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SPDR Portfolio MSCI Global Stock Market ETF
SPGM

Overview Fund Activity

33 hedge funds and large institutions have $47.9M invested in 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
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
–

Top Buyers

1
Jane Street
Jane Street
New York
+$4.74M
2
UWM
USAdvisors Wealth Management
Minnesota
+$3.67M
3
PFM
Peak Financial Management
Massachusetts
+$2.85M
4
Citadel Advisors
Citadel Advisors
Florida
+$723K
5
AA
Advisory Alpha
Michigan
+$340K

Top Sellers

1
AF
Advisornet Financial
Minnesota
-$460K
2
ACM
AlphaStar Capital Management
North Carolina
-$409K
3
FWP
FAS Wealth Partners
Kansas
-$190K
4
LPL Financial
LPL Financial
California
-$113K
5
PS
Portfolio Solutions
Michigan
-$79K
Name Holding Trade Value Shares
Change 		Shares
Change %
UWM
1
USAdvisors Wealth Management
Minnesota
$10.4M +$3.67M +143,598 +54%
SFA
2
Sequoia Financial Advisors
Ohio
$9.64M +$274K +7,102 +3%
PFM
3
Peak Financial Management
Massachusetts
$7.21M +$2.85M +73,692 +65%
UCFA
4
United Capital Financial Advisors
Texas
$5.63M +$219K +5,666 +4%
Jane Street
5
Jane Street
New York
$4.74M +$4.74M +122,776 New
AF
6
Advisornet Financial
Minnesota
$2.35M -$460K -11,898 -16%
ACM
7
AlphaStar Capital Management
North Carolina
$1.63M -$409K -10,602 -20%
Morgan Stanley
8
Morgan Stanley
New York
$1.49M +$161K +4,158 +12%
LPL Financial
9
LPL Financial
California
$843K -$113K -2,916 -12%
Citadel Advisors
10
Citadel Advisors
Florida
$723K +$723K +18,666 New
FWP
11
FAS Wealth Partners
Kansas
$566K -$190K -4,906 -25%
CWS
12
Cypress Wealth Services
California
$514K +$65.5K +1,696 +15%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$393K – – –
CF
14
Centaurus Financial
California
$353K +$309 +8 +0.1%
AA
15
Advisory Alpha
Michigan
$340K +$340K +8,556 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$309K -$1.39K -36 -0.4%
WA
17
Wealth Architects
California
$244K +$3.24K +84 +1%
Bank of America
18
Bank of America
North Carolina
$155K +$30.1K +780 +24%
SBL
19
Sargent Bickham Lagudis
Colorado
$122K – – –
CMBA
20
C.M. Bidwell & Associates
Hawaii
$91K – – –
VIA
21
Vantage Investment Advisors
Pennsylvania
$47K -$3.23K -84 -6%
UBS Group
22
UBS Group
Switzerland
$23K +$23K +606 New
Citigroup
23
Citigroup
New York
$19K -$15.4K -400 -45%
AWA
24
Acorn Wealth Advisors
Michigan
$19K – – –
BRC
25
Bell Rock Capital
Delaware
$15K – – –
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