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SPDR Portfolio MSCI Global Stock Market ETF
SPGM

Overview Fund Activity

55 hedge funds and large institutions have $118M invested in SPDR Portfolio MSCI Global Stock Market ETF in 2019 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+8
Holders Change %
+17.02%
% of All Funds
1.09%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
12
Increased
18
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WA
Waddell & Associates
Tennessee
+$15.5M
2
GWM
Geneos Wealth Management
Colorado
+$5.66M
3
SFA
Sequoia Financial Advisors
Ohio
+$2.4M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$486K
5
WA
Wealth Architects
California
+$240K

Top Sellers

1
UWM
USAdvisors Wealth Management
Minnesota
-$24M
2
Jane Street
Jane Street
New York
-$2.98M
3
Morgan Stanley
Morgan Stanley
New York
-$1.79M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.11M
5
FC
Financial Consulate
Maryland
-$504K
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
1
Sequoia Financial Advisors
Ohio
$30.4M +$2.4M +55,828 +9%
WA
2
Waddell & Associates
Tennessee
$15.5M +$15.5M +361,869 New
PFM
3
Peak Financial Management
Massachusetts
$14.8M +$57.7K +1,345 +0.4%
FHB
4
First Hawaiian Bank
Hawaii
$11.9M +$173K +4,018 +1%
Citadel Advisors
5
Citadel Advisors
Florida
$6.57M -$1.11M -25,919 -14%
GWM
6
Geneos Wealth Management
Colorado
$5.66M +$5.66M +131,495 New
Jane Street
7
Jane Street
New York
$5.35M -$2.98M -69,384 -36%
PPA
8
Parametric Portfolio Associates
Washington
$4.49M +$150K +3,487 +3%
BL
9
Balentine LLC
Georgia
$4.4M -$116K -2,709 -3%
RJA
10
Raymond James & Associates
Florida
$3.1M -$280K -6,529 -8%
TCA
11
Transcend Capital Advisors
New Jersey
$2.01M +$2.01M +46,807 New
AF
12
Advisornet Financial
Minnesota
$1.75M -$70.2K -1,634 -4%
Morgan Stanley
13
Morgan Stanley
New York
$1.35M -$1.79M -41,709 -57%
FNC
14
First National Corp
Massachusetts
$1.27M +$65.9K +1,536 +5%
UWM
15
USAdvisors Wealth Management
Minnesota
$1.18M -$24M -558,311 -95%
LPL Financial
16
LPL Financial
California
$928K +$84.9K +1,976 +10%
PFA
17
Professional Financial Advisors
Nebraska
$887K +$887K +20,656 New
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$730K +$486K +11,319 +199%
FWP
19
FAS Wealth Partners
Kansas
$475K +$3.3K +77 +0.7%
IDA
20
Intelligence Driven Advisers
California
$450K +$165K +3,842 +58%
Bank of America
21
Bank of America
North Carolina
$441K +$14.5K +337 +3%
APW
22
Acima Private Wealth
Virginia
$439K +$66.2K +1,543 +18%
FC
23
Financial Consulate
Maryland
$420K -$504K -11,724 -55%
AA
24
Advisory Alpha
Michigan
$296K -$7.32K -168 -2%
UCFA
25
United Capital Financial Advisors
Texas
$277K -$16.9K -393 -6%
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