We are live on ! Find out more
DGT icon

State Street SPDR Global Dow ETF

31 hedge funds and large institutions have $20.6M invested in State Street SPDR Global Dow ETF in 2018 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 3231 (-1)

3.3% less ownership

Funds ownership: 28.17%24.87% (-3.3%)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

23% less capital invested

Capital invested by funds: $26.7M → $20.6M (-$6.16M)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

Holders
31
Holders Change
-1
Holders Change %
-3.13%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
6
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IIM
1
Intact Investment Management
Quebec, Canada
$8.25M
FAAS
2
First Allied Advisory Services
California
$1.77M +$1.89M +23,505 New
RC
3
Roundview Capital
New Jersey
$1.63M -$9.24K -115 -0.5%
Morgan Stanley
4
Morgan Stanley
New York
$1.59M -$43.5K -541 -3%
Jane Street
5
Jane Street
New York
$1.2M -$1.63M -20,248 -56%
Bank of America
6
Bank of America
North Carolina
$919K +$165K +2,056 +20%
Citadel Advisors
7
Citadel Advisors
Florida
$791K +$247K +3,073 +41%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$789K -$1.01M -12,600 -55%
BRWA
9
B. Riley Wealth Advisors
Florida
$608K +$322 +4 +0%
MIC
10
Meridian Investment Counsel
California
$556K
SWP
11
Stratos Wealth Partners
Ohio
$497K
AIA
12
Arcadia Investment Advisors
Idaho
$483K +$514K +6,397 New
Wells Fargo
13
Wells Fargo
California
$433K +$24.8K +309 +6%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$181K +$25.1K +312 +15%
WB
15
Webster Bank
Connecticut
$172K
IA
16
IFP Advisors
Florida
$155K -$13.3K -166 -7%
UBS Group
17
UBS Group
Switzerland
$110K -$4.02K -50 -3%
NSIM
18
North Star Investment Management
Illinois
$85K
PA
19
Parallel Advisors
California
$81K
CCM
20
Covington Capital Management
California
$74K -$13.3K -165 -14%
FDCDDQ
21
Federation des caisses Desjardins du Quebec
Quebec, Canada
$58.7K
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$49K -$19K -236 -27%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$24K +$2.57K +32 +11%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$12K +$13.3K +165 New
AG
25
Advisor Group
Arizona
$11K

DGT Hedge Fund Activity: Q4 2018 in Review

31 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Global Dow ETF (DGT) for Q4 2018, worth a combined $20.6M — down 23% from $26.7M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of DGT and 5 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 6 added.

The largest buyer was First Allied Advisory Services, opening a new position worth an estimated $1.89M. The largest seller was SG Americas Securities, exiting entirely with an estimated $1.97M sold.

  • 31 institutional investors held State Street SPDR Global Dow ETF (DGT) as of Q4 2018, down from 32 in Q3 2018.
  • Funds reported $20.6M of State Street SPDR Global Dow ETF stock for Q4 2018, down 23% quarter-over-quarter.
  • 5 funds opened new State Street SPDR Global Dow ETF positions in Q4 2018 and 6 closed out, a net change of -1 holder.
  • The largest State Street SPDR Global Dow ETF buyer in Q4 2018 was First Allied Advisory Services, an estimated $1.89M added.
  • The largest State Street SPDR Global Dow ETF seller in Q4 2018 was SG Americas Securities, an estimated $1.97M sold.

Based on aggregated 13F filings for Q4 2018.