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State Street SPDR Global Dow ETF

51 hedge funds and large institutions have $92.5M invested in State Street SPDR Global Dow ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 15

4% more capital invested

Capital invested by funds: $88.6M → $92.5M (+$3.93M)

2.15% less ownership

Funds ownership: 48.65%46.5% (-2.1%)

4% less funds holding

Funds holding: 5351 (-2)

22% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 9

Holders
51
Holders Change
-2
Holders Change %
-3.77%
% of All Funds
0.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
18
Reduced
15
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$590K -$8.92K -73 -2%
AWA
27
ARQ Wealth Advisors
Arizona
$587K +$62.2K +509 +13%
HI
28
Harbour Investments
Wisconsin
$572K +$1.59K +13 +0.3%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$534K +$11.5K +94 +2%
Prudential Financial
30
Prudential Financial
New Jersey
$522K +$497K +4,065 New
BRWA
31
B. Riley Wealth Advisors
Florida
$490K +$13K +106 +2%
GVAG
32
Great Valley Advisor Group
Delaware
$470K -$6.72K -55 -1%
MFG
33
Merit Financial Group
Georgia
$264K +$255K +2,086 New
Ameriprise
34
Ameriprise
Minnesota
$220K -$95.5K -781 -31%
PTC
35
Private Trust Company
Ohio
$168K +$16.3K +133 +11%
NSIM
36
North Star Investment Management
Illinois
$145K
GT
37
Glenmede Trust
Pennsylvania
$139K +$133K +1,085 New
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$115K +$12.2K +100 +13%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$83K
NCM
40
Northwest Capital Management
Oregon
$77.1K
WB
41
Webster Bank
Connecticut
$68.1K
FDCDDQ
42
Federation des caisses Desjardins du Quebec
Quebec, Canada
$53.1K -$12.2K -100 -19%
CA
43
CoreCap Advisors
Michigan
$52.9K +$50.4K +412 New
Fidelity Investments
44
Fidelity Investments
Massachusetts
$38.4K
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$19.8K +$18.8K +154 New
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$19.3K
FFA
47
Farther Finance Advisors
California
$16K +$15.3K +125 New
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$12.5K
TAM
49
Tucker Asset Management
Colorado
$6.42K
WT
50
Whittier Trust
California
$6.42K

DGT Hedge Fund Activity: Q1 2024 in Review

51 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Global Dow ETF (DGT) for Q1 2024, worth a combined $92.5M — up 4.4% from $88.6M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of DGT and 7 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 18 added.

The largest buyer was LPL Financial, adding an estimated $3.2M. The largest seller was Morgan Stanley, cutting an estimated $2.02M.

  • 51 institutional investors held State Street SPDR Global Dow ETF (DGT) as of Q1 2024, down from 53 in Q4 2023.
  • Funds reported $92.5M of State Street SPDR Global Dow ETF stock for Q1 2024, up 4.4% quarter-over-quarter.
  • 7 funds opened new State Street SPDR Global Dow ETF positions in Q1 2024 and 9 closed out, a net change of -2 holders.
  • The largest State Street SPDR Global Dow ETF buyer in Q1 2024 was LPL Financial, an estimated $3.2M added.
  • The largest State Street SPDR Global Dow ETF seller in Q1 2024 was Morgan Stanley, an estimated $2.02M sold.

Based on aggregated 13F filings for Q1 2024.