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State Street SPDR Portfolio MSCI Global Stock Market ETF

129 hedge funds and large institutions have $586M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 69 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 26

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

6% more funds holding

Funds holding: 122129 (+7)

1% more capital invested

Capital invested by funds: $579M → $586M (+$7.01M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.08% less ownership

Funds ownership: 74.6%74.51% (-0.08%)

Holders
129
Holders Change
+7
Holders Change %
+5.74%
% of All Funds
1.86%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
14
Increased
69
Reduced
26
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
51
RFG Advisory
Alabama
$799K +$26.3K +442 +3%
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$696K +$178 +3 +0%
CKAIS
53
Christensen King & Associates Investment Services
Washington
$694K +$10.8K +181 +2%
PTC
54
Private Trust Company
Ohio
$664K -$3.63K -61 -0.6%
IWP
55
IAG Wealth Partners
Wisconsin
$658K +$107K +1,791 +20%
WA
56
Waverly Advisors
Alabama
$658K +$52.5K +882 +9%
RJFSA
57
Raymond James Financial Services Advisors
Florida
$654K +$284K +4,782 +80%
PFA
58
Professional Financial Advisors
Nebraska
$622K +$1.9K +32 +0.3%
FWA
59
FSM Wealth Advisors
Ohio
$603K +$9.7K +163 +2%
Stifel Financial
60
Stifel Financial
Missouri
$602K +$18.4K +310 +3%
APWA
61
Atlas Private Wealth Advisors
New Jersey
$573K +$282K +4,737 +101%
ECG
62
Edge Capital Group
Georgia
$544K
JP Morgan Chase
63
JP Morgan Chase
New York
$503K +$200K +3,360 +68%
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$464K +$34.6K +581 +8%
NECFA
65
New England Capital Financial Advisors
Connecticut
$444K +$64.4K +1,083 +17%
SWM
66
Spire Wealth Management
Virginia
$429K +$184K +3,089 +78%
PCMC
67
Planning Capital Management Corporation
Pennsylvania
$418K +$113K +1,906 +38%
BW
68
BIP Wealth
Georgia
$418K +$14.6K +246 +4%
WWM
69
Western Wealth Management
Colorado
$416K +$28.3K +475 +7%
CA
70
Clearstead Advisors
Ohio
$412K +$63.2K +1,063 +19%
GWAG
71
Garrett Wealth Advisory Group
Texas
$395K +$14.2K +238 +4%
CWM
72
Cornerstone Wealth Management
Missouri
$392K +$48.5K +815 +14%
VPA
73
Vernal Point Advisors
California
$391K
Citadel Advisors
74
Citadel Advisors
Florida
$385K +$131K +2,208 +54%
VCA
75
Verdence Capital Advisors
Maryland
$384K +$3.39K +57 +0.9%

SPGM Hedge Fund Activity: Q2 2024 in Review

129 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q2 2024, worth a combined $586M — up 1.2% from $579M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SPGM positions and 6 closed out — a net gain of 8 holders — while 69 added to existing stakes and 26 trimmed.

The largest buyer was LPL Financial, adding an estimated $5.16M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $4.68M.

  • 129 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q2 2024, up from 122 in Q1 2024.
  • Funds reported $586M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q2 2024, up 1.2% quarter-over-quarter.
  • 14 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q2 2024 and 6 closed out, a net change of +8 holders.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q2 2024 was LPL Financial, an estimated $5.16M added.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q2 2024 was Carson Wealth (CWM LLC), an estimated $4.68M sold.

Based on aggregated 13F filings for Q2 2024.