State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
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.
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: 122 → 129 (+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: 5 → 5 (0)
0.08% less ownership
Funds ownership: 74.6% → 74.51% (-0.08%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$5.16M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$4M |
| 3 |
Mariner
Overland Park,
Kansas
|
+$3.32M |
| 4 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
+$2.38M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$4.68M |
| 2 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
-$3.62M |
| 3 |
SFA
Sequoia Financial Advisors
Akron,
Ohio
|
-$3M |
| 4 |
Jane Street
New York
|
-$2.8M |
| 5 |
Legal & General Group
London,
United Kingdom
|
-$2.42M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HGERS
126
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| $2K | – | – | – |
|
|
HI
127
Harbour Investments
Madison,
Wisconsin
| $1.04K | – | – | – |
|
|
BCMLT
128
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| $851 | – | – | – |
|
|
FAM
129
Family Asset Management
Charleston,
South Carolina
| $486 | +$476 | +8 | New |
|
|
AWA
130
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$3.62M | -60,637 | Closed |
|
|
131
Jane Street
New York
| – | -$2.8M | -46,930 | Closed |
|
|
OMC
132
Old Mission Capital
Chicago,
Illinois
| – | -$847K | -14,198 | Closed |
|
|
AI
133
Arvest Investments
Rogers,
Arkansas
| – | -$7.82K | -131 | Closed |
|
134
US Bancorp
Minneapolis,
Minnesota
| – | -$5.37K | -90 | Closed |
|
|
NIC
135
Northwest Investment Counselors
Lake Oswego,
Oregon
| – | -$3.94K | -66 | Closed |
|
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.