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State Street SPDR Portfolio MSCI Global Stock Market ETF

66 hedge funds and large institutions have $342M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

21% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 19

2% more funds holding

Funds holding: 6566 (+1)

11.39% less ownership

Funds ownership: 73.78%62.4% (-11%)

21% less capital invested

Capital invested by funds: $434M → $342M (-$92.6M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
66
Holders Change
+1
Holders Change %
+1.54%
% of All Funds
1.16%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
10
Increased
23
Reduced
19
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SMM
1
Stadion Money Management
Georgia
$143M -$9.68M -172,435 -6%
Legal & General Group
2
Legal & General Group
United Kingdom
$22.7M
SFA
3
Sequoia Financial Advisors
Ohio
$21.6M -$44.9M -799,250 -67%
PFM
4
Peak Financial Management
Massachusetts
$20M +$53.9K +960 +0.3%
LPL Financial
5
LPL Financial
California
$17.5M +$6.25M +111,247 +53%
Mirae Asset Global Investments
6
Mirae Asset Global Investments
South Korea
$15.6M -$6.74M -120,100 -30%
FHB
7
First Hawaiian Bank
Hawaii
$15.1M
MIAN
8
Mariner Independent Advisor Network
Kansas
$9.8M +$104K +1,848 +1%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$8.64M +$8.87M +157,917 New
AF
10
Advisornet Financial
Minnesota
$7.82M -$405K -7,205 -5%
Bank of Nova Scotia
11
Bank of Nova Scotia
Ontario, Canada
$7.72M +$1.32M +23,500 +20%
BL
12
Balentine LLC
Georgia
$6.46M -$245K -4,364 -4%
PPA
13
Parametric Portfolio Associates
Washington
$6.46M -$245K -4,364 -4%
GSEP
14
Golden State Equity Partners
California
$5.74M +$77.9K +1,388 +1%
Jane Street
15
Jane Street
New York
$3.33M +$1.62M +28,803 +90%
CI
16
CX Institutional
Indiana
$3.08M -$3.93M -69,926 -55%
FTUS
17
Flow Traders U.S.
New York
$2M -$3.34M -59,561 -62%
GWM
18
Geneos Wealth Management
Colorado
$1.96M +$23.7K +422 +1%
DWP
19
Destiny Wealth Partners
Florida
$1.81M +$195K +3,473 +12%
FC
20
Financial Consulate
Maryland
$1.7M +$348K +6,203 +25%
LA
21
LVW Advisors
New York
$1.68M +$191K +3,406 +13%
Bank of America
22
Bank of America
North Carolina
$1.43M +$1.21M +21,482 +470%
JP Morgan Chase
23
JP Morgan Chase
New York
$1.15M +$1.18M +21,037 New
SWP
24
Stratos Wealth Partners
Ohio
$1.09M +$48.4K +862 +5%
Morgan Stanley
25
Morgan Stanley
New York
$1.09M -$39.7M -706,897 -97%

SPGM Hedge Fund Activity: Q3 2021 in Review

66 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q3 2021, worth a combined $342M — down 21% from $434M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SPGM positions and 8 closed out — a net gain of 2 holders — while 23 added to existing stakes and 19 trimmed.

The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $8.87M. The largest seller was Sequoia Financial Advisors, cutting an estimated $44.9M.

  • 66 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q3 2021, up from 65 in Q2 2021.
  • Funds reported $342M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q3 2021, down 21% quarter-over-quarter.
  • 10 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q3 2021 and 8 closed out, a net change of +2 holders.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q3 2021 was Commonwealth Equity Services, an estimated $8.87M added.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q3 2021 was Sequoia Financial Advisors, an estimated $44.9M sold.

Based on aggregated 13F filings for Q3 2021.