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State Street SPDR Portfolio MSCI Global Stock Market ETF

135 hedge funds and large institutions have $934M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 61 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 33

51% more capital invested

Capital invested by funds: $620M → $934M (+$313M)

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

4.69% more ownership

Funds ownership: 69.65%74.33% (+4.7%)

0% more funds holding

Funds holding: 135135 (0)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
135
Holders Change
Holders Change %
0%
% of All Funds
1.78%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
19
Increased
61
Reduced
33
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JGCM
101
Joseph Group Capital Management
Ohio
$133K -$32.2K -497 -19%
PMFA
102
Plante Moran Financial Advisors
Michigan
$111K
APW
103
Acima Private Wealth
Virginia
$103K
PCWA
104
Pacific Capital Wealth Advisors
California
$89.8K
AF
105
Advisornet Financial
Minnesota
$84.3K +$86.3K +1,331 New
EWP
106
Elevation Wealth Partners
California
$81.4K +$83.3K +1,285 New
GRP
107
Global Retirement Partners
California
$78.9K +$843 +13 +1%
GWM
108
Geneos Wealth Management
Colorado
$65.3K
CT
109
Clearstead Trust
Maine
$46.5K +$47.6K +734 New
Fidelity Investments
110
Fidelity Investments
Massachusetts
$45K
CB
111
CNB Bank
Pennsylvania
$38.1K
NA
112
NewEdge Advisors
Louisiana
$33.4K
LIS
113
Legacy Investment Solutions
Idaho
$24.7K
LWMI
114
Legacy Wealth Management (Idaho)
Idaho
$24.7K
RIL
115
Rothschild Investment LLC
Illinois
$23.6K +$259 +4 +1%
AWM
116
AE Wealth Management
Kansas
$22.9K +$23.4K +361 New
LAMC
117
Longview Asset Management (California)
California
$21.9K +$22.4K +346 New
MWM
118
MGB Wealth Management
Texas
$19K
MCM
119
MidAtlantic Capital Management
Virginia
$15K
MCA
120
Midwest Capital Advisors
Michigan
$14.5K +$14.9K +229 New
SIS
121
Sound Income Strategies
Florida
$11.5K
AssetMark Inc
122
AssetMark Inc
California
$9.06K +$9.27K +143 New
CSWM
123
Cassady Schiller Wealth Management
Ohio
$8.14K +$584 +9 +8%
UBS AM
124
UBS AM
Illinois
$7.66K +$7.85K +121 New
CA
125
CoreCap Advisors
Michigan
$6.9K

SPGM Hedge Fund Activity: Q4 2024 in Review

135 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q4 2024, worth a combined $934M — up 51% from $620M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SPGM positions and 14 closed out — a net gain of 5 holders — while 61 added to existing stakes and 33 trimmed.

The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $30.2M. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $17.9M sold.

  • 135 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $934M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q4 2024, up 51% quarter-over-quarter.
  • 19 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q4 2024 and 14 closed out, a net change of +5 holders.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q4 2024 was Independent Advisor Alliance, an estimated $30.2M added.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q4 2024 was Mirae Asset Global Investments, an estimated $17.9M sold.

Based on aggregated 13F filings for Q4 2024.