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State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM

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: 135 → 135 (0)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (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
–

Top Buyers

Rank Fund Capital Flow
1
IAA
Independent Advisor Alliance
North Carolina
+$30.2M
2
Jane Street
Jane Street
New York
+$15.8M
3
EFG
Ethos Financial Group
Pennsylvania
+$8.13M
4
Mariner
Mariner
Kansas
+$5.59M
5
Bank of America
Bank of America
North Carolina
+$5.34M

Top Sellers

Rank Fund Capital Flow
1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$17.9M
2
EF
Empowered Funds
Pennsylvania
-$7.73M
3
FHC
First Heartland Consultants
Missouri
-$6.18M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.14M
5
PAG
Private Advisor Group
New Jersey
-$3.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
126
GAMMA Investing
California
$6.14K – – –
CA
127
Continuum Advisory
Idaho
$5.64K +$130 +2 +2%
T
128
Tidemark
California
$4.39K -$2.66K -41 -37%
S
129
SignatureFD
Georgia
$4.25K +$130 +2 +3%
Simplex Trading
130
Simplex Trading
Illinois
$4K +$4.28K +66 New
IRC
131
Investors Research Corp
Georgia
$2.91K – – –
US Bancorp
132
US Bancorp
Minnesota
$2.91K – – –
WSFS
133
Wilmington Savings Fund Society
Delaware
$1.84K +$1.88K +29 New
HI
134
Harbour Investments
Wisconsin
$1.29K +$195 +3 +18%
BCMLT
135
Beacon Capital Management LLC (Tennessee)
Tennessee
$887 – – –
Mirae Asset Global Investments
136
Mirae Asset Global Investments
South Korea
– -$17.9M -276,479 Closed
EF
137
Empowered Funds
Pennsylvania
– -$7.73M -119,369 Closed
FHC
138
First Heartland Consultants
Missouri
– -$6.18M -95,480 Closed
Prudential Financial
139
Prudential Financial
New Jersey
– -$2.94M -45,405 Closed
ECG
140
Edge Capital Group
Georgia
– -$579K -8,947 Closed
SA
141
Sanctuary Advisors
Indiana
– -$312K -4,787 Closed
AWM
142
Axxcess Wealth Management
California
– -$276K -4,264 Closed
CRI
143
Colonial River Investments
Virginia
– -$276K -4,264 Closed
E3F
144
Eight 31 Financial
Texas
– -$210K -3,240 Closed
AWA
145
Alaska Wealth Advisors
Alaska
– -$141K -2,170 Closed
GSEP
146
Golden State Equity Partners
California
– -$86.1K -1,325 Closed
FMTCOCP
147
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
– -$9K -137 Closed
CA
148
Claris Advisors
Missouri
– -$2.33K -36 Closed
HGERS
149
Householder Group Estate & Retirement Specialist
Arizona
– -$2K -33 Closed
2 3 4 5
6

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.