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State Street SPDR Portfolio MSCI Global Stock Market ETF

135 hedge funds and large institutions have $620M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

59% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 34

6% more capital invested

Capital invested by funds: $586M → $620M (+$34.5M)

5% more funds holding

Funds holding: 129135 (+6)

4.87% less ownership

Funds ownership: 74.51%69.65% (-4.9%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
135
Holders Change
+6
Holders Change %
+4.65%
% of All Funds
1.94%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
14
Increased
54
Reduced
34
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
76
Western Wealth Management
Colorado
$439K -$3.97K -64 -0.9%
CWM
77
Cornerstone Wealth Management
Missouri
$431K +$12.4K +200 +3%
GVAG
78
Great Valley Advisor Group
Delaware
$425K +$44.7K +722 +12%
VPA
79
Vernal Point Advisors
California
$417K
VCA
80
Verdence Capital Advisors
Maryland
$410K
Commonwealth Equity Services
81
Commonwealth Equity Services
Massachusetts
$402K +$10.2K +165 +3%
PA
82
PFG Advisors
Arizona
$376K +$106K +1,706 +42%
IPA
83
Investment Planning Advisors
Georgia
$349K
KAS
84
KPP Advisory Services
Kentucky
$322K +$40K +645 +15%
SA
85
Sanctuary Advisors
Indiana
$312K +$297K +4,787 New
Koshinski Asset Management
86
Koshinski Asset Management
Illinois
$309K
FPAS
87
Focus Partners Advisor Solutions
Missouri
$308K -$6.07K -98 -2%
IWM
88
IHT Wealth Management
Illinois
$277K +$25.5K +411 +11%
CRI
89
Colonial River Investments
Virginia
$276K -$13K -209 -5%
AWM
90
Axxcess Wealth Management
California
$276K -$9.86K -159 -4%
PPP
91
Private Portfolio Partners
New Jersey
$245K +$235K +3,790 New
HWP
92
Heritage Wealth Partners
Ohio
$236K
UAG
93
United Advisor Group
Ohio
$230K
CMBA
94
C.M. Bidwell & Associates
Hawaii
$230K +$62 +1 +0%
MA
95
MCF Advisors
Kentucky
$213K
MPWS
96
McCarter Private Wealth Services
Massachusetts
$212K +$203K +3,275 New
E3F
97
Eight 31 Financial
Texas
$210K -$167K -2,691 -45%
JCM
98
Jacobi Capital Management
Pennsylvania
$205K -$56.6K -913 -22%
CIA
99
Cape Investment Advisory
Georgia
$191K +$1.24K +20 +0.7%
JGCM
100
Joseph Group Capital Management
Ohio
$168K -$4.21K -68 -3%

SPGM Hedge Fund Activity: Q3 2024 in Review

135 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q3 2024, worth a combined $620M — up 5.9% from $586M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SPGM positions and 7 closed out — a net gain of 7 holders — while 54 added to existing stakes and 34 trimmed.

The largest buyer was Empowered Funds, opening a new position worth an estimated $7.4M. The largest seller was CX Institutional, cutting an estimated $13M.

  • 135 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q3 2024, up from 129 in Q2 2024.
  • Funds reported $620M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q3 2024, up 5.9% quarter-over-quarter.
  • 14 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q3 2024 and 7 closed out, a net change of +7 holders.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q3 2024 was Empowered Funds, an estimated $7.4M added.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q3 2024 was CX Institutional, an estimated $13M sold.

Based on aggregated 13F filings for Q3 2024.