State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
14 hedge funds and large institutions have $6.7M invested in State Street 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.
150% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 2
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
0% more funds holding
Funds holding: 14 → 14 (0)
10.62% less ownership
Funds ownership: 47.26% → 36.64% (-11%)
22% less capital invested
Capital invested by funds: $8.56M → $6.7M (-$1.86M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$628K |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$624K |
| 3 |
KC
Kingfisher Capital
Charlotte,
North Carolina
|
+$127K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$25.5K |
| 5 |
VIA
Vantage Investment Advisors
State College,
Pennsylvania
|
+$23.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$3.36M |
| 2 |
Morgan Stanley
New York
|
-$80.5K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$6K |
| 4 |
RIA
Regal Investment Advisors
Kentwood,
Michigan
|
-$3K |
SPGM Hedge Fund Activity: Q4 2015 in Review
14 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q4 2015, worth a combined $6.7M — down 22% from $8.56M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new SPGM positions and 2 closed out — a net gain of 1 holder — while 5 added to existing stakes and 2 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $628K. The largest seller was Citadel Advisors, cutting an estimated $3.36M.
- 14 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q4 2015, unchanged from Q3 2015.
- Funds reported $6.7M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q4 2015, down 22% quarter-over-quarter.
- 3 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q4 2015 and 2 closed out, a net change of +1 holder.
- The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q4 2015 was Envestnet Asset Management, an estimated $628K added.
- The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q4 2015 was Citadel Advisors, an estimated $3.36M sold.
Based on aggregated 13F filings for Q4 2015.