State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
99 hedge funds and large institutions have $438M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 21 reducing their positions, and 10 closing their positions.
81% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 21
60% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 10
7% more capital invested
Capital invested by funds: $409M → $438M (+$28.6M)
6% more funds holding
Funds holding: 93 → 99 (+6)
1.27% more ownership
Funds ownership: 70.13% → 71.4% (+1.3%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$15.3M |
| 2 |
LPL Financial
San Diego,
California
|
+$11.5M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$7.78M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$7.65M |
| 5 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
+$6.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$6.87M |
| 2 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$5.81M |
| 3 |
IUHSA
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
-$4.15M |
| 4 |
SCP
Syntal Capital Partners
Midland,
Texas
|
-$4.09M |
| 5 |
IFA
Interactive Financial Advisors
New Lenox,
Illinois
|
-$1.55M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
101
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$6.87M | -131,193 | Closed |
|
|
IUHSA
102
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
| – | -$4.15M | -79,200 | Closed |
|
|
OMC
103
Old Mission Capital
Chicago,
Illinois
| – | -$1.23M | -23,420 | Closed |
|
|
TWP
104
Total Wealth Planning
Cincinnati,
Ohio
| – | -$429K | -8,190 | Closed |
|
|
DWM
105
Denver Wealth Management
Denver,
Colorado
| – | -$429K | -8,189 | Closed |
|
|
RJFSA
106
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$238K | -4,554 | Closed |
|
|
AWM
107
AE Wealth Management
Topeka,
Kansas
| – | -$209K | -3,996 | Closed |
|
108
Truist Financial
Charlotte,
North Carolina
| – | -$203K | -3,873 | Closed |
|
|
TFP
109
Tilia Fiduciary Partners
Wilmington,
North Carolina
| – | -$1.03K | -20 | Closed |
|
SPGM Hedge Fund Activity: Q3 2023 in Review
99 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q3 2023, worth a combined $438M — up 7% from $409M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new SPGM positions and 10 closed out — a net gain of 6 holders — while 38 added to existing stakes and 21 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $15.3M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $6.87M sold.
- 99 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q3 2023, up from 93 in Q2 2023.
- Funds reported $438M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q3 2023, up 7% quarter-over-quarter.
- 16 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q3 2023 and 10 closed out, a net change of +6 holders.
- The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q3 2023 was Wealth Enhancement Advisory Services, an estimated $15.3M added.
- The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q3 2023 was Susquehanna International Group, an estimated $6.87M sold.
Based on aggregated 13F filings for Q3 2023.