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SPDR Portfolio MSCI Global Stock Market ETF
SPGM

Overview Fund Activity

122 hedge funds and large institutions have $579M invested in SPDR Portfolio MSCI Global Stock Market ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 44 increasing their positions, 30 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
+17
Holders Change %
+16.19%
% of All Funds
1.77%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
23
Increased
44
Reduced
30
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CI
CX Institutional
Indiana
+$9.61M
2
Mariner
Mariner
Kansas
+$9.41M
3
LPL Financial
LPL Financial
California
+$7.66M
4
FHC
First Heartland Consultants
Missouri
+$6.6M
5
PAG
Private Advisor Group
New Jersey
+$4.43M

Top Sellers

1
OMC
Old Mission Capital
Illinois
-$4.14M
2
ACM
Advance Capital Management
Michigan
-$3.49M
3
Morgan Stanley
Morgan Stanley
New York
-$2.81M
4
FTUS
Flow Traders U.S.
New York
-$1.97M
5
E3F
Eight 31 Financial
Texas
-$1.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
76
Clearstead Advisors
Ohio
$341K +$296K +4,948 +647%
CWM
77
Cornerstone Wealth Management
Missouri
$337K +$53.1K +889 +19%
CA
78
Cetera Advisors
Colorado
$332K +$332K +5,567 New
PCMC
79
Planning Capital Management Corporation
Pennsylvania
$296K – – –
CRI
80
Colonial River Investments
Virginia
$294K -$369K -6,189 -56%
JPMorgan Chase & Co
81
JPMorgan Chase & Co
New York
$294K -$5.97K -100 -2%
FPAS
82
Focus Partners Advisor Solutions
Missouri
$289K +$2.15K +36 +0.7%
APWA
83
Atlas Private Wealth Advisors
New Jersey
$280K -$280K -4,697 -50%
GVAG
84
Great Valley Advisor Group
Delaware
$271K +$2.74K +46 +1%
Citadel Advisors
85
Citadel Advisors
Florida
$246K +$246K +4,127 New
UAG
86
United Advisor Group
Ohio
$242K +$242K +4,053 New
SWM
87
Spire Wealth Management
Virginia
$237K +$61.8K +1,035 +35%
KAS
88
KPP Advisory Services
Kentucky
$224K +$224K +3,761 New
CMBA
89
C.M. Bidwell & Associates
Hawaii
$212K -$1.43K -24 -0.7%
Koshinski Asset Management
90
Koshinski Asset Management
Illinois
$207K +$207K +3,471 New
PA
91
PFG Advisors
Arizona
$205K +$205K +3,440 New
IWM
92
IHT Wealth Management
Illinois
$203K +$203K +3,408 New
MA
93
MCF Advisors
Kentucky
$196K – – –
CIA
94
Cape Investment Advisory
Georgia
$175K +$2.92K +49 +2%
JGCM
95
Joseph Group Capital Management
Ohio
$159K -$2.87K -48 -2%
FWP
96
FAS Wealth Partners
Kansas
$144K – – –
PMFA
97
Plante Moran Financial Advisors
Michigan
$105K – – –
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$98.2K +$98.2K +1,644 New
APW
99
Acima Private Wealth
Virginia
$96.8K – – –
PCWA
100
Pacific Capital Wealth Advisors
California
$84.7K – – –
2 3
4
5 6