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SPDR Portfolio MSCI Global Stock Market ETF
SPGM

Overview Fund Activity

105 hedge funds and large institutions have $503M invested in SPDR Portfolio MSCI Global Stock Market ETF in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 46 increasing their positions, 24 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
+6
Holders Change %
+6.06%
% of All Funds
1.54%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
22
Increased
46
Reduced
24
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$119M
2
OMC
Old Mission Capital
Illinois
$4.62M
3
CI
CX Institutional
Indiana
$4.18M
4
BAM
Belpointe Asset Management
Nevada
$3.16M
5
TW
TrinityPoint Wealth
Connecticut
$3.06M

Top Sellers

1
FHA
Flagship Harbor Advisors
Massachusetts
$0
2
FTUS
Flow Traders U.S.
New York
$1.97M
3
Citadel Advisors
Citadel Advisors
Florida
$0
4
SCP
Syntal Capital Partners
Texas
$0
5
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$119M +$6.12M +110,555 +5%
SFA
2
Sequoia Financial Advisors
Ohio
$74.4M +$1.02M +18,502 +1%
PAG
3
Private Advisor Group
New Jersey
$42.8M +$870K +15,730 +2%
ACM
4
Advance Capital Management
Michigan
$25.7M +$614K +11,093 +2%
Legal & General Group
5
Legal & General Group
United Kingdom
$23.3M -$1.04M -18,880 -4%
PFM
6
Peak Financial Management
Massachusetts
$20.5M -$455K -8,225 -2%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$16.5M +$382K +6,904 +2%
Mirae Asset Global Investments
8
Mirae Asset Global Investments
South Korea
$15.8M – – –
SF
9
Schaeffer Financial
Maryland
$13.5M +$13.5M +243,912 New
Mariner
10
Mariner
Kansas
$11.9M +$354K +6,400 +3%
MIH
11
Meitav Investment House
Israel
$9.06M – – –
Bank of America
12
Bank of America
North Carolina
$8.39M +$2.73M +49,302 +48%
UW
13
Unique Wealth
Florida
$7.92M +$568K +10,264 +8%
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$7.11M -$1.61M -29,038 -18%
Morgan Stanley
15
Morgan Stanley
New York
$5.48M +$2.69M +48,603 +96%
TC
16
Trilogy Capital
California
$5.09M -$35.8K -647 -0.7%
OMC
17
Old Mission Capital
Illinois
$4.62M +$4.62M +83,541 New
BCM
18
Barden Capital Management
Texas
$4.62M – – –
LA
19
LVW Advisors
New York
$4.33M +$557K +10,071 +15%
FHB
20
First Hawaiian Bank
Hawaii
$4.31M – – –
UBS Group
21
UBS Group
Switzerland
$4.27M -$215K -3,879 -5%
CI
22
CX Institutional
Indiana
$4.18M +$4.18M +75,456 New
E3F
23
Eight 31 Financial
Texas
$3.83M +$3.83M +69,166 New
AWA
24
Arkadios Wealth Advisors
Georgia
$3.43M -$81.2K -1,468 -2%
BAM
25
Belpointe Asset Management
Nevada
$3.16M +$3.16M +57,028 New
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