SPGM icon

SPDR Portfolio MSCI Global Stock Market ETF
SPGM

Overview Fund Activity

58 hedge funds and large institutions have $367M invested in SPDR Portfolio MSCI Global Stock Market ETF in 2021 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
+8
Holders Change %
+16%
% of All Funds
1.02%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
13
Increased
18
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MIAN
Mariner Independent Advisor Network
Kansas
$8.96M
2
LPL Financial
LPL Financial
California
$8.73M
3
GSEP
Golden State Equity Partners
California
$3.52M
4
AWM
AE Wealth Management
Kansas
$550K
5
AF
Advisornet Financial
Minnesota
$7.77M

Top Sellers

1
SMM
Stadion Money Management
Georgia
$158M
2
Jane Street
Jane Street
New York
$385K
3
SFA
Sequoia Financial Advisors
Ohio
$37M
4
Citadel Advisors
Citadel Advisors
Florida
$0
5
PFA
Professional Financial Advisors
Nebraska
$901K
Name Holding Trade Value Shares
Change 		Shares
Change %
SMM
1
Stadion Money Management
Georgia
$158M -$14.3M -273,256 -8%
Morgan Stanley
2
Morgan Stanley
New York
$47.4M -$1.95M -37,292 -4%
SFA
3
Sequoia Financial Advisors
Ohio
$37M -$5.38M -102,831 -13%
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$25.9M – – –
PFM
5
Peak Financial Management
Massachusetts
$18.9M -$119K -2,268 -0.6%
FHB
6
First Hawaiian Bank
Hawaii
$14.4M +$284K +5,432 +2%
MIAN
7
Mariner Independent Advisor Network
Kansas
$8.96M +$8.96M +171,207 New
LPL Financial
8
LPL Financial
California
$8.73M +$1.83M +34,980 +27%
AF
9
Advisornet Financial
Minnesota
$7.77M +$547K +10,456 +8%
GWM
10
Geneos Wealth Management
Colorado
$7.25M +$36.8K +675 +0.5%
PPA
11
Parametric Portfolio Associates
Washington
$7.05M -$16.2K -310 -0.2%
BL
12
Balentine LLC
Georgia
$7.05M -$16.2K -310 -0.2%
GSEP
13
Golden State Equity Partners
California
$3.52M +$1.28M +24,427 +57%
DWP
14
Destiny Wealth Partners
Florida
$1.34M +$27.7K +529 +2%
FC
15
Financial Consulate
Maryland
$1.19M +$305K +5,825 +35%
GVAG
16
Great Valley Advisor Group
Delaware
$1.16M -$18.5K -354 -2%
LA
17
LVW Advisors
New York
$1.13M +$95.3K +1,822 +9%
AWM
18
Act Wealth Management
Texas
$955K +$39.2K +748 +4%
PFA
19
Professional Financial Advisors
Nebraska
$901K -$2.9M -55,335 -76%
TWP
20
Total Wealth Planning
Ohio
$871K -$30.3K -579 -3%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$689K – – –
UBS Group
22
UBS Group
Switzerland
$626K -$593K -11,331 -49%
FPW
23
Flagship Private Wealth
Massachusetts
$565K +$1.55K +29 +0.3%
AWM
24
AE Wealth Management
Kansas
$550K +$550K +10,502 New
SW
25
SVB Wealth
Massachusetts
$428K +$428K +8,173 New
1
2 3