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State Street SPDR Portfolio MSCI Global Stock Market ETF

39 hedge funds and large institutions have $64.1M invested in State Street 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

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

34% more capital invested

Capital invested by funds: $47.9M → $64.1M (+$16.1M)

18% more funds holding

Funds holding: 3339 (+6)

15.6% more ownership

Funds ownership: 106.06%121.65% (+16%)

50% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 14

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
Name Holding Trade Value Shares
Change
Change in
Stake
UWM
1
USAdvisors Wealth Management
Minnesota
$11.1M -$5.38M -135,064 -33%
SFA
2
Sequoia Financial Advisors
Ohio
$10.3M +$217K +5,454 +2%
PFM
3
Peak Financial Management
Massachusetts
$10.2M +$2.62M +65,638 +35%
FHB
4
First Hawaiian Bank
Hawaii
$8.25M +$8.11M +203,530 New
UCFA
5
United Capital Financial Advisors
Texas
$5.81M -$97.6K -2,450 -2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$5.69M +$5.6M +140,476 New
Jane Street
7
Jane Street
New York
$2.28M -$2.65M -66,394 -54%
AF
8
Advisornet Financial
Minnesota
$2.14M -$319K -8,016 -13%
Morgan Stanley
9
Morgan Stanley
New York
$1.95M +$380K +9,532 +25%
ACM
10
AlphaStar Capital Management
North Carolina
$1.81M +$105K +2,638 +6%
LPL Financial
11
LPL Financial
California
$886K +$1.43K +36 +0.2%
CWS
12
Cypress Wealth Services
California
$530K -$9.24K -232 -2%
FWP
13
FAS Wealth Partners
Kansas
$527K -$65.1K -1,634 -11%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$419K +$12.7K +318 +3%
Citadel Advisors
15
Citadel Advisors
Florida
$400K -$350K -8,792 -47%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$315K -$8.37K -210 -3%
AA
17
Advisory Alpha
Michigan
$297K -$21.9K -550 -6%
WA
18
Wealth Architects
California
$252K -$4.38K -110 -2%
LA
19
LVW Advisors
New York
$226K +$223K +5,588 New
Koshinski Asset Management
20
Koshinski Asset Management
Illinois
$215K +$211K +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 -$8.69K -218 -18%
Citigroup
24
Citigroup
New York
$40K +$19.5K +490 +100%
Bank of America
25
Bank of America
North Carolina
$24K -$136K -3,420 -85%

SPGM Hedge Fund Activity: Q3 2018 in Review

39 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q3 2018, worth a combined $64.1M — up 34% from $47.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SPGM positions and 1 closed out — a net gain of 6 holders — while 7 added to existing stakes and 14 trimmed.

The largest buyer was First Hawaiian Bank, opening a new position worth an estimated $8.11M. The largest seller was USAdvisors Wealth Management, cutting an estimated $5.38M.

  • 39 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q3 2018, up from 33 in Q2 2018.
  • Funds reported $64.1M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q3 2018, up 34% quarter-over-quarter.
  • 7 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q3 2018 and 1 closed out, a net change of +6 holders.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q3 2018 was First Hawaiian Bank, an estimated $8.11M added.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q3 2018 was USAdvisors Wealth Management, an estimated $5.38M sold.

Based on aggregated 13F filings for Q3 2018.