SPGM icon

SPDR Portfolio MSCI Global Stock Market ETF
SPGM

Overview Fund Activity

99 hedge funds and large institutions have $438M invested in SPDR Portfolio MSCI Global Stock Market ETF in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+6
Holders Change %
+6.45%
% of All Funds
1.58%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
16
Increased
38
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$14.7M
2
LPL Financial
LPL Financial
California
$103M
3
FTUS
Flow Traders U.S.
New York
$7.51M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$7.95M
5
FHA
Flagship Harbor Advisors
Massachusetts
$6.62M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
2
PAG
Private Advisor Group
New Jersey
$38.3M
3
IUHSA
Itau Unibanco Holding S.A.
Brazil
$0
4
SCP
Syntal Capital Partners
Texas
$2.93M
5
IFA
Interactive Financial Advisors
Illinois
$1.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
JGCM
76
Joseph Group Capital Management
Ohio
$137K – – –
CIA
77
Cape Investment Advisory
Georgia
$127K +$59.9K +1,186 +89%
FWP
78
FAS Wealth Partners
Kansas
$121K – – –
PMFA
79
Plante Moran Financial Advisors
Michigan
$88.5K – – –
APW
80
Acima Private Wealth
Virginia
$81.9K – – –
Comerica Bank
81
Comerica Bank
Texas
$78K +$78K +1,545 New
BCMLT
82
Beacon Capital Management LLC (Tennessee)
Tennessee
$73.3K – – –
GRP
83
Global Retirement Partners
California
$53.4K – – –
Fidelity Investments
84
Fidelity Investments
Massachusetts
$40.9K +$22.2K +440 +119%
CSPIA
85
Cary Street Partners Investment Advisory
Virginia
$39.2K – – –
GWM
86
Geneos Wealth Management
Colorado
$31.9K – – –
Fifth Third Bancorp
87
Fifth Third Bancorp
Ohio
$21.3K +$15.5K +307 +269%
CA
88
Clearstead Advisors
Ohio
$20.6K +$10.3K +204 +100%
SIS
89
Sound Income Strategies
Florida
$11.2K +$11.2K +222 New
NA
90
NewEdge Advisors
Louisiana
$9.49K -$2.73K -54 -22%
AF
91
Advisornet Financial
Minnesota
$4.14K – – –
CSWM
92
Cassady Schiller Wealth Management
Ohio
$3.58K – – –
KFI
93
Key Financial Inc
Pennsylvania
$3.48K – – –
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$3.35K +$3.35K +65 New
NIC
95
Northwest Investment Counselors
Oregon
$3.33K – – –
IRC
96
Investors Research Corp
Georgia
$2.32K – – –
HGERS
97
Householder Group Estate & Retirement Specialist
Arizona
$1.67K +$1.67K +33 New
S
98
SignatureFD
Georgia
$1.52K – – –
GI
99
Gradient Investments
Minnesota
$50 +$50 +1 New
Wells Fargo
100
Wells Fargo
California
$8 -$6.66K -127 Closed
1 2 3
4
5