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State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM

105 hedge funds and large institutions have $503M invested in State Street 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

92% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 24

38% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 16

15% more capital invested

Capital invested by funds: $438M → $503M (+$64.7M)

6% more funds holding

Funds holding: 99 → 105 (+6)

2.64% more ownership

Funds ownership: 71.4% → 74.04% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

Holders
105
Holders Change
+6
Holders Change %
+6.06%
% of All Funds
1.53%
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

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$5.74M
2
OMC
Old Mission Capital
Illinois
+$4.34M
3
CI
CX Institutional
Indiana
+$3.92M
4
BAM
Belpointe Asset Management
Nevada
+$2.96M
5
TW
TrinityPoint Wealth
Connecticut
+$2.87M

Top Sellers

Rank Fund Capital Flow
1
FHA
Flagship Harbor Advisors
Massachusetts
-$6.62M
2
FTUS
Flow Traders U.S.
New York
-$5.87M
3
Citadel Advisors
Citadel Advisors
Florida
-$4.92M
4
SCP
Syntal Capital Partners
Texas
-$2.93M
5
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
-$2.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$757K +$778 +15 +0.1%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$712K +$135K +2,592 +25%
RA
53
RFG Advisory
Alabama
$695K -$55.7K -1,074 -8%
CKAIS
54
Christensen King & Associates Investment Services
Washington
$622K +$583K +11,234 New
CRI
55
Colonial River Investments
Virginia
$615K -$427K -8,225 -43%
FAIM
56
Financial Advocates Investment Management
Washington
$580K -$43.6K -840 -7%
PFA
57
Professional Financial Advisors
Nebraska
$570K +$1.92K +37 +0.4%
PPWP
58
Proquility Private Wealth Partners
Nevada
$553K +$519K +9,999 New
APWA
59
Atlas Private Wealth Advisors
New Jersey
$520K -$72K -1,388 -13%
ECG
60
Edge Capital Group
Georgia
$495K +$464K +8,947 New
FWA
61
FSM Wealth Advisors
Ohio
$492K +$15.7K +302 +4%
AP
62
Americana Partners
Texas
$479K +$449K +8,656 New
SFG
63
StrategIQ Financial Group
Indiana
$471K +$109K +2,093 +33%
IWP
64
IAG Wealth Partners
Wisconsin
$470K +$93.9K +1,810 +27%
Stifel Financial
65
Stifel Financial
Missouri
$459K -$104K -2,000 -19%
PTC
66
Private Trust Company
Ohio
$407K +$10.1K +195 +3%
NECFA
67
New England Capital Financial Advisors
Connecticut
$380K -$5.5K -106 -2%
VPA
68
Vernal Point Advisors
California
$356K +$334K +6,435 New
RJFSA
69
Raymond James Financial Services Advisors
Florida
$349K +$327K +6,304 New
VCA
70
Verdence Capital Advisors
Maryland
$347K +$3.32K +64 +1%
GWAG
71
Garrett Wealth Advisory Group
Texas
$338K +$9.13K +176 +3%
WWM
72
Western Wealth Management
Colorado
$328K +$9.08K +175 +3%
BW
73
BIP Wealth
Georgia
$319K – – –
JP Morgan Chase
74
JP Morgan Chase
New York
$278K +$830 +16 +0.3%
PCMC
75
Planning Capital Management Corporation
Pennsylvania
$275K +$258K +4,966 New
1 2
3
4 5

SPGM Hedge Fund Activity: Q4 2023 in Review

105 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q4 2023, worth a combined $503M — up 15% from $438M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new SPGM positions and 16 closed out — a net gain of 6 holders — while 46 added to existing stakes and 24 trimmed.

The largest buyer was LPL Financial, adding an estimated $5.74M. The largest seller was Flagship Harbor Advisors, exiting entirely with an estimated $6.62M sold.

  • 105 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q4 2023, up from 99 in Q3 2023.
  • Funds reported $503M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q4 2023, up 15% quarter-over-quarter.
  • 22 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q4 2023 and 16 closed out, a net change of +6 holders.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q4 2023 was LPL Financial, an estimated $5.74M added.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q4 2023 was Flagship Harbor Advisors, an estimated $6.62M sold.

Based on aggregated 13F filings for Q4 2023.