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State Street SPDR Global Dow ETF
DGT

48 hedge funds and large institutions have $79.1M invested in State Street SPDR Global Dow ETF in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

111% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 9

7% more funds holding

Funds holding: 45 → 48 (+3)

2% more capital invested

Capital invested by funds: $77.7M → $79.1M (+$1.48M)

1.89% less ownership

Funds ownership: 50.91% → 49.02% (-1.9%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
48
Holders Change
+3
Holders Change %
+6.67%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
19
Reduced
9
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$4.41M
2
Citadel Advisors
Citadel Advisors
Florida
+$2.03M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$1.84M
4
BWFA
Baltimore-Washington Financial Advisors
Maryland
+$1.58M
5
SWP
Stratos Wealth Partners
Ohio
+$1.47M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$6.96M
2
OMC
Old Mission Capital
Illinois
-$2.75M
3
SL
Systelligence LLC
Minnesota
-$448K
4
Wells Fargo
Wells Fargo
California
-$250K
5
Ameriprise
Ameriprise
Minnesota
-$242K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
26
Arcadia Investment Advisors
Idaho
$531K – – –
BRWA
27
B. Riley Wealth Advisors
Florida
$490K +$6.57K +58 +1%
HI
28
Harbour Investments
Wisconsin
$485K +$92.1K +814 +22%
GVAG
29
Great Valley Advisor Group
Delaware
$429K +$64.3K +568 +17%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$391K +$149K +1,315 +58%
AWA
31
ARQ Wealth Advisors
Arizona
$330K +$342K +3,021 New
Ameriprise
32
Ameriprise
Minnesota
$261K -$242K -2,136 -47%
MML Investors Services
33
MML Investors Services
Massachusetts
$205K +$5.89K +52 +3%
PTC
34
Private Trust Company
Ohio
$128K +$13.2K +117 +11%
NSIM
35
North Star Investment Management
Illinois
$123K – – –
PA
36
Parallel Advisors
California
$118K – – –
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$95.3K +$94.3K +833 New
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$85K -$17K -150 -16%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$71K – – –
FDCDDQ
40
Federation des caisses Desjardins du Quebec
Quebec, Canada
$65.8K – – –
NCM
41
Northwest Capital Management
Oregon
$65.4K – – –
WB
42
Webster Bank
Connecticut
$57.8K – – –
Fidelity Investments
43
Fidelity Investments
Massachusetts
$32.6K – – –
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$10.6K – – –
TAM
45
Tucker Asset Management
Colorado
$5.45K – – –
WT
46
Whittier Trust
California
$5.45K – – –
HPC
47
HM Payson & Co
Maine
$3.93K – – –
UBS Group
48
UBS Group
Switzerland
$3.16K – – –
HighTower Advisors
49
HighTower Advisors
Illinois
– -$232K -2,044 Closed
LFG
50
Larson Financial Group
Missouri
– -$17.1K -152 Closed
1
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DGT Hedge Fund Activity: Q3 2023 in Review

48 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Global Dow ETF (DGT) for Q3 2023, worth a combined $79.1M — up 1.9% from $77.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new DGT positions and 2 closed out — a net gain of 3 holders — while 19 added to existing stakes and 9 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $4.41M. The largest seller was Jane Street, cutting an estimated $6.96M.

  • 48 institutional investors held State Street SPDR Global Dow ETF (DGT) as of Q3 2023, up from 45 in Q2 2023.
  • Funds reported $79.1M of State Street SPDR Global Dow ETF stock for Q3 2023, up 1.9% quarter-over-quarter.
  • 5 funds opened new State Street SPDR Global Dow ETF positions in Q3 2023 and 2 closed out, a net change of +3 holders.
  • The largest State Street SPDR Global Dow ETF buyer in Q3 2023 was Osaic Holdings, an estimated $4.41M added.
  • The largest State Street SPDR Global Dow ETF seller in Q3 2023 was Jane Street, an estimated $6.96M sold.

Based on aggregated 13F filings for Q3 2023.