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State Street SPDR Portfolio MSCI Global Stock Market ETF

135 hedge funds and large institutions have $620M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

59% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 34

6% more capital invested

Capital invested by funds: $586M → $620M (+$34.5M)

5% more funds holding

Funds holding: 129135 (+6)

4.87% less ownership

Funds ownership: 74.51%69.65% (-4.9%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
135
Holders Change
+6
Holders Change %
+4.65%
% of All Funds
1.94%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
14
Increased
54
Reduced
34
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FWP
101
FAS Wealth Partners
Kansas
$157K
LFG
102
Larson Financial Group
Missouri
$147K
AWA
103
Alaska Wealth Advisors
Alaska
$141K +$16.3K +263 +14%
PMFA
104
Plante Moran Financial Advisors
Michigan
$114K
APW
105
Acima Private Wealth
Virginia
$105K
PCWA
106
Pacific Capital Wealth Advisors
California
$91.9K -$62 -1 -0.1%
GSEP
107
Golden State Equity Partners
California
$86.1K +$82.1K +1,325 New
GRP
108
Global Retirement Partners
California
$79.8K
KFI
109
Key Financial Inc
Pennsylvania
$71.6K +$6.14K +99 +10%
GWM
110
Geneos Wealth Management
Colorado
$66.8K +$24.8K +400 +63%
Fidelity Investments
111
Fidelity Investments
Massachusetts
$46K +$8.06K +130 +22%
CB
112
CNB Bank
Pennsylvania
$38.9K
NA
113
NewEdge Advisors
Louisiana
$34.2K +$1.86K +30 +6%
LIS
114
Legacy Investment Solutions
Idaho
$24.5K +$23.4K +378 New
LWMI
115
Legacy Wealth Management (Idaho)
Idaho
$24.5K +$23.4K +378 New
RIL
116
Rothschild Investment LLC
Illinois
$23.9K -$12.4K -200 -35%
MWM
117
MGB Wealth Management
Texas
$19.4K
MCM
118
MidAtlantic Capital Management
Virginia
$15.3K
FCA
119
FinTrust Capital Advisors
South Carolina
$15.1K +$14.4K +233 New
SIS
120
Sound Income Strategies
Florida
$11.8K
FMTCOCP
121
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$9K +$8.49K +137 New
CSWM
122
Cassady Schiller Wealth Management
Ohio
$7.78K +$992 +16 +15%
T
123
Tidemark
California
$7.16K -$8.06K -130 -54%
CA
124
CoreCap Advisors
Michigan
$7.06K
GI
125
GAMMA Investing
California
$6.28K

SPGM Hedge Fund Activity: Q3 2024 in Review

135 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q3 2024, worth a combined $620M — up 5.9% from $586M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SPGM positions and 7 closed out — a net gain of 7 holders — while 54 added to existing stakes and 34 trimmed.

The largest buyer was Empowered Funds, opening a new position worth an estimated $7.4M. The largest seller was CX Institutional, cutting an estimated $13M.

  • 135 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q3 2024, up from 129 in Q2 2024.
  • Funds reported $620M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q3 2024, up 5.9% quarter-over-quarter.
  • 14 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q3 2024 and 7 closed out, a net change of +7 holders.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q3 2024 was Empowered Funds, an estimated $7.4M added.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q3 2024 was CX Institutional, an estimated $13M sold.

Based on aggregated 13F filings for Q3 2024.