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SPDR Portfolio MSCI Global Stock Market ETF
SPGM

Overview Fund Activity

47 hedge funds and large institutions have $112M invested in SPDR Portfolio MSCI Global Stock Market ETF in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+3
Holders Change %
+6.82%
% of All Funds
1.03%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
9
Increased
11
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UWM
USAdvisors Wealth Management
Minnesota
+$11.8M
2
Jane Street
Jane Street
New York
+$7.51M
3
Citadel Advisors
Citadel Advisors
Florida
+$4.36M
4
BL
Balentine LLC
Georgia
+$4.19M
5
PPA
Parametric Portfolio Associates
Washington
+$4.03M

Top Sellers

1
WA
Waddell & Associates
Tennessee
-$36.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$5.44M
3
UCFA
United Capital Financial Advisors
Texas
-$5.39M
4
ACM
AlphaStar Capital Management
North Carolina
-$1.72M
5
RJA
Raymond James & Associates
Florida
-$565K
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
1
Sequoia Financial Advisors
Ohio
$26.1M +$2.01M +50,408 +8%
UWM
2
USAdvisors Wealth Management
Minnesota
$23.4M +$11.8M +294,497 +101%
PFM
3
Peak Financial Management
Massachusetts
$13.7M +$184K +4,619 +1%
FHB
4
First Hawaiian Bank
Hawaii
$10.9M -$31K -778 -0.3%
Jane Street
5
Jane Street
New York
$7.74M +$7.51M +188,089 +3,173%
Citadel Advisors
6
Citadel Advisors
Florida
$7.14M +$4.36M +109,145 +157%
BL
7
Balentine LLC
Georgia
$4.19M +$4.19M +105,088 New
PPA
8
Parametric Portfolio Associates
Washington
$4.03M +$4.03M +101,040 New
RJA
9
Raymond James & Associates
Florida
$3.15M -$565K -14,162 -15%
Morgan Stanley
10
Morgan Stanley
New York
$2.92M +$1.66M +41,498 +131%
AF
11
Advisornet Financial
Minnesota
$1.69M -$39.3K -984 -2%
FNC
12
First National Corp
Massachusetts
$1.12M +$66.4K +1,662 +6%
FC
13
Financial Consulate
Maryland
$858K +$858K +21,496 New
LPL Financial
14
LPL Financial
California
$784K -$3.43K -86 -0.4%
FWP
15
FAS Wealth Partners
Kansas
$439K -$13.3K -333 -3%
Bank of America
16
Bank of America
North Carolina
$396K -$53.5K -1,340 -12%
APW
17
Acima Private Wealth
Virginia
$346K +$3.98K +100 +1%
LA
18
LVW Advisors
New York
$344K -$12.2K -306 -3%
UBS Group
19
UBS Group
Switzerland
$288K +$269K +6,734 +1,380%
FFN
20
Focus Financial Network
Minnesota
$286K +$16.4K +410 +6%
UCFA
21
United Capital Financial Advisors
Texas
$273K -$5.39M -135,168 -95%
AA
22
Advisory Alpha
Michigan
$273K -$20.2K -517 -7%
IDA
23
Intelligence Driven Advisers
California
$265K +$265K +6,628 New
CWS
24
Cypress Wealth Services
California
$246K -$247K -6,184 -50%
ACM
25
AlphaStar Capital Management
North Carolina
$234K -$1.72M -43,044 -88%
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