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SPDR Portfolio MSCI Global Stock Market ETF
SPGM

Overview Fund Activity

122 hedge funds and large institutions have $579M invested in 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
Holders
122
Holders Change
+17
Holders Change %
+16.19%
% of All Funds
1.77%
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
–

Top Buyers

1
CI
CX Institutional
Indiana
+$9.61M
2
Mariner
Mariner
Kansas
+$9.41M
3
LPL Financial
LPL Financial
California
+$7.66M
4
FHC
First Heartland Consultants
Missouri
+$6.6M
5
PAG
Private Advisor Group
New Jersey
+$4.43M

Top Sellers

1
OMC
Old Mission Capital
Illinois
-$4.14M
2
ACM
Advance Capital Management
Michigan
-$3.49M
3
Morgan Stanley
Morgan Stanley
New York
-$2.81M
4
FTUS
Flow Traders U.S.
New York
-$1.97M
5
E3F
Eight 31 Financial
Texas
-$1.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
51
Merit Financial Group
Georgia
$953K -$51.4K -874 -5%
JCM
52
Jacobi Capital Management
Pennsylvania
$942K +$121K +2,032 +15%
OMC
53
Old Mission Capital
Illinois
$847K -$4.14M -69,343 -83%
TVAMP
54
Tennessee Valley Asset Management Partners
Tennessee
$829K -$656K -10,992 -44%
FPW
55
Flagship Private Wealth
Massachusetts
$816K – – –
RA
56
RFG Advisory
Alabama
$758K +$8.59K +144 +1%
FAIM
57
Financial Advocates Investment Management
Washington
$687K +$61.8K +1,036 +10%
CAPTRUST Financial Advisors
58
CAPTRUST Financial Advisors
North Carolina
$684K -$132K -2,216 -16%
CKAIS
59
Christensen King & Associates Investment Services
Washington
$670K – – –
PTC
60
Private Trust Company
Ohio
$656K +$217K +3,634 +49%
PFA
61
Professional Financial Advisors
Nebraska
$609K -$6.45K -108 -1%
WA
62
Waverly Advisors
Alabama
$593K +$593K +9,941 New
FWA
63
FSM Wealth Advisors
Ohio
$583K +$52.5K +879 +10%
Stifel Financial
64
Stifel Financial
Missouri
$572K +$76.7K +1,286 +15%
IWP
65
IAG Wealth Partners
Wisconsin
$539K +$32.5K +544 +6%
ECG
66
Edge Capital Group
Georgia
$534K – – –
OSAM
67
O'Shaughnessy Asset Management
Connecticut
$430K +$430K +7,210 New
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$421K +$421K +7,059 New
BW
69
BIP Wealth
Georgia
$395K +$51.6K +864 +15%
VPA
70
Vernal Point Advisors
California
$384K – – –
WWM
71
Western Wealth Management
Colorado
$380K +$26.7K +448 +8%
GWAG
72
Garrett Wealth Advisory Group
Texas
$374K +$9.19K +154 +3%
VCA
73
Verdence Capital Advisors
Maryland
$374K – – –
NECFA
74
New England Capital Financial Advisors
Connecticut
$372K -$38.6K -646 -9%
RJFSA
75
Raymond James Financial Services Advisors
Florida
$357K -$19.7K -330 -5%
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