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SPDR Portfolio MSCI Global Stock Market ETF
SPGM

Overview Fund Activity

99 hedge funds and large institutions have $438M invested in SPDR Portfolio MSCI Global Stock Market ETF in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 38 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+6
Holders Change %
+6.45%
% of All Funds
1.58%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
16
Increased
38
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$14.7M
2
LPL Financial
LPL Financial
California
$103M
3
FTUS
Flow Traders U.S.
New York
$7.51M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$7.95M
5
FHA
Flagship Harbor Advisors
Massachusetts
$6.62M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
2
PAG
Private Advisor Group
New Jersey
$38.3M
3
IUHSA
Itau Unibanco Holding S.A.
Brazil
$0
4
SCP
Syntal Capital Partners
Texas
$2.93M
5
IFA
Interactive Financial Advisors
Illinois
$1.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$103M +$11.1M +219,216 +12%
SFA
2
Sequoia Financial Advisors
Ohio
$67M +$81.1K +1,607 +0.1%
PAG
3
Private Advisor Group
New Jersey
$38.3M -$5.61M -111,039 -13%
ACM
4
Advance Capital Management
Michigan
$22.9M +$2.13M +42,264 +10%
Legal & General Group
5
Legal & General Group
United Kingdom
$22.1M – – –
PFM
6
Peak Financial Management
Massachusetts
$19.1M +$410K +8,117 +2%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$14.7M +$14.7M +291,345 New
Mirae Asset Global Investments
8
Mirae Asset Global Investments
South Korea
$14.4M – – –
Mariner
9
Mariner
Kansas
$10.5M +$3.13M +62,056 +42%
MIH
10
Meitav Investment House
Israel
$8.32M – – –
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$7.95M +$7.38M +146,167 +1,294%
FTUS
12
Flow Traders U.S.
New York
$7.51M +$7.51M +148,684 New
UW
13
Unique Wealth
Florida
$6.71M +$411K +8,139 +7%
FHA
14
Flagship Harbor Advisors
Massachusetts
$6.62M +$6.62M +131,188 New
Bank of America
15
Bank of America
North Carolina
$5.16M -$542K -10,744 -10%
Citadel Advisors
16
Citadel Advisors
Florida
$4.92M +$4.92M +97,349 New
TC
17
Trilogy Capital
California
$4.67M +$141K +2,792 +3%
BCM
18
Barden Capital Management
Texas
$4.62M +$1.09M +21,620 +31%
UBS Group
19
UBS Group
Switzerland
$4.09M +$24K +476 +0.6%
FHB
20
First Hawaiian Bank
Hawaii
$3.93M – – –
LA
21
LVW Advisors
New York
$3.44M +$119K +2,353 +4%
AWA
22
Arkadios Wealth Advisors
Georgia
$3.21M +$183K +3,624 +6%
SCP
23
Syntal Capital Partners
Texas
$2.93M -$3.95M -78,193 -57%
AWS
24
Atria Wealth Solutions
New York
$2.77M -$338K -6,688 -11%
DWP
25
Destiny Wealth Partners
Florida
$2.75M +$282K +5,581 +11%
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