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State Street SPDR Portfolio MSCI Global Stock Market ETF

122 hedge funds and large institutions have $579M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 44 increasing their positions, 30 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 5

47% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 30

16% more funds holding

Funds holding: 105122 (+17)

15% more capital invested

Capital invested by funds: $503M → $579M (+$76.1M)

0.56% more ownership

Funds ownership: 74.04%74.6% (+0.56%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
122
Holders Change
+17
Holders Change %
+16.19%
% of All Funds
1.76%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
23
Increased
44
Reduced
30
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
51
Merit Financial Group
Georgia
$953K -$49.8K -874 -5%
JCM
52
Jacobi Capital Management
Pennsylvania
$942K +$116K +2,032 +15%
OMC
53
Old Mission Capital
Illinois
$847K -$3.95M -69,343 -83%
TVAMP
54
Tennessee Valley Asset Management Partners
Tennessee
$829K -$626K -10,992 -44%
FPW
55
Flagship Private Wealth
Massachusetts
$816K
RA
56
RFG Advisory
Alabama
$758K +$8.21K +144 +1%
FAIM
57
Financial Advocates Investment Management
Washington
$687K +$59K +1,036 +10%
CAPTRUST Financial Advisors
58
CAPTRUST Financial Advisors
North Carolina
$684K -$126K -2,216 -16%
CKAIS
59
Christensen King & Associates Investment Services
Washington
$670K
PTC
60
Private Trust Company
Ohio
$656K +$207K +3,634 +49%
PFA
61
Professional Financial Advisors
Nebraska
$609K -$6.15K -108 -1%
WA
62
Waverly Advisors
Alabama
$593K +$566K +9,941 New
FWA
63
FSM Wealth Advisors
Ohio
$583K +$50.1K +879 +10%
Stifel Financial
64
Stifel Financial
Missouri
$572K +$73.3K +1,286 +15%
IWP
65
IAG Wealth Partners
Wisconsin
$539K +$31K +544 +6%
ECG
66
Edge Capital Group
Georgia
$534K
OSAM
67
O'Shaughnessy Asset Management
Connecticut
$430K +$411K +7,210 New
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$421K +$402K +7,059 New
BW
69
BIP Wealth
Georgia
$395K +$49.2K +864 +15%
VPA
70
Vernal Point Advisors
California
$384K
WWM
71
Western Wealth Management
Colorado
$380K +$25.5K +448 +8%
GWAG
72
Garrett Wealth Advisory Group
Texas
$374K +$8.78K +154 +3%
VCA
73
Verdence Capital Advisors
Maryland
$374K
NECFA
74
New England Capital Financial Advisors
Connecticut
$372K -$36.8K -646 -9%
RJFSA
75
Raymond James Financial Services Advisors
Florida
$357K -$18.8K -330 -5%

SPGM Hedge Fund Activity: Q1 2024 in Review

122 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q1 2024, worth a combined $579M — up 15% from $503M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SPGM positions and 5 closed out — a net gain of 18 holders — while 44 added to existing stakes and 30 trimmed.

The largest buyer was CX Institutional, adding an estimated $9.17M. The largest seller was Old Mission Capital, cutting an estimated $3.95M.

  • 122 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q1 2024, up from 105 in Q4 2023.
  • Funds reported $579M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q1 2024, up 15% quarter-over-quarter.
  • 23 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q1 2024 and 5 closed out, a net change of +18 holders.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q1 2024 was CX Institutional, an estimated $9.17M added.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q1 2024 was Old Mission Capital, an estimated $3.95M sold.

Based on aggregated 13F filings for Q1 2024.