SPDR PORTFOLIO MSCI GLOBAL S (SPGM) Institutional Ownership Changes & 13F Activity

SPDR PORTFOLIO MSCI GLOBAL S (SPGM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Flow Traders U.S. Llc, Mariner, Llc, Menora Mivtachim Holdings Ltd., Raymond James Financial Inc, and Ameriprise Financial Inc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-234-1.0%23,112$1.98MQ2 2026Sep 23, 2026
Corient Private Wealth LlcBuy+45+0.1%30,105$2.58MQ2 2026Aug 27, 2026
Kingsview Wealth Management, LlcBuy+485+10.9%4,953$424.32KQ2 2026Aug 19, 2026
Mercer Global Advisors IncSell-87-0.5%19,106$1.64MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+3,659—3,659$313.51KQ2 2026Aug 18, 2026
Coastal Bridge Advisors, LlcBuy+783+1.0%77,977$6.68MQ2 2026Aug 17, 2026
Pure Financial Advisors, LlcBuy+718+23.8%3,740$320.37KQ2 2026Aug 17, 2026
Flow Traders U.S. LlcSell-861,601-94.3%51,731$4.43MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+30,689+57.7%83,873$7.19MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+24,702—24,702$2.12MQ2 2026Aug 14, 2026
Bank Of America CorpSell-21,087-12.6%146,790$12.58MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+16,945+7.8%233,160$19.98MQ2 2026Aug 14, 2026
Gts Securities LlcSell-16,240-68.3%7,522$644.41KQ2 2026Aug 14, 2026
Ausdal Financial Partners, Inc.Buy+9,693+69.2%23,700$2.03MQ2 2026Aug 14, 2026
Modern Wealth Management, LlcBuy+8,858+145.2%14,958$1.28MQ2 2026Aug 14, 2026
Betterment LlcBuy+4,546+8.0%61,223$5.25MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+2,741—2,741$234.78KQ2 2026Aug 14, 2026
Royal Bank Of CanadaBuy+721+5.3%14,351$1.23MQ2 2026Aug 14, 2026
Waverly Advisors, LlcSell-681-5.3%12,224$1.05MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+455+151.7%755$64.67KQ2 2026Aug 14, 2026
Iht Wealth Management, LlcSell-368-7.7%4,435$379.91KQ2 2026Aug 14, 2026
Western Wealth Management, LlcSell-182-2.3%7,895$676.40KQ2 2026Aug 14, 2026
Larson Financial Group LlcSell-58-2.5%2,281$195.41KQ2 2026Aug 14, 2026
Signal Tree Financial Partners LlcSell-54-1.4%3,849$329.74KQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+26+1.6%1,628$137.01KQ2 2026Aug 14, 2026
Mariner, LlcSell-236,547-95.7%10,712$917.68KQ2 2026Aug 13, 2026
Menora Mivtachim Holdings Ltd.Buy+63,000—63,000$5.40MQ2 2026Aug 13, 2026
Morgan StanleyBuy+12,449+7.3%183,094$15.69MQ2 2026Aug 13, 2026
O'Shaughnessy Asset Management, LlcSell-9,251-51.9%8,566$733.85KQ2 2026Aug 13, 2026
Stillwater Private Wealth, LlcBuy+5,491—5,491$484.00KQ2 2026Aug 13, 2026
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Frequently asked questions about SPGM activity

  • Which institutional owners are buying SPGM?

    Institutional owners buying SPGM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in SPGM activity?

    "Buy" means an investor increased their reported position in SPGM compared to the prior reporting period. This reflects growing exposure to SPDR PORTFOLIO MSCI GLOBAL S (SPGM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in SPGM increasing?

    Institutional interest in SPGM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.