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State Street SPDR Portfolio MSCI Global Stock Market ETF

93 hedge funds and large institutions have $409M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 42 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 28

0% more funds holding

Funds holding: 9393 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

2.17% less ownership

Funds ownership: 72.3%70.13% (-2.2%)

5% less capital invested

Capital invested by funds: $433M → $409M (-$23.3M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
93
Holders Change
Holders Change %
0%
% of All Funds
1.46%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
8
Increased
42
Reduced
28
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$95.4M +$10.5M +207,260 +13%
SFA
2
Sequoia Financial Advisors
Ohio
$69.4M +$4.58M +90,492 +7%
PAG
3
Private Advisor Group
New Jersey
$45.5M +$1.76M +34,777 +4%
Legal & General Group
4
Legal & General Group
United Kingdom
$23M -$2.03M -40,151 -8%
ACM
5
Advance Capital Management
Michigan
$21.5M +$1.15M +22,646 +6%
PFM
6
Peak Financial Management
Massachusetts
$19.4M -$146K -2,875 -0.8%
Mirae Asset Global Investments
7
Mirae Asset Global Investments
South Korea
$14.9M
MIH
8
Meitav Investment House
Israel
$8.51M
Mariner
9
Mariner
Kansas
$7.66M +$6.19M +122,276 +509%
SCP
10
Syntal Capital Partners
Texas
$7.13M -$68.5K -1,352 -1%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$6.87M +$3.35M +66,060 +101%
UW
12
Unique Wealth
Florida
$6.53M +$240K +4,746 +4%
Bank of America
13
Bank of America
North Carolina
$5.92M -$427K -8,432 -7%
TC
14
Trilogy Capital
California
$4.8M +$256K +5,058 +6%
UBS Group
15
UBS Group
Switzerland
$4.22M -$541K -10,675 -12%
IUHSA
16
Itau Unibanco Holding S.A.
Brazil
$4.15M
FHB
17
First Hawaiian Bank
Hawaii
$4.07M
BCM
18
Barden Capital Management
Texas
$3.65M -$1.35M -26,718 -28%
LA
19
LVW Advisors
New York
$3.44M +$323K +6,371 +11%
AWS
20
Atria Wealth Solutions
New York
$3.22M -$93.7K -1,849 -3%
AWA
21
Arkadios Wealth Advisors
Georgia
$3.14M +$164K +3,237 +6%
IFA
22
Interactive Financial Advisors
Illinois
$2.65M +$57.6K +1,138 +2%
DWP
23
Destiny Wealth Partners
Florida
$2.62M +$627K +12,379 +34%
GWWM
24
Great Waters Wealth Management
Minnesota
$2.52M -$140K -2,770 -5%
Morgan Stanley
25
Morgan Stanley
New York
$2.5M -$577K -11,388 -19%

SPGM Hedge Fund Activity: Q2 2023 in Review

93 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q2 2023, worth a combined $409M — down 5.4% from $433M a quarter earlier.

Fund positioning in SPGM was balanced in Q2 2023: 8 funds opened new positions, 8 closed out, 42 added to existing stakes and 28 trimmed.

The largest buyer was LPL Financial, adding an estimated $10.5M. The largest seller was Stadion Money Management, exiting entirely with an estimated $43M sold.

  • 93 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $409M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q2 2023, down 5.4% quarter-over-quarter.
  • 8 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q2 2023 and 8 closed out, a net change of 0 holders.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q2 2023 was LPL Financial, an estimated $10.5M added.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q2 2023 was Stadion Money Management, an estimated $43M sold.

Based on aggregated 13F filings for Q2 2023.