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State Street SPDR Portfolio MSCI Global Stock Market ETF

93 hedge funds and large institutions have $409M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 42 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 28

0% more funds holding

Funds holding: 9393 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

2.17% less ownership

Funds ownership: 72.3%70.13% (-2.2%)

5% less capital invested

Capital invested by funds: $433M → $409M (-$23.3M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
93
Holders Change
Holders Change %
0%
% of All Funds
1.46%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
8
Increased
42
Reduced
28
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
APW
76
Acima Private Wealth
Virginia
$84.9K
BCMLT
77
Beacon Capital Management LLC (Tennessee)
Tennessee
$73.3K +$70.9K +1,400 New
CIA
78
Cape Investment Advisory
Georgia
$69.9K
GRP
79
Global Retirement Partners
California
$56.4K +$608 +12 +1%
CSPIA
80
Cary Street Partners Investment Advisory
Virginia
$40.7K +$456 +9 +1%
GWM
81
Geneos Wealth Management
Colorado
$33K -$6.89K -136 -18%
Fidelity Investments
82
Fidelity Investments
Massachusetts
$19.4K -$355 -7 -2%
NA
83
NewEdge Advisors
Louisiana
$12.7K +$5.07K +100 +70%
CA
84
Clearstead Advisors
Ohio
$10.7K +$152 +3 +1%
Wells Fargo
85
Wells Fargo
California
$6.66K
Fifth Third Bancorp
86
Fifth Third Bancorp
Ohio
$5.97K
AF
87
Advisornet Financial
Minnesota
$4.29K +$2.13K +42 +105%
CSWM
88
Cassady Schiller Wealth Management
Ohio
$3.71K +$3.6K +71 New
KFI
89
Key Financial Inc
Pennsylvania
$3.61K +$3.5K +69 New
NIC
90
Northwest Investment Counselors
Oregon
$3.45K
IRC
91
Investors Research Corp
Georgia
$2.41K
S
92
SignatureFD
Georgia
$1.57K
TFP
93
Tilia Fiduciary Partners
North Carolina
$1.03K +$51 +1 +5%
SMM
94
Stadion Money Management
Georgia
-$43M -861,315 Closed
GWP
95
Gateway Wealth Partners
Wisconsin
-$14.1M -283,311 Closed
GSEP
96
Golden State Equity Partners
California
-$2.18M -43,713 Closed
PAI
97
Pittenger & Anderson Inc
Nebraska
-$71.8K -1,440 Closed
BAM
98
Belpointe Asset Management
Nevada
-$42.8K -858 Closed
AF
99
Allworth Financial
California
-$2.25K -45 Closed
ASN
100
Advisory Services Network
Georgia
-$1.3K -26 Closed

SPGM Hedge Fund Activity: Q2 2023 in Review

93 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q2 2023, worth a combined $409M — down 5.4% from $433M a quarter earlier.

Fund positioning in SPGM was balanced in Q2 2023: 8 funds opened new positions, 8 closed out, 42 added to existing stakes and 28 trimmed.

The largest buyer was LPL Financial, adding an estimated $10.5M. The largest seller was Stadion Money Management, exiting entirely with an estimated $43M sold.

  • 93 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $409M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q2 2023, down 5.4% quarter-over-quarter.
  • 8 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q2 2023 and 8 closed out, a net change of 0 holders.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q2 2023 was LPL Financial, an estimated $10.5M added.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q2 2023 was Stadion Money Management, an estimated $43M sold.

Based on aggregated 13F filings for Q2 2023.