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State Street SPDR Portfolio MSCI Global Stock Market ETF

45 hedge funds and large institutions have $312M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

20% more capital invested

Capital invested by funds: $261M → $312M (+$51.5M)

7.34% more ownership

Funds ownership: 71.15%78.49% (+7.3%)

5% more funds holding

Funds holding: 4345 (+2)

20% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 15

Holders
45
Holders Change
+2
Holders Change %
+4.65%
% of All Funds
0.91%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.08%
New
7
Increased
12
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SMM
1
Stadion Money Management
Georgia
$154M -$5.18M -121,274 -3%
SFA
2
Sequoia Financial Advisors
Ohio
$35.5M -$818K -19,171 -2%
AAM
3
Aware Asset Management
Minnesota
$30.8M +$30.4M +712,425 New
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$23.9M
PFM
5
Peak Financial Management
Massachusetts
$15.4M +$301K +7,060 +2%
FHB
6
First Hawaiian Bank
Hawaii
$12.1M
GWM
7
Geneos Wealth Management
Colorado
$5.6M +$13.4K +313 +0.2%
PPA
8
Parametric Portfolio Associates
Washington
$5.51M +$99K +2,319 +2%
BL
9
Balentine LLC
Georgia
$5.51M +$99K +2,320 +2%
AF
10
Advisornet Financial
Minnesota
$4.47M +$523K +12,253 +13%
Citadel Advisors
11
Citadel Advisors
Florida
$3.63M -$130K -3,044 -3%
PFA
12
Professional Financial Advisors
Nebraska
$3.03M +$3.08M +72,184 New
Jane Street
13
Jane Street
New York
$2.76M +$381K +8,933 +16%
LPL Financial
14
LPL Financial
California
$2.28M -$431K -10,091 -16%
GVAG
15
Great Valley Advisor Group
Delaware
$971K -$1.96K -46 -0.2%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$960K +$378K +8,857 +66%
TWP
17
Total Wealth Planning
Ohio
$929K -$27.7K -649 -3%
Morgan Stanley
18
Morgan Stanley
New York
$841K +$640 +15 +0.1%
LA
19
LVW Advisors
New York
$787K +$230K +5,381 +42%
GKWIM
20
Gerber Kawasaki Wealth & Investment Management
California
$611K +$603K +14,126 New
FC
21
Financial Consulate
Maryland
$573K +$226K +5,303 +67%
UBS Group
22
UBS Group
Switzerland
$515K -$16.1K -378 -3%
FWP
23
FAS Wealth Partners
Kansas
$402K -$4.99K -117 -1%
VCA
24
Verdence Capital Advisors
Maryland
$252K
GSWM
25
Golden State Wealth Management
California
$155K +$153K +3,581 New

SPGM Hedge Fund Activity: Q3 2020 in Review

45 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q3 2020, worth a combined $312M — up 20% from $261M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SPGM positions and 4 closed out — a net gain of 3 holders — while 12 added to existing stakes and 15 trimmed.

The largest buyer was Professional Financial Advisors, opening a new position worth an estimated $3.08M. The largest seller was Stadion Money Management, cutting an estimated $5.18M.

  • 45 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q3 2020, up from 43 in Q2 2020.
  • Funds reported $312M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q3 2020, up 20% quarter-over-quarter.
  • 7 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q3 2020 and 4 closed out, a net change of +3 holders.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q3 2020 was Professional Financial Advisors, an estimated $3.08M added.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q3 2020 was Stadion Money Management, an estimated $5.18M sold.

Based on aggregated 13F filings for Q3 2020.