SPGM icon

SPDR Portfolio MSCI Global Stock Market ETF
SPGM

Overview Fund Activity

29 hedge funds and large institutions have $40M invested in SPDR Portfolio MSCI Global Stock Market ETF in 2018 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
-1
Holders Change %
-3.33%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
2
Increased
12
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFM
Peak Financial Management
Massachusetts
+$3.99M
2
UWM
USAdvisors Wealth Management
Minnesota
+$698K
3
LTFS
Ladenburg Thalmann Financial Services
Florida
+$315K
4
WA
Wealth Architects
California
+$244K
5
UCFA
United Capital Financial Advisors
Texas
+$228K

Top Sellers

1
FWP
FAS Wealth Partners
Kansas
-$1.76M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.11M
3
LPL Financial
LPL Financial
California
-$883K
4
Jane Street
Jane Street
New York
-$771K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$704K
Name Holding Trade Value Shares
Change 		Shares
Change %
UWM
1
USAdvisors Wealth Management
Minnesota
$10.4M +$698K +17,860 +7%
SFA
2
Sequoia Financial Advisors
Ohio
$9.48M -$449K -11,492 -5%
UCFA
3
United Capital Financial Advisors
Texas
$5.48M +$228K +5,828 +4%
PFM
4
Peak Financial Management
Massachusetts
$4.42M +$3.99M +101,920 +917%
AF
5
Advisornet Financial
Minnesota
$2.84M -$235K -6,018 -8%
ACM
6
AlphaStar Capital Management
North Carolina
$2.06M +$90.3K +2,310 +5%
Morgan Stanley
7
Morgan Stanley
New York
$1.35M -$44.2K -1,130 -3%
LPL Financial
8
LPL Financial
California
$967K -$883K -22,582 -48%
FWP
9
FAS Wealth Partners
Kansas
$764K -$1.76M -44,962 -70%
CWS
10
Cypress Wealth Services
California
$454K +$87.4K +2,236 +24%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$393K +$315K +8,052 +406%
CF
12
Centaurus Financial
California
$357K +$89.5K +2,286 +33%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$314K -$704K -18,002 -69%
WA
14
Wealth Architects
California
$244K +$244K +6,238 New
Bank of America
15
Bank of America
North Carolina
$126K +$30.4K +780 +32%
SBL
16
Sargent Bickham Lagudis
Colorado
$124K – – –
CMBA
17
C.M. Bidwell & Associates
Hawaii
$92K – – –
PS
18
Portfolio Solutions
Michigan
$79K – – –
VIA
19
Vantage Investment Advisors
Pennsylvania
$51K +$1.72K +44 +3%
Citigroup
20
Citigroup
New York
$35K +$14.2K +362 +68%
AWA
21
Acorn Wealth Advisors
Michigan
$19K – – –
BRC
22
Bell Rock Capital
Delaware
$15K – – –
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$14K +$4.06K +102 +41%
GRP
24
Global Retirement Partners
California
$3K – – –
AG
25
Advisor Group
Arizona
$3K +$3K +86 New
1
2