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State Street SPDR S&P International Dividend ETF

134 hedge funds and large institutions have $199M invested in State Street SPDR S&P International Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

5% more ownership

Funds ownership: 47.22%52.22% (+5%)

3% more funds holding

Funds holding: 130134 (+4)

0% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 39

5% less capital invested

Capital invested by funds: $208M → $199M (-$9.45M)

Holders
134
Holders Change
+4
Holders Change %
+3.08%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
39
Reduced
39
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$31.9M -$1.02M -27,827 -3%
Bank of America
2
Bank of America
North Carolina
$26.3M -$1.07M -29,436 -4%
CRFG
3
Columbia River Financial Group
Washington
$9.94M +$10.4M +284,363 New
UBS Group
4
UBS Group
Switzerland
$9.42M -$3.19M -87,379 -24%
Wells Fargo
5
Wells Fargo
California
$9.13M -$168K -4,597 -2%
EWM
6
Empirical Wealth Management
Washington
$7.79M +$139K +3,794 +2%
AssetMark Inc
7
AssetMark Inc
California
$7.05M +$66.4K +1,818 +0.9%
BAAM
8
Baker Avenue Asset Management
California
$6.58M +$3.96M +108,432 +136%
LPL Financial
9
LPL Financial
California
$6.48M -$377K -10,334 -5%
ACG
10
Allen Capital Group
Nebraska
$5.17M -$73.7K -2,019 -1%
Jane Street
11
Jane Street
New York
$4.71M +$1.32M +36,168 +37%
Stifel Financial
12
Stifel Financial
Missouri
$4.46M -$184K -5,028 -4%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$3.74M +$2.17M +59,519 +125%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$3.74M -$566K -15,516 -13%
CWP
15
Concord Wealth Partners
Virginia
$3.23M -$26.9K -737 -0.8%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$3.09M -$270K -7,400 -8%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$3.07M +$33.9K +928 +1%
CAMV
18
Concord Asset Management (Virginia)
Virginia
$2.9M +$115K +3,159 +4%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$2.8M +$2.05M +56,247 +237%
Citadel Advisors
20
Citadel Advisors
Florida
$2.43M +$2.03M +55,517 +395%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$2.31M +$71.3K +1,953 +3%
MML Investors Services
22
MML Investors Services
Massachusetts
$2.23M +$552K +15,125 +31%
KC
23
Kades & Cheifetz
Pennsylvania
$2.06M -$361K -9,895 -14%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.98M -$23.5K -645 -1%
Osaic Holdings
25
Osaic Holdings
Arizona
$1.8M -$3.72K -102 -0.2%

DWX Hedge Fund Activity: Q4 2024 in Review

134 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P International Dividend ETF (DWX) for Q4 2024, worth a combined $199M — down 4.5% from $208M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new DWX positions and 12 closed out — a net gain of 6 holders — while 39 added to existing stakes and 39 trimmed.

The largest buyer was Baker Avenue Asset Management, adding an estimated $3.96M. The largest seller was Merriman Wealth Management, exiting entirely with an estimated $4.13M sold.

  • 134 institutional investors held State Street SPDR S&P International Dividend ETF (DWX) as of Q4 2024, up from 130 in Q3 2024.
  • Funds reported $199M of State Street SPDR S&P International Dividend ETF stock for Q4 2024, down 4.5% quarter-over-quarter.
  • 18 funds opened new State Street SPDR S&P International Dividend ETF positions in Q4 2024 and 12 closed out, a net change of +6 holders.
  • The largest State Street SPDR S&P International Dividend ETF buyer in Q4 2024 was Baker Avenue Asset Management, an estimated $3.96M added.
  • The largest State Street SPDR S&P International Dividend ETF seller in Q4 2024 was Merriman Wealth Management, an estimated $4.13M sold.

Based on aggregated 13F filings for Q4 2024.