We are live on ! Find out more
DGT icon

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
LPL Financial
1
LPL Financial
California
$10.5M +$3.2M +26,200 +47%
SL
2
Systelligence LLC
Minnesota
$9.74M -$56K -458 -0.6%
IIM
3
Intact Investment Management
Quebec, Canada
$9.41M
BWFA
4
Baltimore-Washington Financial Advisors
Maryland
$7.6M +$197K +1,608 +3%
FA
5
Fagan Associates
New York
$4.87M +$212K +1,738 +5%
Osaic Holdings
6
Osaic Holdings
Arizona
$4.79M -$594K -4,857 -12%
Jane Street
7
Jane Street
New York
$4.5M -$1.62M -13,267 -27%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$3.96M -$143K -1,169 -4%
Bank of America
9
Bank of America
North Carolina
$3.46M +$513K +4,195 +18%
Citadel Advisors
10
Citadel Advisors
Florida
$2.88M +$757K +6,191 +38%
MSFS
11
Main Street Financial Solutions
Pennsylvania
$2.82M +$2.57K +21 +0.1%
RC
12
Roundview Capital
New Jersey
$2.57M -$6.11K -50 -0.2%
Morgan Stanley
13
Morgan Stanley
New York
$2.55M -$2.02M -16,537 -45%
SWP
14
Stratos Wealth Partners
Ohio
$2.44M -$1.19M -9,723 -34%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$1.94M -$238K -1,944 -11%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.93M +$423K +3,464 +30%
AF
17
Advisornet Financial
Minnesota
$1.72M +$313K +2,557 +24%
Wells Fargo
18
Wells Fargo
California
$1.6M -$511K -4,180 -25%
AMG
19
Asset Management Group
Connecticut
$1.58M +$3.79K +31 +0.3%
SOS
20
Silver Oak Securities
Tennessee
$1.31M -$327K -2,678 -21%
MIC
21
Meridian Investment Counsel
California
$1.29M -$122 -1 -0%
NL
22
NWAM LLC
Washington
$1.29M +$109K +888 +10%
NFG
23
Nations Financial Group
Iowa
$1.15M +$283K +2,316 +35%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$723K +$15K +123 +2%
AIA
25
Arcadia Investment Advisors
Idaho
$625K

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.