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SPDR Portfolio MSCI Global Stock Market ETF
SPGM

Overview Fund Activity

14 hedge funds and large institutions have $6.7M invested in SPDR Portfolio MSCI Global Stock Market ETF in 2015 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
14
Holders Change
–
Holders Change %
0%
% of All Funds
0.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
5
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.01M
2
UCFA
United Capital Financial Advisors
Texas
$2.02M
3
KC
Kingfisher Capital
North Carolina
$618K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$25K
5
VIA
Vantage Investment Advisors
Pennsylvania
$24K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$1.63M
2
Morgan Stanley
Morgan Stanley
New York
$139K
3
UBS Group
UBS Group
Switzerland
$0
4
RIA
Regal Investment Advisors
Michigan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
1
United Capital Financial Advisors
Texas
$2.02M +$608K +19,772 +43%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$2.01M +$612K +19,890 +44%
Citadel Advisors
3
Citadel Advisors
Florida
$1.63M -$3.27M -106,292 -67%
KC
4
Kingfisher Capital
North Carolina
$618K +$112K +4,012 +22%
IWM
5
Integrated Wealth Management
California
$191K +$1.05K +34 +0.6%
Morgan Stanley
6
Morgan Stanley
New York
$139K -$78.5K -2,550 -36%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$27K – – –
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$25K +$25K +808 New
VIA
9
Vantage Investment Advisors
Pennsylvania
$24K +$22.9K +758 +2,106%
Bank of America
10
Bank of America
North Carolina
$8K – – –
Creative Planning
11
Creative Planning
Kansas
$5K +$5K +170 New
GAM
12
Gemmer Asset Management
California
$2K – – –
MFT
13
Moisand Fitzgerald Tamayo
Florida
$1K +$1K +30 New
UBS Group
14
UBS Group
Switzerland
– -$6K -202 Closed
RIA
15
Regal Investment Advisors
Michigan
– -$3K -120 Closed