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State Street SPDR Portfolio MSCI Global Stock Market ETF

122 hedge funds and large institutions have $579M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 44 increasing their positions, 30 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

360% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 5

47% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 30

16% more funds holding

Funds holding: 105122 (+17)

15% more capital invested

Capital invested by funds: $503M → $579M (+$76.1M)

0.56% more ownership

Funds ownership: 74.04%74.6% (+0.56%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
122
Holders Change
+17
Holders Change %
+16.19%
% of All Funds
1.76%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
23
Increased
44
Reduced
30
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
101
Global Retirement Partners
California
$72.9K
SA
102
Scarborough Advisors
Maryland
$64.5K +$3.48K +61 +6%
GWM
103
Geneos Wealth Management
Colorado
$37.7K
CB
104
CNB Bank
Pennsylvania
$35.9K +$34.2K +601 New
Fidelity Investments
105
Fidelity Investments
Massachusetts
$30.6K
MWM
106
MGB Wealth Management
Texas
$17.9K
NA
107
NewEdge Advisors
Louisiana
$14.8K
MCM
108
MidAtlantic Capital Management
Virginia
$14.1K +$11K +193 +439%
AI
109
Arvest Investments
Arkansas
$7.82K -$17.8K -312 -70%
CA
110
CoreCap Advisors
Michigan
$6.5K +$6.21K +109 New
GI
111
GAMMA Investing
California
$5.79K +$5.53K +97 New
US Bancorp
112
US Bancorp
Minnesota
$5.37K +$5.13K +90 New
KFI
113
Key Financial Inc
Pennsylvania
$5.25K +$1.03K +18 +26%
CSWM
114
Cassady Schiller Wealth Management
Ohio
$4.27K
NIC
115
Northwest Investment Counselors
Oregon
$3.94K +$3.76K +66 New
IRC
116
Investors Research Corp
Georgia
$2.75K
CA
117
Continuum Advisory
Idaho
$2.44K +$2.34K +41 New
S
118
SignatureFD
Georgia
$2.27K +$456 +8 +27%
HGERS
119
Householder Group Estate & Retirement Specialist
Arizona
$1.97K
HI
120
Harbour Investments
Wisconsin
$1.01K +$969 +17 New
BCMLT
121
Beacon Capital Management LLC (Tennessee)
Tennessee
$836
Wells Fargo
122
Wells Fargo
California
$54 +$57 +1 New
FTUS
123
Flow Traders U.S.
New York
-$1.97M -35,588 Closed
PPWP
124
Proquility Private Wealth Partners
Nevada
-$553K -9,999 Closed
Comerica Bank
125
Comerica Bank
Texas
-$42.4K -766 Closed

SPGM Hedge Fund Activity: Q1 2024 in Review

122 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q1 2024, worth a combined $579M — up 15% from $503M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new SPGM positions and 5 closed out — a net gain of 18 holders — while 44 added to existing stakes and 30 trimmed.

The largest buyer was CX Institutional, adding an estimated $9.17M. The largest seller was Old Mission Capital, cutting an estimated $3.95M.

  • 122 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q1 2024, up from 105 in Q4 2023.
  • Funds reported $579M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q1 2024, up 15% quarter-over-quarter.
  • 23 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q1 2024 and 5 closed out, a net change of +18 holders.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q1 2024 was CX Institutional, an estimated $9.17M added.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q1 2024 was Old Mission Capital, an estimated $3.95M sold.

Based on aggregated 13F filings for Q1 2024.