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State Street SPDR Portfolio MSCI Global Stock Market ETF

65 hedge funds and large institutions have $434M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2021 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

69% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 16

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

18% more capital invested

Capital invested by funds: $367M → $434M (+$66.9M)

12% more funds holding

Funds holding: 5865 (+7)

5.72% more ownership

Funds ownership: 68.06%73.78% (+5.7%)

Holders
65
Holders Change
+7
Holders Change %
+12.07%
% of All Funds
1.13%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
11
Increased
27
Reduced
16
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 -$13.1M -239,542 -8%
SFA
2
Sequoia Financial Advisors
Ohio
$66.2M +$26.6M +486,796 +69%
Morgan Stanley
3
Morgan Stanley
New York
$40.4M -$9.81M -179,482 -20%
Legal & General Group
4
Legal & General Group
United Kingdom
$23M +$22.7M +414,470 New
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$22.5M -$4.92M -90,000 -18%
PFM
6
Peak Financial Management
Massachusetts
$20.3M +$162K +2,959 +0.8%
FHB
7
First Hawaiian Bank
Hawaii
$15.3M +$50.7K +928 +0.3%
LPL Financial
8
LPL Financial
California
$11.6M +$2.31M +42,345 +25%
MIAN
9
Mariner Independent Advisor Network
Kansas
$9.84M +$326K +5,965 +3%
AF
10
Advisornet Financial
Minnesota
$8.33M +$88.4K +1,617 +1%
CI
11
CX Institutional
Indiana
$7M +$6.89M +126,105 New
PPA
12
Parametric Portfolio Associates
Washington
$6.79M -$671K -12,285 -9%
BL
13
Balentine LLC
Georgia
$6.79M -$671K -12,284 -9%
Bank of Nova Scotia
14
Bank of Nova Scotia
Ontario, Canada
$6.53M +$6.43M +117,557 New
GSEP
15
Golden State Equity Partners
California
$5.74M +$1.98M +36,222 +54%
FTUS
16
Flow Traders U.S.
New York
$5.34M +$5.26M +96,195 New
Goldman Sachs
17
Goldman Sachs
New York
$2.34M +$2.3M +42,164 New
GWM
18
Geneos Wealth Management
Colorado
$1.96M -$5.35M -97,968 -74%
Jane Street
19
Jane Street
New York
$1.78M +$1.35M +24,741 +336%
DWP
20
Destiny Wealth Partners
Florida
$1.64M +$213K +3,893 +15%
LA
21
LVW Advisors
New York
$1.51M +$304K +5,564 +26%
FC
22
Financial Consulate
Maryland
$1.38M +$114K +2,090 +9%
GVAG
23
Great Valley Advisor Group
Delaware
$1.21M -$14.2K -260 -1%
SWP
24
Stratos Wealth Partners
Ohio
$1.06M +$1.04M +19,048 New
AWM
25
Act Wealth Management
Texas
$1.02M +$5.36K +98 +0.5%

SPGM Hedge Fund Activity: Q2 2021 in Review

65 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q2 2021, worth a combined $434M — up 18% from $367M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SPGM positions and 4 closed out — a net gain of 7 holders — while 27 added to existing stakes and 16 trimmed.

The largest buyer was Sequoia Financial Advisors, adding an estimated $26.6M. The largest seller was Stadion Money Management, cutting an estimated $13.1M.

  • 65 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q2 2021, up from 58 in Q1 2021.
  • Funds reported $434M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q2 2021, up 18% quarter-over-quarter.
  • 11 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q2 2021 and 4 closed out, a net change of +7 holders.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q2 2021 was Sequoia Financial Advisors, an estimated $26.6M added.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q2 2021 was Stadion Money Management, an estimated $13.1M sold.

Based on aggregated 13F filings for Q2 2021.