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State Street SPDR Portfolio MSCI Global Stock Market ETF

135 hedge funds and large institutions have $934M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 61 increasing their positions, 33 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 33

51% more capital invested

Capital invested by funds: $620M → $934M (+$313M)

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

4.69% more ownership

Funds ownership: 69.65%74.33% (+4.7%)

0% more funds holding

Funds holding: 135135 (0)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
135
Holders Change
Holders Change %
0%
% of All Funds
1.78%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
19
Increased
61
Reduced
33
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$303M +$389 +6 +0.1%
LPL Financial
2
LPL Financial
California
$144M -$321K -4,954 -0.2%
SFA
3
Sequoia Financial Advisors
Ohio
$83.4M +$273K +4,203 +0.3%
PAG
4
Private Advisor Group
New Jersey
$50.4M -$3.06M -47,167 -6%
Mariner
5
Mariner
Kansas
$31.9M +$5.59M +86,169 +21%
IAA
6
Independent Advisor Alliance
North Carolina
$29.5M +$30.2M +465,025 New
PFM
7
Peak Financial Management
Massachusetts
$23.8M -$41.8K -644 -0.2%
Legal & General Group
8
Legal & General Group
United Kingdom
$22.5M -$1.62M -24,905 -7%
ACM
9
Advance Capital Management
Michigan
$22.1M +$444K +6,844 +2%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$20.1M +$530K +8,168 +3%
Bank of America
11
Bank of America
North Carolina
$18.8M +$5.34M +82,404 +39%
Jane Street
12
Jane Street
New York
$18.5M +$15.8M +243,543 +504%
SF
13
Schaeffer Financial
Maryland
$15.2M +$74.4K +1,147 +0.5%
MIH
14
Meitav Investment House
Israel
$10.4M
EFG
15
Ethos Financial Group
Pennsylvania
$7.94M +$8.13M +125,410 New
UW
16
Unique Wealth
Florida
$6.53M -$365K -5,628 -5%
TC
17
Trilogy Capital
California
$5.92M -$44.9K -693 -0.7%
BAM
18
Belpointe Asset Management
Nevada
$5.89M -$16.7K -258 -0.3%
Osaic Holdings
19
Osaic Holdings
Arizona
$5.43M +$356K +5,486 +7%
Morgan Stanley
20
Morgan Stanley
New York
$5.33M +$876K +13,507 +19%
LA
21
LVW Advisors
New York
$5.24M +$255K +3,936 +5%
UBS Group
22
UBS Group
Switzerland
$5.07M -$79.5K -1,226 -2%
BCM
23
Barden Capital Management
Texas
$4.61M +$221K +3,413 +5%
FHB
24
First Hawaiian Bank
Hawaii
$4.37M -$98.3K -1,515 -2%
TW
25
TrinityPoint Wealth
Connecticut
$3.95M +$83.7K +1,291 +2%

SPGM Hedge Fund Activity: Q4 2024 in Review

135 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q4 2024, worth a combined $934M — up 51% from $620M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new SPGM positions and 14 closed out — a net gain of 5 holders — while 61 added to existing stakes and 33 trimmed.

The largest buyer was Independent Advisor Alliance, opening a new position worth an estimated $30.2M. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $17.9M sold.

  • 135 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $934M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q4 2024, up 51% quarter-over-quarter.
  • 19 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q4 2024 and 14 closed out, a net change of +5 holders.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q4 2024 was Independent Advisor Alliance, an estimated $30.2M added.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q4 2024 was Mirae Asset Global Investments, an estimated $17.9M sold.

Based on aggregated 13F filings for Q4 2024.