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State Street SPDR S&P International Dividend ETF

148 hedge funds and large institutions have $274M invested in State Street SPDR S&P International Dividend ETF in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 44 increasing their positions, 36 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

22% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 36

1% more funds holding

Funds holding: 146148 (+2)

0.26% less ownership

Funds ownership: 44.74%44.48% (-0.26%)

3% less capital invested

Capital invested by funds: $282M → $274M (-$7.73M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
148
Holders Change
+2
Holders Change %
+1.37%
% of All Funds
2.28%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
21
Increased
44
Reduced
36
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$53.3M +$581K +15,067 +1%
Bank of America
2
Bank of America
North Carolina
$40M +$4.06M +105,122 +11%
UBS Group
3
UBS Group
Switzerland
$18.7M -$195K -5,060 -1%
AssetMark Inc
4
AssetMark Inc
California
$17.7M -$30K -778 -0.2%
Wells Fargo
5
Wells Fargo
California
$15.8M +$818K +21,212 +5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$10.2M -$4.31M -111,649 -30%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$9.63M +$353K +9,138 +4%
LPL Financial
8
LPL Financial
California
$7.92M -$109K -2,836 -1%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$7.23M +$374K +9,703 +6%
EWM
10
Empirical Wealth Management
Washington
$5.48M +$484K +12,541 +10%
MA
11
MUFG Americas
New York
$4.62M +$383K +9,918 +9%
Jane Street
12
Jane Street
New York
$4.21M +$2.55M +66,094 +157%
RJA
13
Raymond James & Associates
Florida
$4.18M +$264K +6,851 +7%
BWG
14
Beta Wealth Group
California
$3.43M
ACG
15
Allen Capital Group
Nebraska
$3.42M +$116 +3 +0%
CT
16
Coastline Trust
Rhode Island
$3.34M +$314K +8,130 +10%
BOPW
17
Brandywine Oak Private Wealth
Pennsylvania
$2.89M -$23.6K -612 -0.8%
Stifel Financial
18
Stifel Financial
Missouri
$2.78M -$158K -4,107 -5%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$2.4M -$87.3K -2,263 -4%
MLM
20
Mount Lucas Management
Pennsylvania
$2.37M -$1.59M -41,201 -40%
National Bank of Canada
21
National Bank of Canada
Quebec, Canada
$2.27M +$2.25M +58,336 New
TW
22
Towerpoint Wealth
California
$2.18M -$1.2M -31,126 -36%
MYIA
23
Mount Yale Investment Advisors
Colorado
$2.17M -$352K -9,130 -14%
JMPWA
24
JP Morgan Private Wealth Advisors
California
$2.08M -$459K -11,902 -18%
TCM
25
Telos Capital Management
California
$1.88M +$24.5K +636 +1%

DWX Hedge Fund Activity: Q4 2021 in Review

148 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P International Dividend ETF (DWX) for Q4 2021, worth a combined $274M — down 2.7% from $282M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new DWX positions and 17 closed out — a net gain of 4 holders — while 44 added to existing stakes and 36 trimmed.

The largest buyer was Bank of America, adding an estimated $4.06M. The largest seller was Silver Lake Advisory, exiting entirely with an estimated $4.78M sold.

  • 148 institutional investors held State Street SPDR S&P International Dividend ETF (DWX) as of Q4 2021, up from 146 in Q3 2021.
  • Funds reported $274M of State Street SPDR S&P International Dividend ETF stock for Q4 2021, down 2.7% quarter-over-quarter.
  • 21 funds opened new State Street SPDR S&P International Dividend ETF positions in Q4 2021 and 17 closed out, a net change of +4 holders.
  • The largest State Street SPDR S&P International Dividend ETF buyer in Q4 2021 was Bank of America, an estimated $4.06M added.
  • The largest State Street SPDR S&P International Dividend ETF seller in Q4 2021 was Silver Lake Advisory, an estimated $4.78M sold.

Based on aggregated 13F filings for Q4 2021.