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State Street SPDR Portfolio MSCI Global Stock Market ETF

135 hedge funds and large institutions have $620M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 54 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

59% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 34

6% more capital invested

Capital invested by funds: $586M → $620M (+$34.5M)

5% more funds holding

Funds holding: 129135 (+6)

4.87% less ownership

Funds ownership: 74.51%69.65% (-4.9%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
135
Holders Change
+6
Holders Change %
+4.65%
% of All Funds
1.94%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
14
Increased
54
Reduced
34
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$148M -$5.08M -82,007 -3%
SFA
2
Sequoia Financial Advisors
Ohio
$85M +$31.2K +503 +0%
PAG
3
Private Advisor Group
New Jersey
$54.6M -$934K -15,063 -2%
Mariner
4
Mariner
Kansas
$27.1M -$632K -10,195 -2%
Legal & General Group
5
Legal & General Group
United Kingdom
$24.6M +$5.58K +90 +0%
PFM
6
Peak Financial Management
Massachusetts
$24.4M +$53.9K +869 +0.2%
ACM
7
Advance Capital Management
Michigan
$22.2M -$3.93M -63,373 -16%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$20M +$342K +5,516 +2%
Mirae Asset Global Investments
9
Mirae Asset Global Investments
South Korea
$17.9M
SF
10
Schaeffer Financial
Maryland
$15.5M +$65.6K +1,059 +0.4%
Bank of America
11
Bank of America
North Carolina
$13.8M -$1.1M -17,698 -8%
MIH
12
Meitav Investment House
Israel
$10.6M
EF
13
Empowered Funds
Pennsylvania
$7.73M +$7.4M +119,369 New
UW
14
Unique Wealth
Florida
$7.04M -$815K -13,147 -11%
FHC
15
First Heartland Consultants
Missouri
$6.18M -$1.15M -18,581 -16%
TC
16
Trilogy Capital
California
$6.1M +$10.2K +164 +0.2%
BAM
17
Belpointe Asset Management
Nevada
$6.05M +$107K +1,731 +2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$5.82M +$252K +4,062 +5%
UBS Group
19
UBS Group
Switzerland
$5.26M -$604K -9,744 -11%
Osaic Holdings
20
Osaic Holdings
Arizona
$5.2M +$141K +2,276 +3%
CAM
21
Cresset Asset Management
Illinois
$5.18M
LA
22
LVW Advisors
New York
$5.1M +$186K +2,999 +4%
Morgan Stanley
23
Morgan Stanley
New York
$4.57M +$945K +15,244 +28%
FHB
24
First Hawaiian Bank
Hawaii
$4.57M -$280K -4,522 -6%
BCM
25
Barden Capital Management
Texas
$4.49M +$177K +2,853 +4%

SPGM Hedge Fund Activity: Q3 2024 in Review

135 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q3 2024, worth a combined $620M — up 5.9% from $586M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new SPGM positions and 7 closed out — a net gain of 7 holders — while 54 added to existing stakes and 34 trimmed.

The largest buyer was Empowered Funds, opening a new position worth an estimated $7.4M. The largest seller was CX Institutional, cutting an estimated $13M.

  • 135 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q3 2024, up from 129 in Q2 2024.
  • Funds reported $620M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q3 2024, up 5.9% quarter-over-quarter.
  • 14 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q3 2024 and 7 closed out, a net change of +7 holders.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q3 2024 was Empowered Funds, an estimated $7.4M added.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q3 2024 was CX Institutional, an estimated $13M sold.

Based on aggregated 13F filings for Q3 2024.