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State Street SPDR Portfolio MSCI Global Stock Market ETF

146 hedge funds and large institutions have $701M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 51 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

7% more capital invested

Capital invested by funds: $655M → $701M (+$46M)

7% more funds holding

Funds holding: 137146 (+9)

2% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 51

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4.01% less ownership

Funds ownership: 60.2%56.18% (-4%)

Holders
146
Holders Change
+9
Holders Change %
+6.57%
% of All Funds
1.92%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
18
Increased
52
Reduced
51
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
76
Geneos Wealth Management
Colorado
$567K +$232K +3,240 +75%
SIM
77
Stratos Investment Management
Ohio
$564K -$21.6K -301 -4%
CAPTRUST Financial Advisors
78
CAPTRUST Financial Advisors
North Carolina
$543K -$203K -2,828 -28%
Stifel Financial
79
Stifel Financial
Missouri
$526K +$11.5K +161 +2%
BW
80
BIP Wealth
Georgia
$514K -$1.86K -26 -0.4%
VCA
81
Verdence Capital Advisors
Maryland
$498K
VPA
82
Vernal Point Advisors
California
$482K
BA
83
Bridgewater Advisors
New York
$461K +$2.87K +40 +0.7%
GS
84
GTS Securities
New York
$424K +$406K +5,660 New
CWM
85
Cornerstone Wealth Management
Missouri
$399K -$4.01K -56 -1%
Financial Engines Advisors
86
Financial Engines Advisors
California
$382K +$1.22K +17 +0.3%
PA
87
Perennial Advisors
New York
$382K +$108K +1,500 +42%
SF
88
Summit Financial
New Jersey
$378K +$362K +5,049 New
Koshinski Asset Management
89
Koshinski Asset Management
Illinois
$359K -$5.45K -76 -2%
FPAS
90
Focus Partners Advisor Solutions
Missouri
$349K -$13.4K -187 -4%
IWM
91
IHT Wealth Management
Illinois
$327K +$5.09K +71 +2%
JCM
92
Jacobi Capital Management
Pennsylvania
$324K -$104K -1,449 -25%
KFI
93
Key Financial Inc
Pennsylvania
$321K +$574 +8 +0.2%
AWA
94
Alaska Wealth Advisors
Alaska
$309K +$14.8K +207 +5%
SMA
95
Sage Mountain Advisors
Georgia
$306K +$293K +4,081 New
STFP
96
Signal Tree Financial Partners
Ohio
$294K -$8.39K -117 -3%
APWA
97
Atlas Private Wealth Advisors
New Jersey
$283K -$319K -4,447 -54%
Creative Planning
98
Creative Planning
Kansas
$275K +$263K +3,666 New
CIA
99
Cape Investment Advisory
Georgia
$272K -$860 -12 -0.3%
UAG
100
United Advisor Group
Ohio
$269K

SPGM Hedge Fund Activity: Q3 2025 in Review

146 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q3 2025, worth a combined $701M — up 7% from $655M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SPGM positions and 7 closed out — a net gain of 11 holders — while 52 added to existing stakes and 51 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $23.8M. The largest seller was LPL Financial, cutting an estimated $33.8M.

  • 146 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q3 2025, up from 137 in Q2 2025.
  • Funds reported $701M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q3 2025, up 7% quarter-over-quarter.
  • 18 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q3 2025 and 7 closed out, a net change of +11 holders.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q3 2025 was HighTower Advisors, an estimated $23.8M added.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q3 2025 was LPL Financial, an estimated $33.8M sold.

Based on aggregated 13F filings for Q3 2025.