We are live on ! Find out more
SPGM icon

State Street SPDR Portfolio MSCI Global Stock Market ETF

74 hedge funds and large institutions have $339M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2022 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 33 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 18

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

4% more funds holding

Funds holding: 7174 (+3)

10.45% less ownership

Funds ownership: 78.33%67.88% (-10%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

37% less capital invested

Capital invested by funds: $535M → $339M (-$196M)

Holders
74
Holders Change
+3
Holders Change %
+4.23%
% of All Funds
1.17%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
10
Increased
33
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
1
Sequoia Financial Advisors
Ohio
$71.3M +$2.73M +49,835 +4%
LPL Financial
2
LPL Financial
California
$40.5M +$7.87M +143,833 +24%
Legal & General Group
3
Legal & General Group
United Kingdom
$27.8M +$5.12M +93,516 +23%
ACM
4
Advance Capital Management
Michigan
$21.7M +$725K +13,246 +3%
PFM
5
Peak Financial Management
Massachusetts
$20M +$299K +5,475 +2%
FTUS
6
Flow Traders U.S.
New York
$18.2M +$15M +274,521 +482%
Mirae Asset Global Investments
7
Mirae Asset Global Investments
South Korea
$15.6M
GKWIM
8
Gerber Kawasaki Wealth & Investment Management
California
$13.6M +$410K +7,488 +3%
MIAN
9
Mariner Independent Advisor Network
Kansas
$12.3M +$794K +14,509 +7%
SF
10
Schaeffer Financial
Maryland
$11.7M +$543K +9,921 +5%
Jane Street
11
Jane Street
New York
$9.49M -$2.63M -48,035 -22%
GWM
12
Geneos Wealth Management
Colorado
$9.31M +$589K +10,776 +7%
BL
13
Balentine LLC
Georgia
$6.63M +$118K +2,159 +2%
CGL
14
Clarius Group LLC
Washington
$6.54M
BCM
15
Barden Capital Management
Texas
$4.81M +$359K +6,566 +8%
FHB
16
First Hawaiian Bank
Hawaii
$4.45M -$9.71M -177,537 -69%
AF
17
Advisornet Financial
Minnesota
$3.68M -$3.82M -69,800 -51%
Bank of Nova Scotia
18
Bank of Nova Scotia
Ontario, Canada
$3.66M -$4.53M -82,812 -55%
GSEP
19
Golden State Equity Partners
California
$3.38M +$1.48M +27,085 +79%
TC
20
Trilogy Capital
California
$2.91M +$760K +13,890 +35%
AWA
21
Arkadios Wealth Advisors
Georgia
$2.44M +$167K +3,053 +7%
DWP
22
Destiny Wealth Partners
Florida
$2.31M +$334K +6,098 +17%
LA
23
LVW Advisors
New York
$2.3M +$521K +9,522 +29%
GSWM
24
Golden State Wealth Management
California
$1.99M -$4.43K -81 -0.2%
FC
25
Financial Consulate
Maryland
$1.94M +$112K +2,043 +6%

SPGM Hedge Fund Activity: Q1 2022 in Review

74 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q1 2022, worth a combined $339M — down 37% from $535M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new SPGM positions and 6 closed out — a net gain of 4 holders — while 33 added to existing stakes and 18 trimmed.

The largest buyer was Flow Traders U.S., adding an estimated $15M. The largest seller was Stadion Money Management, exiting entirely with an estimated $147M sold.

  • 74 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q1 2022, up from 71 in Q4 2021.
  • Funds reported $339M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q1 2022, down 37% quarter-over-quarter.
  • 10 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q1 2022 and 6 closed out, a net change of +4 holders.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q1 2022 was Flow Traders U.S., an estimated $15M added.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q1 2022 was Stadion Money Management, an estimated $147M sold.

Based on aggregated 13F filings for Q1 2022.