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State Street SPDR Portfolio MSCI Global Stock Market ETF

43 hedge funds and large institutions have $261M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2020 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

173% more capital invested

Capital invested by funds: $95.4M → $261M (+$165M)

9.52% more ownership

Funds ownership: 61.63%71.15% (+9.5%)

9% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 11

4% less funds holding

Funds holding: 4543 (-2)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

Holders
43
Holders Change
-2
Holders Change %
-4.44%
% of All Funds
0.88%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
9
Increased
10
Reduced
11
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SMM
1
Stadion Money Management
Georgia
$146M +$137M +3,672,989 New
SFA
2
Sequoia Financial Advisors
Ohio
$33.4M +$2.85M +76,123 +10%
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$22M
PFM
4
Peak Financial Management
Massachusetts
$13.9M -$868K -23,215 -6%
FHB
5
First Hawaiian Bank
Hawaii
$11.2M
GWM
6
Geneos Wealth Management
Colorado
$5.08M -$47.5K -1,269 -1%
BL
7
Balentine LLC
Georgia
$4.98M +$25.3K +677 +0.5%
PPA
8
Parametric Portfolio Associates
Washington
$4.98M +$25.4K +678 +0.5%
AF
9
Advisornet Financial
Minnesota
$3.63M +$1.9M +50,786 +126%
Citadel Advisors
10
Citadel Advisors
Florida
$3.46M +$3.25M +86,998 New
LPL Financial
11
LPL Financial
California
$2.5M +$1.53M +40,978 +187%
Jane Street
12
Jane Street
New York
$2.18M +$1.55M +41,306 +307%
GVAG
13
Great Valley Advisor Group
Delaware
$896K +$841K +22,496 New
TWP
14
Total Wealth Planning
Ohio
$881K -$9.46K -253 -1%
Morgan Stanley
15
Morgan Stanley
New York
$773K -$532K -14,213 -42%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$531K +$498K +13,322 New
LA
17
LVW Advisors
New York
$510K +$478K +12,792 New
IDA
18
Intelligence Driven Advisers
California
$505K -$22.1K -590 -4%
UBS Group
19
UBS Group
Switzerland
$489K
Bank of America
20
Bank of America
North Carolina
$479K -$1.01K -27 -0.2%
FWP
21
FAS Wealth Partners
Kansas
$374K -$47.1K -1,259 -12%
FC
22
Financial Consulate
Maryland
$316K -$206K -5,496 -41%
VCA
23
Verdence Capital Advisors
Maryland
$232K +$218K +5,824 New
Koshinski Asset Management
24
Koshinski Asset Management
Illinois
$217K +$204K +5,452 New
MA
25
MCF Advisors
Kentucky
$130K +$374 +10 +0.3%

SPGM Hedge Fund Activity: Q2 2020 in Review

43 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q2 2020, worth a combined $261M — up 173% from $95.4M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of SPGM and 9 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 10 added.

The largest buyer was Stadion Money Management, opening a new position worth an estimated $137M. The largest seller was Waddell & Associates, exiting entirely with an estimated $5.64M sold.

  • 43 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q2 2020, down from 45 in Q1 2020.
  • Funds reported $261M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q2 2020, up 173% quarter-over-quarter.
  • 9 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q2 2020 and 11 closed out, a net change of -2 holders.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q2 2020 was Stadion Money Management, an estimated $137M added.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q2 2020 was Waddell & Associates, an estimated $5.64M sold.

Based on aggregated 13F filings for Q2 2020.