -23%
GWAG
65
Garrett Wealth Advisory Group
Texas
$279K +$14.7K +291 +6%
PTC
66
Private Trust Company
Ohio
$259K +$40.7K +804 +19%
RJFSA
67
Raymond James Financial Services Advisors
Florida
$238K +$231K +4,554 New
CWM
68
Cornerstone Wealth Management
Missouri
$222K
AWM
69
AE Wealth Management
Kansas
$209K +$202K +3,996 New
Truist Financial
70
Truist Financial
North Carolina
$203K +$196K +3,873 New
MA
71
MCF Advisors
Kentucky
$174K +$1.01K +20 +0.6%
JGCM
72
Joseph Group Capital Management
Ohio
$142K
SWM
73
Spire Wealth Management
Virginia
$138K +$405 +8 +0.3%
FWP
74
FAS Wealth Partners
Kansas
$125K +$1.01K +20 +0.8%
PMFA
75
Plante Moran Financial Advisors
Michigan
$91.8K

SPGM Hedge Fund Activity: Q2 2023 in Review

93 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q2 2023, worth a combined $409M — down 5.4% from $433M a quarter earlier.

Fund positioning in SPGM was balanced in Q2 2023: 8 funds opened new positions, 8 closed out, 42 added to existing stakes and 28 trimmed.

The largest buyer was LPL Financial, adding an estimated $10.5M. The largest seller was Stadion Money Management, exiting entirely with an estimated $43M sold.

  • 93 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $409M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q2 2023, down 5.4% quarter-over-quarter.
  • 8 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q2 2023 and 8 closed out, a net change of 0 holders.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q2 2023 was LPL Financial, an estimated $10.5M added.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q2 2023 was Stadion Money Management, an estimated $43M sold.

Based on aggregated 13F filings for Q2 2023.