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SPDR Portfolio MSCI Global Stock Market ETF
SPGM

Overview Fund Activity

85 hedge funds and large institutions have $302M invested in SPDR Portfolio MSCI Global Stock Market ETF in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 19 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
85
Holders Change
+6
Holders Change %
+7.59%
% of All Funds
1.37%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
22
Increased
33
Reduced
19
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$66.4M
2
MIH
Meitav Investment House
Israel
$7.7M
3
Mariner
Mariner
Kansas
$4.99M
4
UBS Group
UBS Group
Switzerland
$5.9M
5
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$3.48M

Top Sellers

1
FTUS
Flow Traders U.S.
New York
$0
2
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
$1.1M
3
Jane Street
Jane Street
New York
$752K
4
IUHSA
Itau Unibanco Holding S.A.
Brazil
$0
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$66.4M +$15M +322,252 +29%
SFA
2
Sequoia Financial Advisors
Ohio
$59.9M +$2.75M +58,878 +5%
Legal & General Group
3
Legal & General Group
United Kingdom
$22.4M -$203K -4,350 -0.9%
ACM
4
Advance Capital Management
Michigan
$17.8M -$99.6K -2,135 -0.6%
PFM
5
Peak Financial Management
Massachusetts
$17.4M -$54.9K -1,178 -0.3%
Mirae Asset Global Investments
6
Mirae Asset Global Investments
South Korea
$13.3M – – –
GWP
7
Gateway Wealth Partners
Wisconsin
$13.3M +$13.3M +285,258 New
MIH
8
Meitav Investment House
Israel
$7.7M +$7.7M +163,800 New
UBS Group
9
UBS Group
Switzerland
$5.9M +$4.08M +87,563 +225%
UW
10
Unique Wealth
Florida
$5.47M +$5.47M +117,387 New
Mariner
11
Mariner
Kansas
$4.99M +$4.99M +106,963 New
BCM
12
Barden Capital Management
Texas
$4.51M +$201K +4,321 +5%
FAIM
13
Financial Advocates Investment Management
Washington
$3.78M -$74.7K -1,601 -2%
TC
14
Trilogy Capital
California
$3.7M +$262K +5,618 +8%
FHB
15
First Hawaiian Bank
Hawaii
$3.63M -$160K -3,435 -4%
Carson Wealth (CWM LLC)
16
Carson Wealth (CWM LLC)
Nebraska
$3.48M +$3.48M +74,548 New
MFG
17
Merit Financial Group
Georgia
$3.21M +$2.86M +61,234 +809%
AWS
18
Atria Wealth Solutions
New York
$3.07M -$188K -4,032 -6%
Bank of America
19
Bank of America
North Carolina
$2.74M +$1.2M +25,839 +78%
BL
20
Balentine LLC
Georgia
$2.71M -$181K -3,880 -6%
GWWM
21
Great Waters Wealth Management
Minnesota
$2.65M +$2.65M +53,188 New
IFA
22
Interactive Financial Advisors
Illinois
$2.65M +$411K +8,814 +18%
Morgan Stanley
23
Morgan Stanley
New York
$2.6M +$1.52M +32,508 +140%
AWA
24
Arkadios Wealth Advisors
Georgia
$2.58M +$22.8K +488 +0.9%
LA
25
LVW Advisors
New York
$2.54M +$131K +2,807 +5%
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