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State Street SPDR Portfolio MSCI Global Stock Market ETF

25 hedge funds and large institutions have $28.6M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2017 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

14% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 7

9% more funds holding

Funds holding: 2325 (+2)

6.03% less ownership

Funds ownership: 69.12%63.09% (-6%)

12% less capital invested

Capital invested by funds: $32.3M → $28.6M (-$3.71M)

Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
1
Sequoia Financial Advisors
Ohio
$9.37M +$2.94K +80 +0%
UCFA
2
United Capital Financial Advisors
Texas
$4.99M +$340K +9,258 +8%
Citadel Advisors
3
Citadel Advisors
Florida
$2.98M -$1.17M -31,950 -29%
FWP
4
FAS Wealth Partners
Kansas
$2.32M +$276K +7,528 +14%
LPL Financial
5
LPL Financial
California
$1.8M +$69K +1,880 +4%
ACM
6
AlphaStar Capital Management
North Carolina
$1.67M +$1.62M +44,226 New
Morgan Stanley
7
Morgan Stanley
New York
$1.47M -$12.6K -342 -0.9%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.43M -$2.06M -56,178 -60%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$758K -$82.7K -2,254 -10%
Jane Street
10
Jane Street
New York
$649K -$4.22M -114,940 -87%
PFM
11
Peak Financial Management
Massachusetts
$403K +$5.07K +138 +1%
VF
12
Virtu Financial
New York
$224K +$218K +5,938 New
SBL
13
Sargent Bickham Lagudis
Colorado
$120K
Bank of America
14
Bank of America
North Carolina
$81K +$44.1K +1,202 +126%
PS
15
Portfolio Solutions
Michigan
$78K
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$62K -$10.3K -280 -15%
AG
17
Advisor Group
Arizona
$52K +$50.3K +1,370 New
VIA
18
Vantage Investment Advisors
Pennsylvania
$48K +$10.9K +296 +31%
Citigroup
19
Citigroup
New York
$20K +$5.14K +140 +36%
BRC
20
Bell Rock Capital
Delaware
$15K
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$9K -$3.01K -82 -25%
GAM
22
Gemmer Asset Management
California
$2K
IF
23
Ironwood Financial
Arizona
$1K
MFT
24
Moisand Fitzgerald Tamayo
Florida
$1K +$1.1K +30 New
Wells Fargo
25
Wells Fargo
California
-$8K -230 Closed

SPGM Hedge Fund Activity: Q3 2017 in Review

25 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q3 2017, worth a combined $28.6M — down 12% from $32.3M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new SPGM positions and 1 closed out — a net gain of 3 holders — while 8 added to existing stakes and 7 trimmed.

The largest buyer was AlphaStar Capital Management, opening a new position worth an estimated $1.62M. The largest seller was Jane Street, cutting an estimated $4.22M.

  • 25 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q3 2017, up from 23 in Q2 2017.
  • Funds reported $28.6M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q3 2017, down 12% quarter-over-quarter.
  • 4 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q3 2017 and 1 closed out, a net change of +3 holders.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q3 2017 was AlphaStar Capital Management, an estimated $1.62M added.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q3 2017 was Jane Street, an estimated $4.22M sold.

Based on aggregated 13F filings for Q3 2017.