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SPDR Portfolio MSCI Global Stock Market ETF
SPGM

Overview Fund Activity

45 hedge funds and large institutions have $95.4M invested in SPDR Portfolio MSCI Global Stock Market ETF in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
45
Holders Change
-10
Holders Change %
-18.18%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
9
Increased
14
Reduced
11
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$18.6M
2
SFA
Sequoia Financial Advisors
Ohio
+$1.83M
3
PFM
Peak Financial Management
Massachusetts
+$891K
4
TWP
Total Wealth Planning
Ohio
+$752K
5
BL
Balentine LLC
Georgia
+$737K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$6.57M
2
WA
Waddell & Associates
Tennessee
-$6.53M
3
Jane Street
Jane Street
New York
-$3.74M
4
TCA
Transcend Capital Advisors
New Jersey
-$2.01M
5
FNC
First National Corp
Massachusetts
-$1.27M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFA
1
Sequoia Financial Advisors
Ohio
$25.7M +$1.83M +54,352 +8%
Mirae Asset Global Investments
2
Mirae Asset Global Investments
South Korea
$18.6M +$18.6M +552,379 New
PFM
3
Peak Financial Management
Massachusetts
$12.5M +$891K +26,508 +8%
FHB
4
First Hawaiian Bank
Hawaii
$9.42M +$130K +3,875 +1%
WA
5
Waddell & Associates
Tennessee
$5.64M -$6.53M -194,101 -54%
GWM
6
Geneos Wealth Management
Colorado
$4.43M +$23.4K +698 +0.5%
PPA
7
Parametric Portfolio Associates
Washington
$4.18M +$665K +19,762 +19%
BL
8
Balentine LLC
Georgia
$4.18M +$737K +21,910 +21%
RJA
9
Raymond James & Associates
Florida
$2.24M -$192K -5,720 -8%
AF
10
Advisornet Financial
Minnesota
$1.35M -$17.1K -509 -1%
Morgan Stanley
11
Morgan Stanley
New York
$1.13M +$72.4K +2,153 +7%
TWP
12
Total Wealth Planning
Ohio
$752K +$752K +22,361 New
LPL Financial
13
LPL Financial
California
$735K +$8.61K +256 +1%
JCM
14
Jacobi Capital Management
Pennsylvania
$691K +$691K +20,553 New
Jane Street
15
Jane Street
New York
$452K -$3.74M -111,183 -89%
FC
16
Financial Consulate
Maryland
$451K +$123K +3,650 +37%
IDA
17
Intelligence Driven Advisers
California
$446K +$94.2K +2,803 +27%
UBS Group
18
UBS Group
Switzerland
$413K +$376K +11,175 +1,015%
Bank of America
19
Bank of America
North Carolina
$405K +$60.3K +1,795 +18%
FWP
20
FAS Wealth Partners
Kansas
$358K -$14K -416 -4%
VWA
21
V Wealth Advisors
Kansas
$313K +$313K +9,295 New
UWM
22
USAdvisors Wealth Management
Minnesota
$249K -$675K -20,091 -73%
UCFA
23
United Capital Financial Advisors
Texas
$211K -$6.44K -191 -3%
MA
24
MCF Advisors
Kentucky
$109K – – –
CIAS
25
CBIZ Investment Advisory Services
Ohio
$105K -$134K – –
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