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SPDR Portfolio MSCI Global Stock Market ETF
SPGM

Overview Fund Activity

105 hedge funds and large institutions have $503M invested in SPDR Portfolio MSCI Global Stock Market ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 46 increasing their positions, 24 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
+6
Holders Change %
+6.06%
% of All Funds
1.54%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
22
Increased
46
Reduced
24
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$119M
2
OMC
Old Mission Capital
Illinois
$4.62M
3
CI
CX Institutional
Indiana
$4.18M
4
BAM
Belpointe Asset Management
Nevada
$3.16M
5
TW
TrinityPoint Wealth
Connecticut
$3.06M

Top Sellers

1
FHA
Flagship Harbor Advisors
Massachusetts
$0
2
FTUS
Flow Traders U.S.
New York
$1.97M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
SCP
Syntal Capital Partners
Texas
$0
5
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$757K +$830 +15 +0.1%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$712K +$144K +2,592 +25%
RA
53
RFG Advisory
Alabama
$695K -$59.4K -1,074 -8%
CKAIS
54
Christensen King & Associates Investment Services
Washington
$622K +$622K +11,234 New
CRI
55
Colonial River Investments
Virginia
$615K -$455K -8,225 -43%
FAIM
56
Financial Advocates Investment Management
Washington
$580K -$46.5K -840 -7%
PFA
57
Professional Financial Advisors
Nebraska
$570K +$2.05K +37 +0.4%
PPWP
58
Proquility Private Wealth Partners
Nevada
$553K +$553K +9,999 New
APWA
59
Atlas Private Wealth Advisors
New Jersey
$520K -$76.8K -1,388 -13%
ECG
60
Edge Capital Group
Georgia
$495K +$495K +8,947 New
FWA
61
FSM Wealth Advisors
Ohio
$492K +$16.7K +302 +4%
AP
62
Americana Partners
Texas
$479K +$479K +8,656 New
SFG
63
StrategIQ Financial Group
Indiana
$471K +$116K +2,093 +33%
IWP
64
IAG Wealth Partners
Wisconsin
$470K +$100K +1,810 +27%
Stifel Financial
65
Stifel Financial
Missouri
$459K -$111K -2,000 -19%
PTC
66
Private Trust Company
Ohio
$407K +$10.8K +195 +3%
NECFA
67
New England Capital Financial Advisors
Connecticut
$380K -$5.87K -106 -2%
VPA
68
Vernal Point Advisors
California
$356K +$356K +6,435 New
RJFSA
69
Raymond James Financial Services Advisors
Florida
$349K +$349K +6,304 New
VCA
70
Verdence Capital Advisors
Maryland
$347K +$3.54K +64 +1%
GWAG
71
Garrett Wealth Advisory Group
Texas
$338K +$9.74K +176 +3%
WWM
72
Western Wealth Management
Colorado
$328K +$9.69K +175 +3%
BW
73
BIP Wealth
Georgia
$319K – – –
JPMorgan Chase & Co
74
JPMorgan Chase & Co
New York
$278K +$885 +16 +0.3%
PCMC
75
Planning Capital Management Corporation
Pennsylvania
$275K +$275K +4,966 New
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