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State Street SPDR Portfolio MSCI Global Stock Market ETF

157 hedge funds and large institutions have $750M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 70 increasing their positions, 43 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 11

63% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 43

8% more funds holding

Funds holding: 146157 (+11)

7% more capital invested

Capital invested by funds: $701M → $750M (+$49.4M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.04% less ownership

Funds ownership: 56.18%56.14% (-0.04%)

Holders
157
Holders Change
+11
Holders Change %
+7.53%
% of All Funds
1.91%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
23
Increased
70
Reduced
43
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KFI
101
Key Financial Inc
Pennsylvania
$347K +$20.6K +271 +6%
IWM
102
IHT Wealth Management
Illinois
$338K +$3.42K +45 +1%
JCM
103
Jacobi Capital Management
Pennsylvania
$335K +$2.66K +35 +0.8%
SMA
104
Sage Mountain Advisors
Georgia
$313K
Bank of New York Mellon
105
Bank of New York Mellon
New York
$307K +$304K +4,001 New
STFP
106
Signal Tree Financial Partners
Ohio
$302K +$1.82K +24 +0.6%
APWA
107
Atlas Private Wealth Advisors
New Jersey
$293K +$3.34K +44 +1%
Creative Planning
108
Creative Planning
Kansas
$282K +$1.14K +15 +0.4%
CIA
109
Cape Investment Advisory
Georgia
$279K
UAG
110
United Advisor Group
Ohio
$277K +$1.9K +25 +0.7%
CMBA
111
C.M. Bidwell & Associates
Hawaii
$273K +$456 +6 +0.2%
AWM
112
AE Wealth Management
Kansas
$260K +$100K +1,321 +64%
MA
113
MCF Advisors
Kentucky
$252K +$76 +1 +0%
MPWS
114
McCarter Private Wealth Services
Massachusetts
$251K
WIA
115
World Investment Advisors
California
$211K +$210K +2,757 New
SWM
116
Spire Wealth Management
Virginia
$206K -$52.3K -688 -20%
Envestnet Portfolio Solutions
117
Envestnet Portfolio Solutions
Illinois
$201K +$199K +2,621 New
LFG
118
Larson Financial Group
Missouri
$179K +$1.98K +26 +1%
Fidelity Investments
119
Fidelity Investments
Massachusetts
$170K +$37K +487 +28%
HI
120
Horizon Investments
North Carolina
$135K +$133K +1,754 New
PMFA
121
Plante Moran Financial Advisors
Michigan
$134K
AF
122
Advisornet Financial
Minnesota
$129K +$304 +4 +0.2%
SFS
123
Sunrise Financial Services
Washington
$126K +$125K +1,639 New
APW
124
Acima Private Wealth
Virginia
$111K -$17.3K -228 -14%
Jones Financial Companies
125
Jones Financial Companies
Missouri
$109K