We are live on ! Find out more
SPGM icon

State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM

129 hedge funds and large institutions have $586M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 69 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 26

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

6% more funds holding

Funds holding: 122 → 129 (+7)

1% more capital invested

Capital invested by funds: $579M → $586M (+$7.01M)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

0.08% less ownership

Funds ownership: 74.6% → 74.51% (-0.08%)

Holders
129
Holders Change
+7
Holders Change %
+5.74%
% of All Funds
1.86%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
14
Increased
69
Reduced
26
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$5.16M
2
Bank of America
Bank of America
North Carolina
+$4M
3
Mariner
Mariner
Kansas
+$3.32M
4
CAM
Cresset Asset Management
Illinois
+$2.38M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.47M

Top Sellers

Rank Fund Capital Flow
1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
-$4.68M
2
AWA
Arkadios Wealth Advisors
Georgia
-$3.62M
3
SFA
Sequoia Financial Advisors
Ohio
-$3M
4
Jane Street
Jane Street
New York
-$2.8M
5
Legal & General Group
Legal & General Group
United Kingdom
-$2.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
76
Commonwealth Equity Services
Massachusetts
$367K +$359K +6,042 New
E3F
77
Eight 31 Financial
Texas
$360K -$1.9M -32,017 -84%
GVAG
78
Great Valley Advisor Group
Delaware
$356K +$77.5K +1,302 +29%
IPA
79
Investment Planning Advisors
Georgia
$349K +$342K +5,750 New
Koshinski Asset Management
80
Koshinski Asset Management
Illinois
$296K +$77.8K +1,307 +38%
FPAS
81
Focus Partners Advisor Solutions
Missouri
$295K – – –
CRI
82
Colonial River Investments
Virginia
$272K -$26.8K -451 -9%
AWM
83
Axxcess Wealth Management
California
$269K +$263K +4,423 New
KAS
84
KPP Advisory Services
Kentucky
$263K +$34K +572 +15%
PA
85
PFG Advisors
Arizona
$249K +$39K +656 +19%
JCM
86
Jacobi Capital Management
Pennsylvania
$248K -$697K -11,709 -74%
IWM
87
IHT Wealth Management
Illinois
$235K +$26.9K +452 +13%
HWP
88
Heritage Wealth Partners
Ohio
$221K +$216K +3,639 New
UAG
89
United Advisor Group
Ohio
$216K -$30K -505 -12%
CMBA
90
C.M. Bidwell & Associates
Hawaii
$216K +$178 +3 +0.1%
MA
91
MCF Advisors
Kentucky
$199K – – –
CIA
92
Cape Investment Advisory
Georgia
$178K – – –
JGCM
93
Joseph Group Capital Management
Ohio
$162K – – –
FWP
94
FAS Wealth Partners
Kansas
$148K +$952 +16 +0.7%
LFG
95
Larson Financial Group
Missouri
$138K +$135K +2,269 New
IGWM
96
ICA Group Wealth Management
Colorado
$134K -$2.3M -38,738 -95%
AWA
97
Alaska Wealth Advisors
Alaska
$116K +$113K +1,907 New
Wells Fargo
98
Wells Fargo
California
$114K +$111K +1,873 +187,300%
PMFA
99
Plante Moran Financial Advisors
Michigan
$107K – – –
APW
100
Acima Private Wealth
Virginia
$98.6K – – –
2 3
4
5 6

SPGM Hedge Fund Activity: Q2 2024 in Review

129 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q2 2024, worth a combined $586M — up 1.2% from $579M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SPGM positions and 6 closed out — a net gain of 8 holders — while 69 added to existing stakes and 26 trimmed.

The largest buyer was LPL Financial, adding an estimated $5.16M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $4.68M.

  • 129 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q2 2024, up from 122 in Q1 2024.
  • Funds reported $586M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q2 2024, up 1.2% quarter-over-quarter.
  • 14 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q2 2024 and 6 closed out, a net change of +8 holders.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q2 2024 was LPL Financial, an estimated $5.16M added.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q2 2024 was Carson Wealth (CWM LLC), an estimated $4.68M sold.

Based on aggregated 13F filings for Q2 2024.