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State Street SPDR Portfolio MSCI Global Stock Market ETF

146 hedge funds and large institutions have $701M invested in State Street SPDR Portfolio MSCI Global Stock Market ETF in 2025 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 52 increasing their positions, 51 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

7% more capital invested

Capital invested by funds: $655M → $701M (+$46M)

7% more funds holding

Funds holding: 137146 (+9)

2% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 51

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4.01% less ownership

Funds ownership: 60.2%56.18% (-4%)

Holders
146
Holders Change
+9
Holders Change %
+6.57%
% of All Funds
1.92%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
18
Increased
52
Reduced
51
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$162M -$33.8M -471,240 -18%
SFA
2
Sequoia Financial Advisors
Ohio
$104M +$8.07M +112,562 +9%
HighTower Advisors
3
HighTower Advisors
Illinois
$51.1M +$23.8M +332,299 +95%
ACM
4
Advance Capital Management
Michigan
$28M +$1.02M +14,201 +4%
PFM
5
Peak Financial Management
Massachusetts
$27.8M -$146K -2,042 -0.5%
Mariner
6
Mariner
Kansas
$20.9M -$7.3M -101,862 -27%
Bank of America
7
Bank of America
North Carolina
$20.4M +$1.69M +23,623 +10%
PAG
8
Private Advisor Group
New Jersey
$19.2M -$1.52M -21,220 -8%
SF
9
Schaeffer Financial
Maryland
$18.7M +$167K +2,331 +0.9%
Morgan Stanley
10
Morgan Stanley
New York
$12.4M +$2.55M +35,518 +27%
MIH
11
Meitav Investment House
Israel
$12.2M
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$11.1M -$9.46M -131,882 -47%
CB
13
Commerce Bank
Missouri
$10.6M +$10.1M +141,290 New
Osaic Holdings
14
Osaic Holdings
Arizona
$9.41M +$3.85M +53,722 +72%
Jane Street
15
Jane Street
New York
$9.29M -$3.31M -46,234 -27%
EFG
16
Ethos Financial Group
Pennsylvania
$8.96M +$20.2K +282 +0.2%
BAM
17
Belpointe Asset Management
Nevada
$8.62M +$213K +2,971 +3%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$7.24M +$788K +10,985 +13%
JP Morgan Chase
19
JP Morgan Chase
New York
$7.21M -$199K -2,770 -3%
UBS Group
20
UBS Group
Switzerland
$6.41M -$23.4K -326 -0.4%
BL
21
Balentine LLC
Georgia
$6.27M -$338K -4,710 -5%
UW
22
Unique Wealth
Florida
$6.1M -$342K -4,773 -6%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$5.56M -$1.65M -23,060 -24%
SG
24
StoneX Group
New York
$5.54M +$5.3M +73,983 New
CBA
25
Coastal Bridge Advisors
Connecticut
$5.53M +$204K +2,844 +4%

SPGM Hedge Fund Activity: Q3 2025 in Review

146 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) for Q3 2025, worth a combined $701M — up 7% from $655M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SPGM positions and 7 closed out — a net gain of 11 holders — while 52 added to existing stakes and 51 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $23.8M. The largest seller was LPL Financial, cutting an estimated $33.8M.

  • 146 institutional investors held State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) as of Q3 2025, up from 137 in Q2 2025.
  • Funds reported $701M of State Street SPDR Portfolio MSCI Global Stock Market ETF stock for Q3 2025, up 7% quarter-over-quarter.
  • 18 funds opened new State Street SPDR Portfolio MSCI Global Stock Market ETF positions in Q3 2025 and 7 closed out, a net change of +11 holders.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF buyer in Q3 2025 was HighTower Advisors, an estimated $23.8M added.
  • The largest State Street SPDR Portfolio MSCI Global Stock Market ETF seller in Q3 2025 was LPL Financial, an estimated $33.8M sold.

Based on aggregated 13F filings for Q3 2025.