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State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM

18 hedge funds and large institutions have $10.9M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2016 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 0 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

63% more capital invested

Capital invested by funds: $6.7M → $10.9M (+$4.24M)

29% more funds holding

Funds holding: 14 → 18 (+4)

14.4% more ownership

Funds ownership: 36.64% → 51.04% (+14%)

Holders
18
Holders Change
+4
Holders Change %
+28.57%
% of All Funds
0.48%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
6
Reduced
–
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$2.76M
2
LPL Financial
LPL Financial
California
+$702K
3
UCFA
United Capital Financial Advisors
Texas
+$615K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$594K
5
VKH
Virtu KCG Holdings
New York
+$485K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$1.63M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$25K
3
Creative Planning
Creative Planning
Kansas
-$5K
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
1
Jane Street
New York
$2.93M +$2.76M +94,868 New
UCFA
2
United Capital Financial Advisors
Texas
$2.67M +$615K +21,096 +32%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.64M +$594K +20,384 +31%
LPL Financial
4
LPL Financial
California
$730K +$702K +24,104 New
KC
5
Kingfisher Capital
North Carolina
$702K +$84.8K +2,912 +13%
VKH
6
Virtu KCG Holdings
New York
$513K +$485K +16,632 New
IWMPD
7
Integrated Wealth Management (Palm Desert)
California
$251K +$55.8K +1,916 +31%
ACM
8
Argentus Capital Management
Texas
$163K +$154K +5,270 New
Morgan Stanley
9
Morgan Stanley
New York
$156K +$16K +550 +12%
SBL
10
Sargent Bickham Lagudis
Colorado
$101K +$95.8K +3,288 New
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$27K – – –
VIA
12
Vantage Investment Advisors
Pennsylvania
$26K +$1.75K +60 +8%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$13K +$12.7K +436 New
Bank of America
14
Bank of America
North Carolina
$8K – – –
GAM
15
Gemmer Asset Management
California
$1K – – –
MFT
16
Moisand Fitzgerald Tamayo
Florida
$1K – – –
IF
17
Ironwood Financial
Arizona
$1K +$932 +32 New
Citadel Advisors
18
Citadel Advisors
Florida
– -$1.63M -53,112 Closed
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
– -$25K -808 Closed
Creative Planning
20
Creative Planning
Kansas
– -$5K -170 Closed

SPGM Hedge Fund Activity: Q1 2016 in Review

18 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q1 2016, worth a combined $10.9M — up 63% from $6.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SPGM positions and 3 closed out — a net gain of 4 holders — while 6 added to existing stakes and 0 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $2.76M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.63M sold.

  • 18 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q1 2016, up from 14 in Q4 2015.
  • Funds reported $10.9M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q1 2016, up 63% quarter-over-quarter.
  • 7 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q1 2016 and 3 closed out, a net change of +4 holders.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q1 2016 was Jane Street, an estimated $2.76M added.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q1 2016 was Citadel Advisors, an estimated $1.63M sold.

Based on aggregated 13F filings for Q1 2016.