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SPDR Portfolio MSCI Global Stock Market ETF
SPGM

Overview Fund Activity

128 hedge funds and large institutions have $583M invested in SPDR Portfolio MSCI Global Stock Market ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 68 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+6
Holders Change %
+4.92%
% 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
68
Reduced
26
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$144M
2
Bank of America
Bank of America
North Carolina
$14.1M
3
Mariner
Mariner
Kansas
$26M
4
CAM
Cresset Asset Management
Illinois
$4.86M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.21M

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$2.27M
2
AWA
Arkadios Wealth Advisors
Georgia
$0
3
SFA
Sequoia Financial Advisors
Ohio
$79.8M
4
Jane Street
Jane Street
New York
$0
5
Legal & General Group
Legal & General Group
United Kingdom
$23.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
E3F
76
Eight 31 Financial
Texas
$360K -$1.95M -32,017 -84%
GVAG
77
Great Valley Advisor Group
Delaware
$356K +$79.2K +1,302 +29%
IPA
78
Investment Planning Advisors
Georgia
$349K +$349K +5,750 New
Koshinski Asset Management
79
Koshinski Asset Management
Illinois
$296K +$80.9K +1,307 +38%
FPAS
80
Focus Partners Advisor Solutions
Missouri
$295K – – –
CRI
81
Colonial River Investments
Virginia
$272K -$27.4K -451 -9%
AWM
82
Axxcess Wealth Management
California
$269K +$269K +4,423 New
KAS
83
KPP Advisory Services
Kentucky
$263K +$34.8K +572 +15%
PA
84
PFG Advisors
Arizona
$249K +$39.9K +656 +19%
JCM
85
Jacobi Capital Management
Pennsylvania
$248K -$712K -11,709 -74%
IWM
86
IHT Wealth Management
Illinois
$235K +$27.5K +452 +13%
HWP
87
Heritage Wealth Partners
Ohio
$221K +$221K +3,639 New
UAG
88
United Advisor Group
Ohio
$216K -$30.7K -505 -12%
CMBA
89
C.M. Bidwell & Associates
Hawaii
$216K +$182 +3 +0.1%
MA
90
MCF Advisors
Kentucky
$199K – – –
CIA
91
Cape Investment Advisory
Georgia
$178K – – –
JGCM
92
Joseph Group Capital Management
Ohio
$162K – – –
FWP
93
FAS Wealth Partners
Kansas
$148K +$973 +16 +0.7%
LFG
94
Larson Financial Group
Missouri
$138K +$138K +2,269 New
IGWM
95
ICA Group Wealth Management
Colorado
$134K -$2.35M -38,738 -95%
AWA
96
Alaska Wealth Advisors
Alaska
$116K +$116K +1,907 New
Wells Fargo
97
Wells Fargo
California
$114K +$114K +1,873 +187,300%
PMFA
98
Plante Moran Financial Advisors
Michigan
$107K – – –
APW
99
Acima Private Wealth
Virginia
$98.6K – – –
PCWA
100
Pacific Capital Wealth Advisors
California
$86.3K – – –
2 3
4
5 6