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State Street SPDR Portfolio MSCI Global Stock Market ETF

122 hedge funds and large institutions have $579M invested in State Street 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

360% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 5

47% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 30

16% more funds holding

Funds holding: 105122 (+17)

15% more capital invested

Capital invested by funds: $503M → $579M (+$76.1M)

0.56% more ownership

Funds ownership: 74.04%74.6% (+0.56%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
122
Holders Change
+17
Holders Change %
+16.19%
% of All Funds
1.76%
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
Name Holding Trade Value Shares
Change
Change in
Stake
CA
76
Clearstead Advisors
Ohio
$341K +$282K +4,948 +647%
CWM
77
Cornerstone Wealth Management
Missouri
$337K +$50.7K +889 +19%
CA
78
Cetera Advisors
Colorado
$332K +$317K +5,567 New
PCMC
79
Planning Capital Management Corporation
Pennsylvania
$296K
CRI
80
Colonial River Investments
Virginia
$294K -$353K -6,189 -56%
JP Morgan Chase
81
JP Morgan Chase
New York
$294K -$5.7K -100 -2%
FPAS
82
Focus Partners Advisor Solutions
Missouri
$289K +$2.05K +36 +0.7%
APWA
83
Atlas Private Wealth Advisors
New Jersey
$280K -$268K -4,697 -50%
GVAG
84
Great Valley Advisor Group
Delaware
$271K +$2.62K +46 +1%
Citadel Advisors
85
Citadel Advisors
Florida
$246K +$235K +4,127 New
UAG
86
United Advisor Group
Ohio
$242K +$231K +4,053 New
SWM
87
Spire Wealth Management
Virginia
$237K +$59K +1,035 +35%
KAS
88
KPP Advisory Services
Kentucky
$224K +$214K +3,761 New
CMBA
89
C.M. Bidwell & Associates
Hawaii
$212K -$1.37K -24 -0.7%
Koshinski Asset Management
90
Koshinski Asset Management
Illinois
$207K +$198K +3,471 New
PA
91
PFG Advisors
Arizona
$205K +$196K +3,440 New
IWM
92
IHT Wealth Management
Illinois
$203K +$194K +3,408 New
MA
93
MCF Advisors
Kentucky
$196K
CIA
94
Cape Investment Advisory
Georgia
$175K +$2.79K +49 +2%
JGCM
95
Joseph Group Capital Management
Ohio
$159K -$2.73K -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 +$93.7K +1,644 New
APW
99
Acima Private Wealth
Virginia
$96.8K
PCWA
100
Pacific Capital Wealth Advisors
California
$84.7K

SPGM Hedge Fund Activity: Q1 2024 in Review

122 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q1 2024, worth a combined $579M — up 15% from $503M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SPGM positions and 5 closed out — a net gain of 18 holders — while 44 added to existing stakes and 30 trimmed.

The largest buyer was CX Institutional, adding an estimated $9.17M. The largest seller was Old Mission Capital, cutting an estimated $3.95M.

  • 122 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q1 2024, up from 105 in Q4 2023.
  • Funds reported $579M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q1 2024, up 15% quarter-over-quarter.
  • 23 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q1 2024 and 5 closed out, a net change of +18 holders.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q1 2024 was CX Institutional, an estimated $9.17M added.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q1 2024 was Old Mission Capital, an estimated $3.95M sold.

Based on aggregated 13F filings for Q1 2024.