State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
105 hedge funds and large institutions have $500M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 45 increasing their positions, 25 reducing their positions, and 16 closing their positions.
80% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 25
38% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 16
14% more capital invested
Capital invested by funds: $438M → $500M (+$61.9M)
6% more funds holding
Funds holding: 99 → 105 (+6)
2.24% more ownership
Funds ownership: 71.4% → 73.64% (+2.2%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$5.74M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$4.34M |
| 3 |
CI
CX Institutional
Auburn,
Indiana
|
+$3.92M |
| 4 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
+$2.96M |
| 5 |
TW
TrinityPoint Wealth
Milford,
Connecticut
|
+$2.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
-$6.62M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$5.87M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$4.92M |
| 4 |
SCP
Syntal Capital Partners
Midland,
Texas
|
-$2.93M |
| 5 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
-$2.47M |
SPGM Hedge Fund Activity: Q4 2023 in Review
105 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q4 2023, worth a combined $500M — up 14% from $438M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new SPGM positions and 16 closed out — a net gain of 6 holders — while 45 added to existing stakes and 25 trimmed.
The largest buyer was LPL Financial, adding an estimated $5.74M. The largest seller was Flagship Harbor Advisors, exiting entirely with an estimated $6.62M sold.
- 105 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q4 2023, up from 99 in Q3 2023.
- Funds reported $500M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q4 2023, up 14% quarter-over-quarter.
- 22 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q4 2023 and 16 closed out, a net change of +6 holders.
- The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q4 2023 was LPL Financial, an estimated $5.74M added.
- The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q4 2023 was Flagship Harbor Advisors, an estimated $6.62M sold.
Based on aggregated 13F filings for Q4 2023.