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State Street SPDR Portfolio MSCI Global Stock Market ETF

129 hedge funds and large institutions have $586M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 69 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 26

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

6% more funds holding

Funds holding: 122129 (+7)

1% more capital invested

Capital invested by funds: $579M → $586M (+$7.01M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.08% less ownership

Funds ownership: 74.6%74.51% (-0.08%)

Holders
129
Holders Change
+7
Holders Change %
+5.74%
% of All Funds
1.86%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
14
Increased
69
Reduced
26
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCWA
101
Pacific Capital Wealth Advisors
California
$86.3K
GRP
102
Global Retirement Partners
California
$74.9K +$714 +12 +1%
KFI
103
Key Financial Inc
Pennsylvania
$61.2K +$54.7K +919 +1,044%
SA
104
Scarborough Advisors
Maryland
$44.9K -$20.3K -342 -32%
GWM
105
Geneos Wealth Management
Colorado
$38.4K
SFC
106
Strategic Financial Concepts
Texas
$37.5K +$721K +12,116 New
CB
107
CNB Bank
Pennsylvania
$36.5K
Fidelity Investments
108
Fidelity Investments
Massachusetts
$35.3K +$4.11K +69 +13%
RIL
109
Rothschild Investment LLC
Illinois
$34.6K +$33.8K +569 New
NA
110
NewEdge Advisors
Louisiana
$30.3K +$14.9K +250 +101%
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$29K +$28.4K +477 New
MWM
112
MGB Wealth Management
Texas
$18.8K
T
113
Tidemark
California
$14.6K +$14.3K +240 New
MCM
114
MidAtlantic Capital Management
Virginia
$14.4K
AssetMark Inc
115
AssetMark Inc
California
$11.4K +$11.2K +188 New
SIS
116
Sound Income Strategies
Florida
$11.1K +$10.8K +182 New
ATPW
117
Ashton Thomas Private Wealth
Arizona
$7.05K +$6.9K +116 New
FHC
118
First Heartland Consultants
Missouri
$6.93K +$204K +3,422 +3%
CA
119
CoreCap Advisors
Michigan
$6.63K
CSWM
120
Cassady Schiller Wealth Management
Ohio
$6.33K +$1.9K +32 +44%
GI
121
GAMMA Investing
California
$5.9K
Bank of Montreal
122
Bank of Montreal
Ontario, Canada
$3.53K -$94.3K -1,586 -96%
S
123
SignatureFD
Georgia
$3.35K +$1.01K +17 +45%
CA
124
Continuum Advisory
Idaho
$2.92K +$416 +7 +17%
IRC
125
Investors Research Corp
Georgia
$2.8K

SPGM Hedge Fund Activity: Q2 2024 in Review

129 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q2 2024, worth a combined $586M — up 1.2% from $579M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SPGM positions and 6 closed out — a net gain of 8 holders — while 69 added to existing stakes and 26 trimmed.

The largest buyer was LPL Financial, adding an estimated $5.16M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $4.68M.

  • 129 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q2 2024, up from 122 in Q1 2024.
  • Funds reported $586M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q2 2024, up 1.2% quarter-over-quarter.
  • 14 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q2 2024 and 6 closed out, a net change of +8 holders.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q2 2024 was LPL Financial, an estimated $5.16M added.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q2 2024 was Carson Wealth (CWM LLC), an estimated $4.68M sold.

Based on aggregated 13F filings for Q2 2024.