State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
79 hedge funds and large institutions have $301M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 17 reducing their positions, and 6 closing their positions.
88% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 17
83% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 6
7% more funds holding
Funds holding: 74 → 79 (+5)
6% more capital invested
Capital invested by funds: $284M → $301M (+$16.8M)
3.86% more ownership
Funds ownership: 64.9% → 68.77% (+3.9%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$16.8M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$9.7M |
| 3 |
LPL Financial
San Diego,
California
|
+$8.69M |
| 4 |
Jane Street
New York
|
+$8.59M |
| 5 |
IFA
Interactive Financial Advisors
New Lenox,
Illinois
|
+$2.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KPW
Kore Private Wealth
New York
|
-$4.04M |
| 2 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$3.88M |
| 3 |
BL
Balentine LLC
Atlanta,
Georgia
|
-$2.39M |
| 4 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$1.45M |
| 5 |
FAIM
Financial Advocates Investment Management
Olympia,
Washington
|
-$847K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
BlackRock
New York
| $1K | -$769K | -16,232 | -100% |
|
|
S
77
SignatureFD
Atlanta,
Georgia
| $1K | – | – | – |
|
|
TFP
78
Tilia Fiduciary Partners
Wilmington,
North Carolina
| $1K | – | – | – |
|
|
PA
79
Parallel Advisors
San Francisco,
California
| $1K | +$1.33K | +28 | New |
|
|
KPW
80
Kore Private Wealth
New York
| – | -$4.04M | -87,902 | Closed |
|
|
OMC
81
Old Mission Capital
Chicago,
Illinois
| – | -$760K | -16,519 | Closed |
|
|
BA
82
Bridgewater Advisors
New York
| – | -$386K | -8,382 | Closed |
|
|
EWM
83
Evermay Wealth Management
Arlington,
Virginia
| – | -$9K | -200 | Closed |
|
|
CA
84
CoreCap Advisors
Southfield,
Michigan
| – | -$5K | -110 | Closed |
|
85
Rockefeller Capital Management
New York
| – | -$1K | -22 | Closed |
|
SPGM Hedge Fund Activity: Q3 2022 in Review
79 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q3 2022, worth a combined $301M — up 5.9% from $284M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new SPGM positions and 6 closed out — a net gain of 5 holders — while 32 added to existing stakes and 17 trimmed.
The largest buyer was Private Advisor Group, adding an estimated $16.8M. The largest seller was Kore Private Wealth, exiting entirely with an estimated $4.04M sold.
- 79 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q3 2022, up from 74 in Q2 2022.
- Funds reported $301M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q3 2022, up 5.9% quarter-over-quarter.
- 11 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q3 2022 and 6 closed out, a net change of +5 holders.
- The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q3 2022 was Private Advisor Group, an estimated $16.8M added.
- The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q3 2022 was Kore Private Wealth, an estimated $4.04M sold.
Based on aggregated 13F filings for Q3 2022.