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SPDR Portfolio MSCI Global Stock Market ETF
SPGM

Overview Fund Activity

99 hedge funds and large institutions have $438M invested in SPDR Portfolio MSCI Global Stock Market ETF in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+6
Holders Change %
+6.45%
% of All Funds
1.58%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
16
Increased
38
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$14.7M
2
LPL Financial
LPL Financial
California
$103M
3
FTUS
Flow Traders U.S.
New York
$7.51M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$7.95M
5
FHA
Flagship Harbor Advisors
Massachusetts
$6.62M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
2
PAG
Private Advisor Group
New Jersey
$38.3M
3
IUHSA
Itau Unibanco Holding S.A.
Brazil
$0
4
SCP
Syntal Capital Partners
Texas
$2.93M
5
IFA
Interactive Financial Advisors
Illinois
$1.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
TVAMP
51
Tennessee Valley Asset Management Partners
Tennessee
$591K +$66.2K +1,311 +13%
FAIM
52
Financial Advocates Investment Management
Washington
$560K -$155K -3,134 -22%
APWA
53
Atlas Private Wealth Advisors
New Jersey
$544K -$43.1K -853 -7%
Stifel Financial
54
Stifel Financial
Missouri
$520K – – –
PFA
55
Professional Financial Advisors
Nebraska
$519K -$41.2K -816 -7%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$518K +$518K +10,268 New
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$448K +$448K +8,868 New
FWA
58
FSM Wealth Advisors
Ohio
$433K +$13.6K +269 +3%
PTC
59
Private Trust Company
Ohio
$362K +$112K +2,210 +45%
NECFA
60
New England Capital Financial Advisors
Connecticut
$352K +$6.41K +127 +2%
RJA
61
Raymond James & Associates
Florida
$339K -$313K -6,199 -48%
IWP
62
IAG Wealth Partners
Wisconsin
$338K +$33.9K +672 +11%
SFG
63
StrategIQ Financial Group
Indiana
$324K +$49.4K +979 +18%
VCA
64
Verdence Capital Advisors
Maryland
$313K – – –
GWAG
65
Garrett Wealth Advisory Group
Texas
$300K +$31K +614 +12%
BW
66
BIP Wealth
Georgia
$291K – – –
WWM
67
Western Wealth Management
Colorado
$290K +$10.6K +209 +4%
Ameriprise
68
Ameriprise
Minnesota
$290K +$290K +5,735 New
Koshinski Asset Management
69
Koshinski Asset Management
Illinois
$266K -$3.74K -74 -1%
JPMorgan Chase & Co
70
JPMorgan Chase & Co
New York
$253K -$31.1K -615 -11%
CWM
71
Cornerstone Wealth Management
Missouri
$214K – – –
NL
72
NWAM LLC
Washington
$201K +$201K +3,977 New
MA
73
MCF Advisors
Kentucky
$168K – – –
CMBA
74
C.M. Bidwell & Associates
Hawaii
$158K -$310K -6,132 -66%
SWM
75
Spire Wealth Management
Virginia
$139K +$6.47K +129 +5%
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