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SPDR Portfolio MSCI Global Stock Market ETF

122 hedge funds and large institutions have $579M invested in SPDR Portfolio MSCI Global Stock Market ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 44 increasing their positions, 30 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
122
Holders Change
+17
Holders Change %
+16.19%
% of All Funds
1.77%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
23
Increased
44
Reduced
30
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
1
LPL Financial
California
$136M +$7.66M +128,290 +6%
SFA
2
Sequoia Financial Advisors
Ohio
$81.3M +$1.03M +17,241 +1%
PAG
3
Private Advisor Group
New Jersey
$50.6M +$4.43M +74,237 +10%
Legal & General Group
4
Legal & General Group
United Kingdom
$25.1M
ACM
5
Advance Capital Management
Michigan
$24.3M -$3.49M -58,489 -13%
PFM
6
Peak Financial Management
Massachusetts
$22.3M +$177K +2,969 +0.8%
Mariner
7
Mariner
Kansas
$22.2M +$9.41M +157,654 +73%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$17.9M +$141K +2,355 +0.8%
Mirae Asset Global Investments
9
Mirae Asset Global Investments
South Korea
$17M
SF
10
Schaeffer Financial
Maryland
$14.4M -$206K -3,459 -1%
CI
11
CX Institutional
Indiana
$14.1M +$9.61M +160,956 +213%
Bank of America
12
Bank of America
North Carolina
$9.8M +$751K +12,590 +8%
MIH
13
Meitav Investment House
Israel
$9.78M
UW
14
Unique Wealth
Florida
$8.54M +$4.6K +77 +0.1%
Carson Wealth (CWM LLC)
15
Carson Wealth (CWM LLC)
Nebraska
$6.92M -$743K -12,458 -10%
FHC
16
First Heartland Consultants
Missouri
$6.6M +$6.6M +110,639 New
TC
17
Trilogy Capital
California
$5.61M +$129K +2,158 +2%
BAM
18
Belpointe Asset Management
Nevada
$5.35M +$1.95M +32,679 +57%
FHB
19
First Hawaiian Bank
Hawaii
$4.64M
UBS Group
20
UBS Group
Switzerland
$4.57M -$40.6K -681 -0.9%
LA
21
LVW Advisors
New York
$4.47M -$200K -3,354 -4%
BCM
22
Barden Capital Management
Texas
$3.95M -$1.5M -25,194 -28%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$3.65M +$458K +7,668 +14%
AWA
24
Arkadios Wealth Advisors
Georgia
$3.62M -$84.7K -1,420 -2%
TW
25
TrinityPoint Wealth
Connecticut
$3.51M +$215K +3,598 +7%