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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Sell | -234 | -1.0% | 23,112 | $1.98M | Q2 2026 | Sep 23, 2026 |
| Corient Private Wealth Llc | Buy | +45 | +0.1% | 30,105 | $2.58M | Q2 2026 | Aug 27, 2026 |
| Kingsview Wealth Management, Llc | Buy | +485 | +10.9% | 4,953 | $424.32K | Q2 2026 | Aug 19, 2026 |
| Mercer Global Advisors Inc | Sell | -87 | -0.5% | 19,106 | $1.64M | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +3,659 | — | 3,659 | $313.51K | Q2 2026 | Aug 18, 2026 |
| Coastal Bridge Advisors, Llc | Buy | +783 | +1.0% | 77,977 | $6.68M | Q2 2026 | Aug 17, 2026 |
| Pure Financial Advisors, Llc | Buy | +718 | +23.8% | 3,740 | $320.37K | Q2 2026 | Aug 17, 2026 |
| Flow Traders U.S. Llc | Sell | -861,601 | -94.3% | 51,731 | $4.43M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +30,689 | +57.7% | 83,873 | $7.19M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +24,702 | — | 24,702 | $2.12M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -21,087 | -12.6% | 146,790 | $12.58M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +16,945 | +7.8% | 233,160 | $19.98M | Q2 2026 | Aug 14, 2026 |
| Gts Securities Llc | Sell | -16,240 | -68.3% | 7,522 | $644.41K | Q2 2026 | Aug 14, 2026 |
| Ausdal Financial Partners, Inc. | Buy | +9,693 | +69.2% | 23,700 | $2.03M | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, Llc | Buy | +8,858 | +145.2% | 14,958 | $1.28M | Q2 2026 | Aug 14, 2026 |
| Betterment Llc | Buy | +4,546 | +8.0% | 61,223 | $5.25M | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +2,741 | — | 2,741 | $234.78K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Buy | +721 | +5.3% | 14,351 | $1.23M | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, Llc | Sell | -681 | -5.3% | 12,224 | $1.05M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +455 | +151.7% | 755 | $64.67K | Q2 2026 | Aug 14, 2026 |
| Iht Wealth Management, Llc | Sell | -368 | -7.7% | 4,435 | $379.91K | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, Llc | Sell | -182 | -2.3% | 7,895 | $676.40K | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group Llc | Sell | -58 | -2.5% | 2,281 | $195.41K | Q2 2026 | Aug 14, 2026 |
| Signal Tree Financial Partners Llc | Sell | -54 | -1.4% | 3,849 | $329.74K | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +26 | +1.6% | 1,628 | $137.01K | Q2 2026 | Aug 14, 2026 |
| Mariner, Llc | Sell | -236,547 | -95.7% | 10,712 | $917.68K | Q2 2026 | Aug 13, 2026 |
| Menora Mivtachim Holdings Ltd. | Buy | +63,000 | — | 63,000 | $5.40M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Buy | +12,449 | +7.3% | 183,094 | $15.69M | Q2 2026 | Aug 13, 2026 |
| O'Shaughnessy Asset Management, Llc | Sell | -9,251 | -51.9% | 8,566 | $733.85K | Q2 2026 | Aug 13, 2026 |
| Stillwater Private Wealth, Llc | Buy | +5,491 | — | 5,491 | $484.00K | Q2 2026 | Aug 13, 2026 |
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.