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State Street SPDR Portfolio MSCI Global Stock Market ETF

79 hedge funds and large institutions have $301M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 17

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

7% more funds holding

Funds holding: 7479 (+5)

6% more capital invested

Capital invested by funds: $284M → $301M (+$16.8M)

3.86% more ownership

Funds ownership: 64.9%68.77% (+3.9%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
79
Holders Change
+5
Holders Change %
+6.76%
% of All Funds
1.36%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
11
Increased
32
Reduced
17
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
1
Sequoia Financial Advisors
Ohio
$52.4M -$1.45M -30,679 -2%
LPL Financial
2
LPL Financial
California
$47.2M +$8.69M +183,450 +20%
PAG
3
Private Advisor Group
New Jersey
$35.9M +$16.8M +353,546 +73%
Legal & General Group
4
Legal & General Group
United Kingdom
$20.7M
ACM
5
Advance Capital Management
Michigan
$16.4M +$405K +8,538 +2%
PFM
6
Peak Financial Management
Massachusetts
$16M +$170K +3,589 +1%
Mirae Asset Global Investments
7
Mirae Asset Global Investments
South Korea
$12.2M
FTUS
8
Flow Traders U.S.
New York
$11.3M +$9.7M +204,593 +345%
SF
9
Schaeffer Financial
Maryland
$9.34M +$328K +6,921 +3%
GKWIM
10
Gerber Kawasaki Wealth & Investment Management
California
$8.27M +$3.03K +64 +0%
Jane Street
11
Jane Street
New York
$7.75M +$8.59M +181,202 New
MIAN
12
Mariner Independent Advisor Network
Kansas
$6.02M -$3.88M -81,878 -37%
BCM
13
Barden Capital Management
Texas
$3.95M -$139K -2,927 -3%
FAIM
14
Financial Advocates Investment Management
Washington
$3.64M -$847K -17,862 -18%
FHB
15
First Hawaiian Bank
Hawaii
$3.48M
IUHSA
16
Itau Unibanco Holding S.A.
Brazil
$3.39M
TC
17
Trilogy Capital
California
$3.15M +$319K +6,728 +10%
AWS
18
Atria Wealth Solutions
New York
$2.99M +$1.69M +35,559 +104%
BL
19
Balentine LLC
Georgia
$2.65M -$2.39M -50,437 -45%
AWA
20
Arkadios Wealth Advisors
Georgia
$2.35M +$502K +10,583 +24%
LA
21
LVW Advisors
New York
$2.21M -$24K -507 -1%
IFA
22
Interactive Financial Advisors
Illinois
$2.05M +$2.27M +47,917 New
CAM
23
Cresset Asset Management
Illinois
$1.71M
UBS Group
24
UBS Group
Switzerland
$1.66M +$747K +15,759 +68%
FC
25
Financial Consulate
Maryland
$1.65M +$58.6K +1,237 +3%

SPGM Hedge Fund Activity: Q3 2022 in Review

79 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q3 2022, worth a combined $301M — up 5.9% from $284M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new SPGM positions and 6 closed out — a net gain of 5 holders — while 32 added to existing stakes and 17 trimmed.

The largest buyer was Private Advisor Group, adding an estimated $16.8M. The largest seller was Kore Private Wealth, exiting entirely with an estimated $4.04M sold.

  • 79 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q3 2022, up from 74 in Q2 2022.
  • Funds reported $301M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q3 2022, up 5.9% quarter-over-quarter.
  • 11 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q3 2022 and 6 closed out, a net change of +5 holders.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q3 2022 was Private Advisor Group, an estimated $16.8M added.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q3 2022 was Kore Private Wealth, an estimated $4.04M sold.

Based on aggregated 13F filings for Q3 2022.