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State Street SPDR Portfolio MSCI Global Stock Market ETF

74 hedge funds and large institutions have $284M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2022 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 24 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

4% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 23

0% more funds holding

Funds holding: 7474 (0)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

2.98% less ownership

Funds ownership: 67.88%64.9% (-3%)

16% less capital invested

Capital invested by funds: $339M → $284M (-$55M)

Holders
74
Holders Change
Holders Change %
0%
% of All Funds
1.25%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
13
Increased
24
Reduced
23
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
1
Sequoia Financial Advisors
Ohio
$57.8M -$2.24M -44,781 -3%
LPL Financial
2
LPL Financial
California
$42.3M +$8.96M +179,374 +24%
Legal & General Group
3
Legal & General Group
United Kingdom
$22.4M -$1.21M -24,150 -5%
PAG
4
Private Advisor Group
New Jersey
$22.4M +$24M +480,107 +7,776%
ACM
5
Advance Capital Management
Michigan
$17.3M -$957K -19,163 -5%
PFM
6
Peak Financial Management
Massachusetts
$17M +$210K +4,202 +1%
Mirae Asset Global Investments
7
Mirae Asset Global Investments
South Korea
$13.1M
MIAN
8
Mariner Independent Advisor Network
Kansas
$10.4M -$55.1K -1,103 -0.5%
SF
9
Schaeffer Financial
Maryland
$9.72M -$114K -2,283 -1%
GKWIM
10
Gerber Kawasaki Wealth & Investment Management
California
$8.71M -$2.75M -54,971 -22%
BL
11
Balentine LLC
Georgia
$5.17M -$437K -8,742 -7%
FAIM
12
Financial Advocates Investment Management
Washington
$4.63M +$4.64M +92,886 +1,206%
BCM
13
Barden Capital Management
Texas
$4.38M +$376K +7,523 +9%
KPW
14
Kore Private Wealth
New York
$4.04M +$4.39M +87,902 New
FHB
15
First Hawaiian Bank
Hawaii
$3.74M
IUHSA
16
Itau Unibanco Holding S.A.
Brazil
$3.67M +$3.96M +79,200 New
TC
17
Trilogy Capital
California
$3.08M +$689K +13,794 +26%
FTUS
18
Flow Traders U.S.
New York
$2.73M -$13.6M -272,145 -82%
LA
19
LVW Advisors
New York
$2.4M +$506K +10,122 +24%
AWA
20
Arkadios Wealth Advisors
Georgia
$2.04M -$13.3K -267 -0.6%
CAM
21
Cresset Asset Management
Illinois
$1.84M +$2M +39,970 New
FC
22
Financial Consulate
Maryland
$1.72M +$102K +2,040 +6%
DWP
23
Destiny Wealth Partners
Florida
$1.68M -$279K -5,588 -13%
Osaic Holdings
24
Osaic Holdings
Arizona
$1.65M +$145K +2,899 +9%
Bank of Nova Scotia
25
Bank of Nova Scotia
Ontario, Canada
$1.61M -$1.58M -31,713 -47%

SPGM Hedge Fund Activity: Q2 2022 in Review

74 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q2 2022, worth a combined $284M — down 16% from $339M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SPGM positions and 11 closed out — a net gain of 2 holders — while 24 added to existing stakes and 23 trimmed.

The largest buyer was Private Advisor Group, adding an estimated $24M. The largest seller was Flow Traders U.S., cutting an estimated $13.6M.

  • 74 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $284M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q2 2022, down 16% quarter-over-quarter.
  • 13 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q2 2022 and 11 closed out, a net change of +2 holders.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q2 2022 was Private Advisor Group, an estimated $24M added.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q2 2022 was Flow Traders U.S., an estimated $13.6M sold.

Based on aggregated 13F filings for Q2 2022.