We are live on ! Find out more
SPGM icon

State Street SPDR Portfolio MSCI Global Stock Market ETF

45 hedge funds and large institutions have $132M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2018 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

106% more capital invested

Capital invested by funds: $64.1M → $132M (+$68.1M)

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

78.18% more ownership

Funds ownership: 121.65%199.84% (+78%)

44% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 9

15% more funds holding

Funds holding: 3945 (+6)

Holders
45
Holders Change
+6
Holders Change %
+15.38%
% of All Funds
1%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
11
Increased
13
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
1
Waddell & Associates
Tennessee
$24.9M +$26.8M +715,198 New
JP Morgan Chase
2
JP Morgan Chase
New York
$20.9M +$22.5M +600,000 New
Citadel Advisors
3
Citadel Advisors
Florida
$11.3M +$11.8M +314,844 +3,189%
FC
4
Financial Consulate
Maryland
$11M +$11.8M +314,716 New
PFM
5
Peak Financial Management
Massachusetts
$9.98M +$1.28M +34,260 +14%
UWM
6
USAdvisors Wealth Management
Minnesota
$9.57M +$66.1K +1,762 +0.6%
FHB
7
First Hawaiian Bank
Hawaii
$9.29M +$2.37M +63,280 +31%
SFA
8
Sequoia Financial Advisors
Ohio
$8.92M +$43.7K +1,164 +0.5%
UCFA
9
United Capital Financial Advisors
Texas
$4.96M -$34.3K -914 -0.6%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$4.83M -$69.7K -1,858 -1%
Bank of America
11
Bank of America
North Carolina
$4.48M +$4.81M +128,192 +21,509%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.41M +$2.59M +69,194 New
Morgan Stanley
13
Morgan Stanley
New York
$2M +$355K +9,464 +20%
AF
14
Advisornet Financial
Minnesota
$1.56M -$302K -8,046 -15%
Jane Street
15
Jane Street
New York
$1.23M -$789K -21,036 -37%
FNC
16
First National Corp
Massachusetts
$817K +$880K +23,476 New
LPL Financial
17
LPL Financial
California
$637K -$133K -3,548 -16%
FWP
18
FAS Wealth Partners
Kansas
$464K +$12.3K +328 +3%
CWS
19
Cypress Wealth Services
California
$463K +$8.7K +232 +2%
IDA
20
Intelligence Driven Advisers
California
$438K +$472K +12,590 New
RJFSA
21
Raymond James Financial Services Advisors
Florida
$317K +$342K +9,114 New
AA
22
Advisory Alpha
Michigan
$278K -$21.4K -570 -7%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$259K -$12.5K -334 -4%
APW
24
Acima Private Wealth
Virginia
$242K +$260K +6,942 New
LA
25
LVW Advisors
New York
$211K +$17.3K +462 +8%

SPGM Hedge Fund Activity: Q4 2018 in Review

45 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q4 2018, worth a combined $132M — up 106% from $64.1M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SPGM positions and 4 closed out — a net gain of 7 holders — while 13 added to existing stakes and 9 trimmed.

The largest buyer was JP Morgan Chase, opening a new position worth an estimated $22.5M. The largest seller was AlphaStar Capital Management, cutting an estimated $1.46M.

  • 45 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q4 2018, up from 39 in Q3 2018.
  • Funds reported $132M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q4 2018, up 106% quarter-over-quarter.
  • 11 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q4 2018 and 4 closed out, a net change of +7 holders.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q4 2018 was JP Morgan Chase, an estimated $22.5M added.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q4 2018 was AlphaStar Capital Management, an estimated $1.46M sold.

Based on aggregated 13F filings for Q4 2018.