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State Street SPDR Portfolio MSCI Global Stock Market ETF

23 hedge funds and large institutions have $38.7M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2017 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

133% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 3

30% more capital invested

Capital invested by funds: $29.8M → $38.7M (+$8.92M)

28% more funds holding

Funds holding: 1823 (+5)

2.89% less ownership

Funds ownership: 82.71%79.83% (-2.9%)

Holders
23
Holders Change
+5
Holders Change %
+27.78%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
7
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$10.8M +$10M +294,548 +1,873%
SFA
2
Sequoia Financial Advisors
Ohio
$8.4M -$1.64M -48,216 -17%
Jane Street
3
Jane Street
New York
$5.19M +$5.09M +149,722 New
UCFA
4
United Capital Financial Advisors
Texas
$4.07M -$197K -5,788 -5%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$3.55M +$3.49M +102,492 New
Morgan Stanley
6
Morgan Stanley
New York
$1.86M +$1.38M +40,592 +310%
FWP
7
FAS Wealth Partners
Kansas
$1.79M +$1.76M +51,636 New
LPL Financial
8
LPL Financial
California
$1.53M +$194K +5,690 +15%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$419K +$176K +5,160 +75%
PFM
10
Peak Financial Management
Massachusetts
$366K +$46.9K +1,380 +15%
IWMPD
11
Integrated Wealth Management (Palm Desert)
California
$263K +$31.6K +930 +14%
VKH
12
Virtu KCG Holdings
New York
$231K +$227K +6,678 New
SBL
13
Sargent Bickham Lagudis
Colorado
$111K
PS
14
Portfolio Solutions
Michigan
$72K +$70.3K +2,066 New
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$51K +$49.9K +1,468 New
VIA
16
Vantage Investment Advisors
Pennsylvania
$34K +$1.56K +46 +5%
BRC
17
Bell Rock Capital
Delaware
$14K
Bank of America
18
Bank of America
North Carolina
$11K -$13.6M -399,134 -100%
Wells Fargo
19
Wells Fargo
California
$8K
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$6K +$5.44K +160 New
GAM
21
Gemmer Asset Management
California
$2K
IF
22
Ironwood Financial
Arizona
$1K
UBS Group
23
UBS Group
Switzerland
-$53K -1,628 Closed
LWMT
24
Legacy Wealth Management (Tennessee)
Tennessee
-$2.26K -68 Closed

SPGM Hedge Fund Activity: Q1 2017 in Review

23 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q1 2017, worth a combined $38.7M — up 30% from $29.8M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SPGM positions and 2 closed out — a net gain of 5 holders — while 7 added to existing stakes and 3 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $10M. The largest seller was Bank of America, cutting an estimated $13.6M.

  • 23 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q1 2017, up from 18 in Q4 2016.
  • Funds reported $38.7M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q1 2017, up 30% quarter-over-quarter.
  • 7 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q1 2017 and 2 closed out, a net change of +5 holders.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q1 2017 was Citadel Advisors, an estimated $10M added.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q1 2017 was Bank of America, an estimated $13.6M sold.

Based on aggregated 13F filings for Q1 2017.