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SPDR Portfolio MSCI Global Stock Market ETF
SPGM

Overview Fund Activity

105 hedge funds and large institutions have $503M invested in SPDR Portfolio MSCI Global Stock Market ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 46 increasing their positions, 24 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
+6
Holders Change %
+6.06%
% of All Funds
1.54%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
22
Increased
46
Reduced
24
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$119M
2
OMC
Old Mission Capital
Illinois
$4.62M
3
CI
CX Institutional
Indiana
$4.18M
4
BAM
Belpointe Asset Management
Nevada
$3.16M
5
TW
TrinityPoint Wealth
Connecticut
$3.06M

Top Sellers

1
FHA
Flagship Harbor Advisors
Massachusetts
$0
2
FTUS
Flow Traders U.S.
New York
$1.97M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
SCP
Syntal Capital Partners
Texas
$0
5
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FPAS
76
Focus Partners Advisor Solutions
Missouri
$266K +$266K +4,814 New
CWM
77
Cornerstone Wealth Management
Missouri
$263K +$28.7K +519 +12%
GVAG
78
Great Valley Advisor Group
Delaware
$249K +$249K +4,501 New
CMBA
79
C.M. Bidwell & Associates
Hawaii
$197K +$24.5K +442 +14%
MA
80
MCF Advisors
Kentucky
$182K -$2.71K -49 -1%
SWM
81
Spire Wealth Management
Virginia
$162K +$8.77K +159 +6%
CIA
82
Cape Investment Advisory
Georgia
$159K +$19.8K +357 +14%
JGCM
83
Joseph Group Capital Management
Ohio
$150K – – –
FWP
84
FAS Wealth Partners
Kansas
$134K +$941 +17 +0.7%
PMFA
85
Plante Moran Financial Advisors
Michigan
$97K – – –
APW
86
Acima Private Wealth
Virginia
$89.8K – – –
PCWA
87
Pacific Capital Wealth Advisors
California
$78.5K +$78.5K +1,419 New
GRP
88
Global Retirement Partners
California
$66.8K +$7.83K +143 +13%
SA
89
Scarborough Advisors
Maryland
$56.4K +$56.4K +1,019 New
Comerica Bank
90
Comerica Bank
Texas
$42.4K -$43.1K -779 -50%
CA
91
Clearstead Advisors
Ohio
$42.3K +$19.8K +357 +88%
GWM
92
Geneos Wealth Management
Colorado
$34.9K – – –
HNB
93
Huntington National Bank
Ohio
$34.5K – – –
Fidelity Investments
94
Fidelity Investments
Massachusetts
$28.3K -$16.5K -299 -37%
AI
95
Arvest Investments
Arkansas
$24.5K +$24.5K +443 New
MWM
96
MGB Wealth Management
Texas
$16.6K +$16.6K +300 New
NA
97
NewEdge Advisors
Louisiana
$13.7K +$3.32K +60 +32%
Fifth Third Bancorp
98
Fifth Third Bancorp
Ohio
$6.31K -$17K -307 -73%
ICM
99
Islay Capital Management
Texas
$5.76K +$5.76K +104 New
CSWM
100
Cassady Schiller Wealth Management
Ohio
$3.96K +$55 +1 +1%
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4
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