Advisory Firm Expands Holdings
Global Assets Advisory Expands Portfolio, Significantly Boosting ETF and AMD Holdings
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Key Points
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SPMD market data shows the ETF traded around $66.29 with a daily volume of about 1.34 million, a 52-week range of $53.73 to $67.68, a market cap near $18.13 billion, a price-to-earnings ratio of 4.66, and a beta of 1.00, with 50-day and 200-day moving averages at roughly $65.50 and $62.58.
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IUSV is 0.6% of Global Assets Advisory LLC’s holdings and ranks as its 28th largest position, with value reported at about $2.60 million after the quarter’s purchases of 21,564 shares.
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Hedge funds collectively own a large portion of AMD stock, with Global Assets Advisory’s stake expanded by 80.6% to 7,727 shares, highlighting substantial institutional ownership — 71.34% of AMD is held by hedge funds and other institutions.
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ICSH activity shows mid-day trading around $50.45 with 1.52 million shares traded, and it is accompanied by a set of technicals: 50-day MA at $50.51 and 200-day MA at $50.57, plus a 1-year low of $50.40 and high of $50.77.
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MDYV was added at 8,513 shares for about $725,000, with trading data showing the price at $94.08, volume around 94,879, a 12-month low of $78.19 and high of $95.34, and 50- and 200-day moving averages at roughly $92.21 and $89.59, respectively.
Global Assets Advisory LLC made a series of notable portfolio moves in the first quarter of 2026, adding new positions and sharply boosting existing ones across U.S. equities and short-term bonds. The firm's biggest percentage jump was in iShares Core S&P U.S. Value ETF, where it grew its stake by 554.6% to reach 25,452 shares worth about $2.6 million, according to Watchlist News.
The moves point to a deliberate push toward diversification. Global Assets Advisory spread its new capital across mid-cap stocks, value-focused ETFs, a short-term bond fund, and a large chip stock.
New Mid-Cap Bets Anchor the Quarter's Activity
The firm's freshest position was in SPDR Portfolio S&P 400 Mid Cap ETF (SPMD). It bought 15,531 shares for roughly $920,000, according to Watchlist News. SPMD traded around $66.29 at the time, with a 52-week range of $53.73 to $67.68. The ETF carries a market cap near $18.13 billion and a beta of 1.00, meaning it moves in line with the broader market.
Global Assets Advisory also picked up 8,513 shares of SPDR S&P 400 Mid Cap Value ETF (MDYV) for about $725,000, according to Ticker Report. MDYV traded at $94.08, near its 12-month high of $95.34. Its 200-day moving average sits at $89.59, suggesting the ETF has been climbing steadily over the past year.
AMD Stake Jumps 80% as Institutional Demand Stays Strong
Global Assets Advisory raised its Advanced Micro Devices (AMD) stake by 80.6%, ending the quarter with 7,727 shares worth about $1.57 million. AMD is heavily owned by large investors. Hedge funds and institutions hold 71.34% of the company's stock, according to Ticker Report.
The move signals confidence in the chipmaker despite a volatile broader tech environment. AMD has been a focal point for institutional buyers looking for AI-related exposure. Global Assets Advisory's expanded position puts it among the many funds leaning into that theme.
Short-Term Bond Fund Adds Stability to the Mix
To balance its equity buys, the firm added 31,788 shares of iShares Ultra Short-Term Bond Active ETF (ICSH), worth about $1.6 million. ICSH traded around $50.45 with 1.52 million shares changing hands mid-day. Its 52-week range is tight — $50.40 to $50.77 — making it a low-risk, cash-like holding.
Short-term bond ETFs like ICSH are often used to park cash while still earning a return above money-market rates. The ICSH position gives Global Assets Advisory a cushion against equity swings. Its 50-day and 200-day moving averages both sit just above $50.50, confirming its near-flat price behavior.
Value ETF Surge Makes IUSV a New Portfolio Anchor
The most dramatic shift in the quarter was in iShares Core S&P U.S. Value ETF (IUSV). Global Assets Advisory bought 21,564 new shares, growing its total to 25,452 shares and pushing the position's value to about $2.6 million, according to Ticker Report. That 554.6% increase makes IUSV the firm's 28th largest position, at 0.6% of total holdings.
Value ETFs focus on stocks trading below their estimated worth — think large, established companies with low price-to-earnings ratios. IUSV fits that profile, offering broad exposure to U.S. value stocks. The firm's sharp increase here, combined with its mid-cap and bond buys, paints a picture of a cautious but growth-minded strategy heading into 2026.
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