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SPDR Portfolio MSCI Global Stock Market ETF
SPGM

Overview Fund Activity

128 hedge funds and large institutions have $583M invested in SPDR Portfolio MSCI Global Stock Market ETF in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 68 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+6
Holders Change %
+4.92%
% 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
68
Reduced
26
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
$144M
2
Bank of America
Bank of America
North Carolina
$14.1M
3
Mariner
Mariner
Kansas
$26M
4
CAM
Cresset Asset Management
Illinois
$4.86M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.21M

Top Sellers

1
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$2.27M
2
AWA
Arkadios Wealth Advisors
Georgia
$0
3
SFA
Sequoia Financial Advisors
Ohio
$79.8M
4
Jane Street
Jane Street
New York
$0
5
Legal & General Group
Legal & General Group
United Kingdom
$23.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$144M +$5.27M +86,753 +4%
SFA
2
Sequoia Financial Advisors
Ohio
$79.8M -$3.06M -50,410 -4%
PAG
3
Private Advisor Group
New Jersey
$52.2M +$617K +10,151 +1%
Mariner
4
Mariner
Kansas
$26M +$3.39M +55,815 +15%
ACM
5
Advance Capital Management
Michigan
$24.7M -$39K -642 -0.2%
Legal & General Group
6
Legal & General Group
United Kingdom
$23.1M -$2.48M -40,727 -10%
PFM
7
Peak Financial Management
Massachusetts
$22.8M +$138K +2,274 +0.6%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$18.4M +$174K +2,869 +1%
Mirae Asset Global Investments
9
Mirae Asset Global Investments
South Korea
$16.8M -$548K -9,000 -3%
SF
10
Schaeffer Financial
Maryland
$14.5M -$139K -2,281 -0.9%
Bank of America
11
Bank of America
North Carolina
$14.1M +$4.09M +67,226 +41%
CI
12
CX Institutional
Indiana
$14M -$389K -6,405 -3%
MIH
13
Meitav Investment House
Israel
$9.95M – – –
UW
14
Unique Wealth
Florida
$7.41M -$1.29M -21,288 -15%
TC
15
Trilogy Capital
California
$5.72M +$243 +4 +0%
BAM
16
Belpointe Asset Management
Nevada
$5.57M +$115K +1,895 +2%
UBS Group
17
UBS Group
Switzerland
$5.53M +$883K +14,526 +19%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$5.21M +$1.5M +24,645 +40%
CAM
19
Cresset Asset Management
Illinois
$4.86M +$2.43M +39,970 +100%
Osaic Holdings
20
Osaic Holdings
Arizona
$4.74M +$1.48M +24,346 +45%
LA
21
LVW Advisors
New York
$4.61M +$58.2K +958 +1%
FHB
22
First Hawaiian Bank
Hawaii
$4.56M -$167K -2,754 -4%
BCM
23
Barden Capital Management
Texas
$4.04M +$18.8K +310 +0.5%
TW
24
TrinityPoint Wealth
Connecticut
$3.68M +$103K +1,697 +3%
Morgan Stanley
25
Morgan Stanley
New York
$3.36M +$206K +3,391 +7%
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