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State Street SPDR S&P Global Dividend ETF

42 hedge funds and large institutions have $122M invested in State Street SPDR S&P Global Dividend ETF in 2018 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 10

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

11% more capital invested

Capital invested by funds: $110M → $122M (+$12.5M)

3.37% more ownership

Funds ownership: 60.3%63.67% (+3.4%)

2% more funds holding

Funds holding: 4142 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
42
Holders Change
+1
Holders Change %
+2.44%
% of All Funds
0.96%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
5
Increased
19
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$465K -$126K -1,827 -21%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$436K +$37.6K +547 +9%
AFG
28
Albion Financial Group
Utah
$341K
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$290K +$19.9K +290 +7%
CWS
30
Cypress Wealth Services
California
$283K
PP
31
Prudential plc
United Kingdom
$222K +$227K +3,300 New
Wells Fargo
32
Wells Fargo
California
$212K
AG
33
Advisor Group
Arizona
$152K -$756 -11 -0.5%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$109K +$275 +4 +0.2%
SPIA
35
Steward Partners Investment Advisory
New York
$64K +$65.4K +951 New
WWMSC
36
Wagner Wealth Management (South Carolina)
South Carolina
$47K +$34.4K +500 +250%
ML
37
McAdam LLC
Pennsylvania
$28K
IA
38
IFP Advisors
Florida
$27K
HI
39
Hudock Inc
Pennsylvania
$22K +$275 +4 +1%
SEI Investments
40
SEI Investments
Pennsylvania
$6K
RWA
41
River Wealth Advisors
Pennsylvania
$1K +$619 +9 New
Jane Street
42
Jane Street
New York
-$1.9M -27,602 Closed
OMC
43
Old Mission Capital
Illinois
-$269K -3,906 Closed
IWM
44
IHT Wealth Management
Illinois
-$60K -891 Closed
GWM
45
Geneos Wealth Management
Colorado
-$21K -310 Closed

WDIV Hedge Fund Activity: Q2 2018 in Review

42 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Dividend ETF (WDIV) for Q2 2018, worth a combined $122M — up 11% from $110M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new WDIV positions and 4 closed out — a net gain of 1 holder — while 19 added to existing stakes and 10 trimmed.

The largest buyer was State Street, opening a new position worth an estimated $6.83M. The largest seller was JP Morgan Chase, cutting an estimated $2.09M.

  • 42 institutional investors held State Street SPDR S&P Global Dividend ETF (WDIV) as of Q2 2018, up from 41 in Q1 2018.
  • Funds reported $122M of State Street SPDR S&P Global Dividend ETF stock for Q2 2018, up 11% quarter-over-quarter.
  • 5 funds opened new State Street SPDR S&P Global Dividend ETF positions in Q2 2018 and 4 closed out, a net change of +1 holder.
  • The largest State Street SPDR S&P Global Dividend ETF buyer in Q2 2018 was State Street, an estimated $6.83M added.
  • The largest State Street SPDR S&P Global Dividend ETF seller in Q2 2018 was JP Morgan Chase, an estimated $2.09M sold.

Based on aggregated 13F filings for Q2 2018.