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SPDR Portfolio MSCI Global Stock Market ETF
SPGM

Overview Fund Activity

135 hedge funds and large institutions have $620M invested in SPDR Portfolio MSCI Global Stock Market ETF in 2024 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
+7
Holders Change %
+5.47%
% of All Funds
1.95%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
15
Increased
54
Reduced
33
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EF
Empowered Funds
Pennsylvania
$7.73M
2
Jane Street
Jane Street
New York
$3.13M
3
CA
Clearstead Advisors
Ohio
$2.81M
4
Wells Fargo
Wells Fargo
California
$1.12M
5
Morgan Stanley
Morgan Stanley
New York
$4.57M

Top Sellers

1
CI
CX Institutional
Indiana
$1.3M
2
LPL Financial
LPL Financial
California
$148M
3
ACM
Advance Capital Management
Michigan
$22.2M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.18M
5
FHC
First Heartland Consultants
Missouri
$6.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
1
LPL Financial
California
$148M -$5.31M -82,007 -3%
SFA
2
Sequoia Financial Advisors
Ohio
$85M +$32.6K +503 +0%
PAG
3
Private Advisor Group
New Jersey
$54.6M -$976K -15,063 -2%
Mariner
4
Mariner
Kansas
$27.1M -$660K -10,195 -2%
Legal & General Group
5
Legal & General Group
United Kingdom
$24.6M +$5.83K +90 +0%
PFM
6
Peak Financial Management
Massachusetts
$24.4M +$56.3K +869 +0.2%
ACM
7
Advance Capital Management
Michigan
$22.2M -$4.1M -63,373 -16%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$20M +$357K +5,516 +2%
Mirae Asset Global Investments
9
Mirae Asset Global Investments
South Korea
$17.9M – – –
SF
10
Schaeffer Financial
Maryland
$15.5M +$68.6K +1,059 +0.4%
Bank of America
11
Bank of America
North Carolina
$13.8M -$1.15M -17,698 -8%
MIH
12
Meitav Investment House
Israel
$10.6M – – –
EF
13
Empowered Funds
Pennsylvania
$7.73M +$7.73M +119,369 New
UW
14
Unique Wealth
Florida
$7.04M -$852K -13,147 -11%
FHC
15
First Heartland Consultants
Missouri
$6.18M -$1.2M -18,581 -16%
TC
16
Trilogy Capital
California
$6.1M +$10.6K +164 +0.2%
BAM
17
Belpointe Asset Management
Nevada
$6.05M +$112K +1,731 +2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$5.82M +$263K +4,062 +5%
UBS Group
19
UBS Group
Switzerland
$5.26M -$631K -9,744 -11%
Osaic Holdings
20
Osaic Holdings
Arizona
$5.2M +$147K +2,276 +3%
CAM
21
Cresset Asset Management
Illinois
$5.18M – – –
LA
22
LVW Advisors
New York
$5.1M +$194K +2,999 +4%
Morgan Stanley
23
Morgan Stanley
New York
$4.57M +$987K +15,244 +28%
FHB
24
First Hawaiian Bank
Hawaii
$4.57M -$293K -4,522 -6%
BCM
25
Barden Capital Management
Texas
$4.49M +$185K +2,853 +4%
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