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SPDR Portfolio MSCI Global Stock Market ETF
SPGM

Overview Fund Activity

45 hedge funds and large institutions have $132M invested in 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
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
–

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$20.9M
2
Citadel Advisors
Citadel Advisors
Florida
+$11M
3
FC
Financial Consulate
Maryland
+$11M
4
Bank of America
Bank of America
North Carolina
+$4.46M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.41M

Top Sellers

1
ACM
AlphaStar Capital Management
North Carolina
-$1.35M
2
Jane Street
Jane Street
New York
-$732K
3
LTFS
Ladenburg Thalmann Financial Services
Florida
-$288K
4
AF
Advisornet Financial
Minnesota
-$280K
5
WA
Wealth Architects
California
-$252K
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
1
Waddell & Associates
Tennessee
$24.9M +$24.9M +715,198 New
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$20.9M +$20.9M +600,000 New
Citadel Advisors
3
Citadel Advisors
Florida
$11.3M +$11M +314,844 +3,189%
FC
4
Financial Consulate
Maryland
$11M +$11M +314,716 New
PFM
5
Peak Financial Management
Massachusetts
$9.98M +$1.19M +34,260 +14%
UWM
6
USAdvisors Wealth Management
Minnesota
$9.58M +$61.3K +1,762 +0.6%
FHB
7
First Hawaiian Bank
Hawaii
$9.29M +$2.2M +63,280 +31%
SFA
8
Sequoia Financial Advisors
Ohio
$8.92M +$40.5K +1,164 +0.5%
UCFA
9
United Capital Financial Advisors
Texas
$4.96M -$31.8K -914 -0.6%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$4.83M -$64.7K -1,858 -1%
Bank of America
11
Bank of America
North Carolina
$4.48M +$4.46M +128,192 +21,509%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.41M +$2.41M +69,194 New
Morgan Stanley
13
Morgan Stanley
New York
$2M +$329K +9,464 +20%
AF
14
Advisornet Financial
Minnesota
$1.56M -$280K -8,046 -15%
Jane Street
15
Jane Street
New York
$1.23M -$732K -21,036 -37%
FNC
16
First National Corp
Massachusetts
$817K +$817K +23,476 New
LPL Financial
17
LPL Financial
California
$637K -$123K -3,548 -16%
FWP
18
FAS Wealth Partners
Kansas
$464K +$11.4K +328 +3%
CWS
19
Cypress Wealth Services
California
$463K +$8.07K +232 +2%
IDA
20
Intelligence Driven Advisers
California
$438K +$438K +12,590 New
RJFSA
21
Raymond James Financial Services Advisors
Florida
$317K +$317K +9,114 New
AA
22
Advisory Alpha
Michigan
$278K -$21.3K -570 -7%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$259K -$11.6K -334 -4%
APW
24
Acima Private Wealth
Virginia
$242K +$242K +6,942 New
LA
25
LVW Advisors
New York
$211K +$16.1K +462 +8%
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