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State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM

135 hedge funds and large institutions have $934M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 61 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 33

51% more capital invested

Capital invested by funds: $620M → $934M (+$313M)

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

4.69% more ownership

Funds ownership: 69.65% → 74.33% (+4.7%)

0% more funds holding

Funds holding: 135 → 135 (0)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
135
Holders Change
–
Holders Change %
0%
% of All Funds
1.78%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
19
Increased
61
Reduced
33
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IAA
Independent Advisor Alliance
North Carolina
+$30.2M
2
Jane Street
Jane Street
New York
+$15.8M
3
EFG
Ethos Financial Group
Pennsylvania
+$8.13M
4
Mariner
Mariner
Kansas
+$5.59M
5
Bank of America
Bank of America
North Carolina
+$5.34M

Top Sellers

Rank Fund Capital Flow
1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$17.9M
2
EF
Empowered Funds
Pennsylvania
-$7.73M
3
FHC
First Heartland Consultants
Missouri
-$6.18M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.14M
5
PAG
Private Advisor Group
New Jersey
-$3.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
BW
76
BIP Wealth
Georgia
$471K +$36.4K +562 +8%
SWM
77
Spire Wealth Management
Virginia
$456K +$9.79K +151 +2%
WWM
78
Western Wealth Management
Colorado
$436K +$7.07K +109 +2%
Commonwealth Equity Services
79
Commonwealth Equity Services
Massachusetts
$416K +$23.6K +364 +6%
PA
80
PFG Advisors
Arizona
$414K +$48.1K +741 +13%
VPA
81
Vernal Point Advisors
California
$408K – – –
VCA
82
Verdence Capital Advisors
Maryland
$405K +$4.54K +70 +1%
CWM
83
Cornerstone Wealth Management
Missouri
$385K -$37.9K -584 -9%
HFS
84
Hughes Financial Services
Virginia
$369K +$378K +5,826 New
AI
85
Atria Investments
North Carolina
$317K +$325K +5,013 New
FPAS
86
Focus Partners Advisor Solutions
Missouri
$311K +$10.8K +166 +3%
KFI
87
Key Financial Inc
Pennsylvania
$296K +$232K +3,570 +323%
IWM
88
IHT Wealth Management
Illinois
$294K +$24.2K +373 +9%
Ameriprise
89
Ameriprise
Minnesota
$279K +$285K +4,399 New
PPP
90
Private Portfolio Partners
New Jersey
$274K +$34.4K +531 +14%
STFP
91
Signal Tree Financial Partners
Ohio
$261K +$267K +4,124 New
HWP
92
Heritage Wealth Partners
Ohio
$233K +$2.59K +40 +1%
CIA
93
Cape Investment Advisory
Georgia
$229K +$43.8K +675 +23%
UAG
94
United Advisor Group
Ohio
$226K +$1.49K +23 +0.6%
CMBA
95
C.M. Bidwell & Associates
Hawaii
$225K +$130 +2 +0.1%
JCM
96
Jacobi Capital Management
Pennsylvania
$224K +$24.1K +371 +12%
MA
97
MCF Advisors
Kentucky
$208K -$195 -3 -0.1%
MPWS
98
McCarter Private Wealth Services
Massachusetts
$207K – – –
FWP
99
FAS Wealth Partners
Kansas
$155K +$1.23K +19 +0.8%
LFG
100
Larson Financial Group
Missouri
$145K +$1.62K +25 +1%
2 3
4
5 6

SPGM Hedge Fund Activity: Q4 2024 in Review

135 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q4 2024, worth a combined $934M — up 51% from $620M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SPGM positions and 14 closed out — a net gain of 5 holders — while 61 added to existing stakes and 33 trimmed.

The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $30.2M. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $17.9M sold.

  • 135 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $934M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q4 2024, up 51% quarter-over-quarter.
  • 19 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q4 2024 and 14 closed out, a net change of +5 holders.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q4 2024 was Independent Advisor Alliance, an estimated $30.2M added.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q4 2024 was Mirae Asset Global Investments, an estimated $17.9M sold.

Based on aggregated 13F filings for Q4 2024.