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State Street SPDR S&P International Dividend ETF

136 hedge funds and large institutions have $249M invested in State Street SPDR S&P International Dividend ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 52 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 40

1.98% more ownership

Funds ownership: 47.52%49.5% (+2%)

4% more capital invested

Capital invested by funds: $239M → $249M (+$10.3M)

6% less funds holding

Funds holding: 144136 (-8)

38% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 16

Holders
136
Holders Change
-8
Holders Change %
-5.56%
% of All Funds
2.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
52
Reduced
40
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
126
Tower Research Capital (TRC)
New York
$7.02K +$140 +4 +2%
AW
127
Avion Wealth
Texas
$6K
BCMLT
128
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.23K
WIM
129
Westside Investment Management
California
$4.82K
SPIA
130
Steward Partners Investment Advisory
New York
$3.99K
CT
131
Caldwell Trust
Florida
$3.44K +$3.49K +100 New
GI
132
Gradient Investments
Minnesota
$1.72K -$4.89K -140 -74%
William Blair & Company
133
William Blair & Company
Illinois
$1.72K
BC
134
Barrett & Company
Rhode Island
$1.62K
AIP
135
Ameritas Investment Partners
Nebraska
$569
NC
136
NewSquare Capital
Pennsylvania
$103
HNB
137
Huntington National Bank
Ohio
$34
WWA
138
WCG Wealth Advisors
Nevada
-$721K -21,023 Closed
MCWS
139
McKinley Carter Wealth Services
West Virginia
-$428K -12,485 Closed
MOS
140
MGO One Seven
Ohio
-$332K -9,699 Closed
PA
141
Pinnacle Associates
New York
-$281K -8,185 Closed
AG
142
Ascent Group
Virginia
-$231K -6,741 Closed
NRI
143
NFP Retirement Inc
California
-$214K -6,255 Closed
WT
144
Whittier Trust
California
-$143K -4,187 Closed
CM
145
Cornerstone Management
Georgia
-$133K -3,891 Closed
MRC
146
Millburn Ridgefield Corp
New York
-$43.9K -1,281 Closed
AAS
147
Ameritas Advisory Services
Nebraska
-$29.4K -858 Closed
Bank of Montreal
148
Bank of Montreal
Ontario, Canada
-$26K -756 Closed
PO
149
Private Ocean
California
-$13K -380 Closed
PFM
150
Phillips Financial Management
Indiana
-$10.8K -316 Closed

DWX Hedge Fund Activity: Q2 2023 in Review

136 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P International Dividend ETF (DWX) for Q2 2023, worth a combined $249M — up 4.3% from $239M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of DWX and 10 opened new positions — a net loss of 6 holders — while 40 trimmed existing stakes and 52 added.

The largest buyer was Jane Street, adding an estimated $9.47M. The largest seller was Bank of America, cutting an estimated $10.5M.

  • 136 institutional investors held State Street SPDR S&P International Dividend ETF (DWX) as of Q2 2023, down from 144 in Q1 2023.
  • Funds reported $249M of State Street SPDR S&P International Dividend ETF stock for Q2 2023, up 4.3% quarter-over-quarter.
  • 10 funds opened new State Street SPDR S&P International Dividend ETF positions in Q2 2023 and 16 closed out, a net change of -6 holders.
  • The largest State Street SPDR S&P International Dividend ETF buyer in Q2 2023 was Jane Street, an estimated $9.47M added.
  • The largest State Street SPDR S&P International Dividend ETF seller in Q2 2023 was Bank of America, an estimated $10.5M sold.

Based on aggregated 13F filings for Q2 2023.