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State Street SPDR Portfolio MSCI Global Stock Market ETF

131 hedge funds and large institutions have $587M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 45 increasing their positions, 37 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 37

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

3% less funds holding

Funds holding: 135131 (-4)

12.92% less ownership

Funds ownership: 74.33%61.42% (-13%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

37% less capital invested

Capital invested by funds: $934M → $587M (-$347M)

Holders
131
Holders Change
-4
Holders Change %
-2.96%
% of All Funds
1.76%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
13
Increased
45
Reduced
37
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$147M +$4.57M +70,877 +3%
SFA
2
Sequoia Financial Advisors
Ohio
$85.8M +$3.77M +58,408 +4%
Mariner
3
Mariner
Kansas
$26.9M -$4.71M -73,018 -14%
Jane Street
4
Jane Street
New York
$26.2M +$8.28M +128,458 +44%
PFM
5
Peak Financial Management
Massachusetts
$23.2M -$221K -3,425 -0.9%
ACM
6
Advance Capital Management
Michigan
$22.2M +$381K +5,907 +2%
Legal & General Group
7
Legal & General Group
United Kingdom
$22.2M
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$21.1M +$1.3M +20,085 +6%
PAG
9
Private Advisor Group
New Jersey
$17.7M -$33.1M -512,613 -64%
Bank of America
10
Bank of America
North Carolina
$15.9M -$2.72M -42,121 -14%
SF
11
Schaeffer Financial
Maryland
$15M +$39.3K +610 +0.3%
MIH
12
Meitav Investment House
Israel
$10.2M
Citadel Advisors
13
Citadel Advisors
Florida
$8.96M +$9.26M +143,617 New
EFG
14
Ethos Financial Group
Pennsylvania
$7.94M
BAM
15
Belpointe Asset Management
Nevada
$6.35M +$558K +8,649 +9%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$6.28M +$3.81M +59,119 +143%
IPA
17
Investment Planning Advisors
Georgia
$6.08M +$4.69M +72,674 +294%
Morgan Stanley
18
Morgan Stanley
New York
$5.97M +$743K +11,523 +14%
UW
19
Unique Wealth
Florida
$5.72M -$745K -11,557 -11%
FTUS
20
Flow Traders U.S.
New York
$5.39M +$5.57M +86,400 New
TC
21
Trilogy Capital
California
$5.25M -$604K -9,372 -10%
UBS Group
22
UBS Group
Switzerland
$5.23M +$242K +3,754 +5%
BCM
23
Barden Capital Management
Texas
$4.59M +$49.6K +769 +1%
Osaic Holdings
24
Osaic Holdings
Arizona
$4.33M -$1.06M -16,417 -19%
CBA
25
Coastal Bridge Advisors
Connecticut
$4.2M +$4.34M +67,277 New

SPGM Hedge Fund Activity: Q1 2025 in Review

131 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q1 2025, worth a combined $587M — down 37% from $934M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new SPGM positions and 12 closed out — a net gain of 1 holder — while 45 added to existing stakes and 37 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $9.26M. The largest seller was Private Advisor Group, cutting an estimated $33.1M.

  • 131 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q1 2025, down from 135 in Q4 2024.
  • Funds reported $587M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q1 2025, down 37% quarter-over-quarter.
  • 13 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q1 2025 and 12 closed out, a net change of +1 holder.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q1 2025 was Citadel Advisors, an estimated $9.26M added.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q1 2025 was Private Advisor Group, an estimated $33.1M sold.

Based on aggregated 13F filings for Q1 2025.