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State Street SPDR Portfolio MSCI Global Stock Market ETF

135 hedge funds and large institutions have $934M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 61 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 33

51% more capital invested

Capital invested by funds: $620M → $934M (+$313M)

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

4.69% more ownership

Funds ownership: 69.65%74.33% (+4.7%)

0% more funds holding

Funds holding: 135135 (0)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
135
Holders Change
Holders Change %
0%
% of All Funds
1.78%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
19
Increased
61
Reduced
33
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIW
51
Holos Integrated Wealth
Pennsylvania
$1.11M +$1.14M +17,548 New
TVAMP
52
Tennessee Valley Asset Management Partners
Tennessee
$1.06M +$34.5K +532 +3%
FAIM
53
Financial Advocates Investment Management
Washington
$988K -$67.1K -1,034 -6%
CPIG
54
Chicago Partners Investment Group
Illinois
$956K +$13.8K +213 +1%
AP
55
Americana Partners
Texas
$927K -$96.9K -1,494 -9%
WA
56
Waverly Advisors
Alabama
$916K +$189K +2,916 +25%
IWP
57
IAG Wealth Partners
Wisconsin
$836K +$71K +1,095 +9%
FPW
58
Flagship Private Wealth
Massachusetts
$834K +$6.42K +99 +0.8%
MFG
59
Merit Financial Group
Georgia
$749K -$254K -3,916 -25%
JP Morgan Chase
60
JP Morgan Chase
New York
$729K +$10.1K +155 +1%
SWIG
61
Strategic Wealth Investment Group
Kentucky
$728K +$174K +2,682 +30%
CKAIS
62
Christensen King & Associates Investment Services
Washington
$668K -$5.25K -81 -0.8%
FWA
63
FSM Wealth Advisors
Ohio
$663K +$17.7K +273 +3%
PTC
64
Private Trust Company
Ohio
$662K -$1.69K -26 -0.2%
CAPTRUST Financial Advisors
65
CAPTRUST Financial Advisors
North Carolina
$638K
Stifel Financial
66
Stifel Financial
Missouri
$623K -$10.8K -166 -2%
APWA
67
Atlas Private Wealth Advisors
New Jersey
$601K +$3.11K +48 +0.5%
RA
68
RFG Advisory
Alabama
$597K -$242K -3,725 -28%
PFA
69
Professional Financial Advisors
Nebraska
$591K -$26.2K -404 -4%
KAS
70
KPP Advisory Services
Kentucky
$555K +$246K +3,787 +76%
Cetera Investment Advisers
71
Cetera Investment Advisers
Illinois
$553K -$1.36K -21 -0.2%
NECFA
72
New England Capital Financial Advisors
Connecticut
$521K -$18.2K -280 -3%
NPAN
73
Northeast Planning Associates NH
New Hampshire
$516K +$529K +8,150 New
GVAG
74
Great Valley Advisor Group
Delaware
$507K +$93.7K +1,445 +22%
GWAG
75
Garrett Wealth Advisory Group
Texas
$492K +$52.9K +816 +12%

SPGM Hedge Fund Activity: Q4 2024 in Review

135 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q4 2024, worth a combined $934M — up 51% from $620M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SPGM positions and 14 closed out — a net gain of 5 holders — while 61 added to existing stakes and 33 trimmed.

The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $30.2M. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $17.9M sold.

  • 135 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $934M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q4 2024, up 51% quarter-over-quarter.
  • 19 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q4 2024 and 14 closed out, a net change of +5 holders.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q4 2024 was Independent Advisor Alliance, an estimated $30.2M added.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q4 2024 was Mirae Asset Global Investments, an estimated $17.9M sold.

Based on aggregated 13F filings for Q4 2024.