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SPDR Portfolio MSCI Global Stock Market ETF
SPGM

Overview Fund Activity

39 hedge funds and large institutions have $64.1M invested in SPDR Portfolio MSCI Global Stock Market ETF in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 7 increasing their positions, 14 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
+6
Holders Change %
+18.18%
% of All Funds
0.89%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
7
Increased
7
Reduced
14
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FHB
First Hawaiian Bank
Hawaii
+$8.25M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$5.69M
3
PFM
Peak Financial Management
Massachusetts
+$2.66M
4
Morgan Stanley
Morgan Stanley
New York
+$386K
5
LA
LVW Advisors
New York
+$226K

Top Sellers

1
UWM
USAdvisors Wealth Management
Minnesota
-$5.47M
2
Jane Street
Jane Street
New York
-$2.69M
3
Citadel Advisors
Citadel Advisors
Florida
-$356K
4
CF
Centaurus Financial
California
-$337K
5
AF
Advisornet Financial
Minnesota
-$325K
Name Holding Trade Value Shares
Change 		Shares
Change %
UWM
1
USAdvisors Wealth Management
Minnesota
$11.1M -$5.47M -135,064 -33%
SFA
2
Sequoia Financial Advisors
Ohio
$10.3M +$221K +5,454 +2%
PFM
3
Peak Financial Management
Massachusetts
$10.2M +$2.66M +65,638 +35%
FHB
4
First Hawaiian Bank
Hawaii
$8.25M +$8.25M +203,530 New
UCFA
5
United Capital Financial Advisors
Texas
$5.81M -$99.3K -2,450 -2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$5.69M +$5.69M +140,476 New
Jane Street
7
Jane Street
New York
$2.28M -$2.69M -66,394 -54%
AF
8
Advisornet Financial
Minnesota
$2.14M -$325K -8,016 -13%
Morgan Stanley
9
Morgan Stanley
New York
$1.95M +$386K +9,532 +25%
ACM
10
AlphaStar Capital Management
North Carolina
$1.81M +$107K +2,638 +6%
LPL Financial
11
LPL Financial
California
$886K +$1.46K +36 +0.2%
CWS
12
Cypress Wealth Services
California
$530K -$9.4K -232 -2%
FWP
13
FAS Wealth Partners
Kansas
$527K -$66.2K -1,634 -11%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$419K +$12.9K +318 +3%
Citadel Advisors
15
Citadel Advisors
Florida
$400K -$356K -8,792 -47%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$315K -$8.5K -210 -3%
AA
17
Advisory Alpha
Michigan
$297K -$20.4K -550 -6%
WA
18
Wealth Architects
California
$252K -$4.46K -110 -2%
LA
19
LVW Advisors
New York
$226K +$226K +5,588 New
Koshinski Asset Management
20
Koshinski Asset Management
Illinois
$215K +$215K +5,306 New
SBL
21
Sargent Bickham Lagudis
Colorado
$128K – – –
CMBA
22
C.M. Bidwell & Associates
Hawaii
$95K – – –
VIA
23
Vantage Investment Advisors
Pennsylvania
$41K -$8.89K -218 -18%
Citigroup
24
Citigroup
New York
$40K +$20K +490 +100%
Bank of America
25
Bank of America
North Carolina
$24K -$138K -3,420 -85%
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