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State Street SPDR Portfolio MSCI Global Stock Market ETF

33 hedge funds and large institutions have $47.9M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2018 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

43% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 7

20.71% more ownership

Funds ownership: 85.34%106.06% (+21%)

20% more capital invested

Capital invested by funds: $40M → $47.9M (+$7.88M)

14% more funds holding

Funds holding: 2933 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
33
Holders Change
+4
Holders Change %
+13.79%
% of All Funds
0.76%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
10
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UWM
1
USAdvisors Wealth Management
Minnesota
$10.4M +$5.65M +143,598 +54%
SFA
2
Sequoia Financial Advisors
Ohio
$9.64M +$280K +7,102 +3%
PFM
3
Peak Financial Management
Massachusetts
$7.21M +$2.9M +73,692 +65%
UCFA
4
United Capital Financial Advisors
Texas
$5.63M +$223K +5,666 +4%
Jane Street
5
Jane Street
New York
$4.74M +$4.83M +122,776 New
AF
6
Advisornet Financial
Minnesota
$2.35M -$468K -11,898 -16%
ACM
7
AlphaStar Capital Management
North Carolina
$1.63M -$417K -10,602 -20%
Morgan Stanley
8
Morgan Stanley
New York
$1.49M +$164K +4,158 +12%
LPL Financial
9
LPL Financial
California
$843K -$115K -2,916 -12%
Citadel Advisors
10
Citadel Advisors
Florida
$723K +$735K +18,666 New
FWP
11
FAS Wealth Partners
Kansas
$566K -$193K -4,906 -25%
CWS
12
Cypress Wealth Services
California
$514K +$66.8K +1,696 +15%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$393K
CF
14
Centaurus Financial
California
$353K +$315 +8 +0.1%
AA
15
Advisory Alpha
Michigan
$340K +$337K +8,556 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$309K -$1.42K -36 -0.4%
WA
17
Wealth Architects
California
$244K +$3.31K +84 +1%
Bank of America
18
Bank of America
North Carolina
$155K +$30.7K +780 +24%
SBL
19
Sargent Bickham Lagudis
Colorado
$122K
CMBA
20
C.M. Bidwell & Associates
Hawaii
$91K
VIA
21
Vantage Investment Advisors
Pennsylvania
$47K -$3.31K -84 -6%
UBS Group
22
UBS Group
Switzerland
$23K +$23.9K +606 New
Citigroup
23
Citigroup
New York
$19K -$15.7K -400 -45%
AWA
24
Acorn Wealth Advisors
Michigan
$19K
BRC
25
Bell Rock Capital
Delaware
$15K

SPGM Hedge Fund Activity: Q2 2018 in Review

33 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q2 2018, worth a combined $47.9M — up 20% from $40M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new SPGM positions and 1 closed out — a net gain of 4 holders — while 10 added to existing stakes and 7 trimmed.

The largest buyer was USAdvisors Wealth Management, adding an estimated $5.65M. The largest seller was Advisornet Financial, cutting an estimated $468K.

  • 33 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q2 2018, up from 29 in Q1 2018.
  • Funds reported $47.9M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q2 2018, up 20% quarter-over-quarter.
  • 5 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q2 2018 and 1 closed out, a net change of +4 holders.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q2 2018 was USAdvisors Wealth Management, an estimated $5.65M added.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q2 2018 was Advisornet Financial, an estimated $468K sold.

Based on aggregated 13F filings for Q2 2018.