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State Street SPDR Portfolio MSCI Global Stock Market ETF

129 hedge funds and large institutions have $586M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 69 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 26

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

6% more funds holding

Funds holding: 122129 (+7)

1% more capital invested

Capital invested by funds: $579M → $586M (+$7.01M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.08% less ownership

Funds ownership: 74.6%74.51% (-0.08%)

Holders
129
Holders Change
+7
Holders Change %
+5.74%
% of All Funds
1.86%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
14
Increased
69
Reduced
26
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$144M +$5.16M +86,753 +4%
SFA
2
Sequoia Financial Advisors
Ohio
$79.8M -$3M -50,410 -4%
PAG
3
Private Advisor Group
New Jersey
$52.2M +$604K +10,151 +1%
Mariner
4
Mariner
Kansas
$26M +$3.32M +55,815 +15%
ACM
5
Advance Capital Management
Michigan
$24.7M -$38.2K -642 -0.2%
Legal & General Group
6
Legal & General Group
United Kingdom
$23.1M -$2.42M -40,727 -10%
PFM
7
Peak Financial Management
Massachusetts
$22.8M +$135K +2,274 +0.6%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$18.4M +$171K +2,869 +1%
Mirae Asset Global Investments
9
Mirae Asset Global Investments
South Korea
$16.8M -$535K -9,000 -3%
SF
10
Schaeffer Financial
Maryland
$14.5M -$136K -2,281 -0.9%
Bank of America
11
Bank of America
North Carolina
$14.1M +$4M +67,226 +41%
CI
12
CX Institutional
Indiana
$14M -$381K -6,405 -3%
MIH
13
Meitav Investment House
Israel
$9.95M
UW
14
Unique Wealth
Florida
$7.41M -$1.27M -21,288 -15%
TC
15
Trilogy Capital
California
$5.72M +$238 +4 +0%
BAM
16
Belpointe Asset Management
Nevada
$5.57M +$113K +1,895 +2%
UBS Group
17
UBS Group
Switzerland
$5.53M +$864K +14,526 +19%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$5.21M +$1.47M +24,645 +40%
CAM
19
Cresset Asset Management
Illinois
$4.86M +$2.38M +39,970 +100%
Osaic Holdings
20
Osaic Holdings
Arizona
$4.74M +$1.45M +24,346 +45%
LA
21
LVW Advisors
New York
$4.61M +$57K +958 +1%
FHB
22
First Hawaiian Bank
Hawaii
$4.56M -$164K -2,754 -4%
BCM
23
Barden Capital Management
Texas
$4.04M +$18.4K +310 +0.5%
TW
24
TrinityPoint Wealth
Connecticut
$3.68M +$101K +1,697 +3%
Morgan Stanley
25
Morgan Stanley
New York
$3.36M +$202K +3,391 +7%

SPGM Hedge Fund Activity: Q2 2024 in Review

129 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q2 2024, worth a combined $586M — up 1.2% from $579M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SPGM positions and 6 closed out — a net gain of 8 holders — while 69 added to existing stakes and 26 trimmed.

The largest buyer was LPL Financial, adding an estimated $5.16M. The largest seller was Carson Wealth (CWM LLC), cutting an estimated $4.68M.

  • 129 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q2 2024, up from 122 in Q1 2024.
  • Funds reported $586M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q2 2024, up 1.2% quarter-over-quarter.
  • 14 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q2 2024 and 6 closed out, a net change of +8 holders.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q2 2024 was LPL Financial, an estimated $5.16M added.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q2 2024 was Carson Wealth (CWM LLC), an estimated $4.68M sold.

Based on aggregated 13F filings for Q2 2024.