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SPDR Portfolio MSCI Global Stock Market ETF
SPGM

Overview Fund Activity

135 hedge funds and large institutions have $620M invested in SPDR Portfolio MSCI Global Stock Market ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
+7
Holders Change %
+5.47%
% of All Funds
1.95%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
15
Increased
54
Reduced
33
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EF
Empowered Funds
Pennsylvania
$7.73M
2
Jane Street
Jane Street
New York
$3.13M
3
CA
Clearstead Advisors
Ohio
$2.81M
4
Wells Fargo
Wells Fargo
California
$1.12M
5
Morgan Stanley
Morgan Stanley
New York
$4.57M

Top Sellers

1
CI
CX Institutional
Indiana
$1.3M
2
LPL Financial
LPL Financial
California
$148M
3
ACM
Advance Capital Management
Michigan
$22.2M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.18M
5
FHC
First Heartland Consultants
Missouri
$6.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
76
Western Wealth Management
Colorado
$439K -$4.15K -64 -0.9%
CWM
77
Cornerstone Wealth Management
Missouri
$431K +$13K +200 +3%
GVAG
78
Great Valley Advisor Group
Delaware
$425K +$46.7K +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 +$10.7K +165 +3%
PA
82
PFG Advisors
Arizona
$376K +$110K +1,706 +42%
IPA
83
Investment Planning Advisors
Georgia
$349K – – –
KAS
84
KPP Advisory Services
Kentucky
$322K +$41.8K +645 +15%
SA
85
Sanctuary Advisors
Indiana
$312K +$312K +4,787 New
Koshinski Asset Management
86
Koshinski Asset Management
Illinois
$309K – – –
FPAS
87
Focus Partners Advisor Solutions
Missouri
$308K -$6.35K -98 -2%
IWM
88
IHT Wealth Management
Illinois
$277K +$26.6K +411 +11%
CRI
89
Colonial River Investments
Virginia
$276K -$13.5K -209 -5%
AWM
90
Axxcess Wealth Management
California
$276K -$10.3K -159 -4%
PPP
91
Private Portfolio Partners
New Jersey
$245K +$245K +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 +$65 +1 +0%
MA
95
MCF Advisors
Kentucky
$213K – – –
MPWS
96
McCarter Private Wealth Services
Massachusetts
$212K +$212K +3,275 New
E3F
97
Eight 31 Financial
Texas
$210K -$174K -2,691 -45%
JCM
98
Jacobi Capital Management
Pennsylvania
$205K -$59.1K -913 -22%
CIA
99
Cape Investment Advisory
Georgia
$191K +$1.3K +20 +0.7%
JGCM
100
Joseph Group Capital Management
Ohio
$168K -$4.4K -68 -3%
2 3
4
5 6