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State Street SPDR Portfolio MSCI Global Stock Market ETF

137 hedge funds and large institutions have $655M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2025 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 56 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

33% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 42

12% more capital invested

Capital invested by funds: $587M → $655M (+$67.8M)

5% more funds holding

Funds holding: 131137 (+6)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.22% less ownership

Funds ownership: 61.42%60.2% (-1.2%)

Holders
137
Holders Change
+6
Holders Change %
+4.58%
% of All Funds
1.8%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
18
Increased
56
Reduced
42
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$181M +$17.8M +277,580 +12%
SFA
2
Sequoia Financial Advisors
Ohio
$88.4M -$6.07M -94,568 -7%
Mariner
3
Mariner
Kansas
$26.3M -$3.2M -49,815 -12%
PFM
4
Peak Financial Management
Massachusetts
$25.8M +$77.6K +1,208 +0.3%
ACM
5
Advance Capital Management
Michigan
$24.8M +$296K +4,612 +1%
HighTower Advisors
6
HighTower Advisors
Illinois
$24.1M +$22.4M +349,573 New
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$19.5M -$3.76M -58,630 -17%
PAG
8
Private Advisor Group
New Jersey
$19.1M -$395K -6,147 -2%
Bank of America
9
Bank of America
North Carolina
$17.1M -$366K -5,706 -2%
SF
10
Schaeffer Financial
Maryland
$17M +$372K +5,795 +2%
FTUS
11
Flow Traders U.S.
New York
$16.7M +$9.96M +155,095 +180%
Jane Street
12
Jane Street
New York
$11.7M -$16.1M -250,092 -60%
MIH
13
Meitav Investment House
Israel
$11.3M
Morgan Stanley
14
Morgan Stanley
New York
$8.96M +$2.2M +34,239 +36%
EFG
15
Ethos Financial Group
Pennsylvania
$8.23M -$392K -6,112 -5%
BAM
16
Belpointe Asset Management
Nevada
$7.73M +$666K +10,369 +10%
JP Morgan Chase
17
JP Morgan Chase
New York
$6.83M +$5.5M +85,632 +640%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$6.71M -$212K -3,298 -3%
BL
19
Balentine LLC
Georgia
$6.1M +$2.61M +40,687 +85%
UW
20
Unique Wealth
Florida
$5.95M -$346K -5,387 -6%
UBS Group
21
UBS Group
Switzerland
$5.93M +$135K +2,107 +3%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$5.92M +$1.67M +25,999 +44%
TC
23
Trilogy Capital
California
$5.54M -$250K -3,898 -5%
Osaic Holdings
24
Osaic Holdings
Arizona
$5.18M +$365K +5,692 +8%
BCM
25
Barden Capital Management
Texas
$5.04M -$31.5K -491 -0.7%

SPGM Hedge Fund Activity: Q2 2025 in Review

137 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q2 2025, worth a combined $655M — up 12% from $587M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SPGM positions and 11 closed out — a net gain of 7 holders — while 56 added to existing stakes and 42 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $22.4M. The largest seller was Legal & General Group, exiting entirely with an estimated $22.2M sold.

  • 137 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q2 2025, up from 131 in Q1 2025.
  • Funds reported $655M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q2 2025, up 12% quarter-over-quarter.
  • 18 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q2 2025 and 11 closed out, a net change of +7 holders.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q2 2025 was HighTower Advisors, an estimated $22.4M added.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q2 2025 was Legal & General Group, an estimated $22.2M sold.

Based on aggregated 13F filings for Q2 2025.