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State Street SPDR S&P Global Dividend ETF

48 hedge funds and large institutions have $137M invested in State Street SPDR S&P Global Dividend ETF in 2018 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

15% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 13

14% more funds holding

Funds holding: 4248 (+6)

12% more capital invested

Capital invested by funds: $122M → $137M (+$14.6M)

2.44% more ownership

Funds ownership: 63.67%66.11% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
48
Holders Change
+6
Holders Change %
+14.29%
% of All Funds
1.1%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
10
Increased
15
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
26
Sequent Asset Management
Texas
$468K -$21.1K -309 -4%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$406K -$33K -482 -7%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$402K -$67K -980 -14%
PAG
29
Private Advisor Group
New Jersey
$379K +$382K +5,584 New
AFG
30
Albion Financial Group
Utah
$343K
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$294K +$1.78K +26 +0.6%
CWS
32
Cypress Wealth Services
California
$270K -$14.7K -215 -5%
WDL
33
Well Done LLC
Michigan
$242K +$244K +3,567 New
Wells Fargo
34
Wells Fargo
California
$214K
MCM
35
Monument Capital Management
Virginia
$105K +$106K +1,550 New
WWMSC
36
Wagner Wealth Management (South Carolina)
South Carolina
$98K +$51.3K +750 +107%
SPIA
37
Steward Partners Investment Advisory
New York
$65K
AG
38
Advisor Group
Arizona
$28K -$127K -1,852 -82%
ML
39
McAdam LLC
Pennsylvania
$28K
IA
40
IFP Advisors
Florida
$27K
GWM
41
Geneos Wealth Management
Colorado
$21K +$21.2K +310 New
Citigroup
42
Citigroup
New York
$19K +$19.6K +287 New
HI
43
Hudock Inc
Pennsylvania
$12K -$10.2K -149 -44%
Fidelity Investments
44
Fidelity Investments
Massachusetts
$12K +$12.5K +183 New
TRCT
45
Tower Research Capital (TRC)
New York
$7K +$6.84K +100 New
WSTAM
46
Wilbanks Smith & Thomas Asset Management
Virginia
$3K +$3.22K +47 New
RWA
47
River Wealth Advisors
Pennsylvania
$1K
RJFSA
48
Raymond James Financial Services Advisors
Florida
-$1.26M -18,673 Closed
PP
49
Prudential plc
United Kingdom
-$222K -3,300 Closed
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
-$109K -1,621 Closed

WDIV Hedge Fund Activity: Q3 2018 in Review

48 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Dividend ETF (WDIV) for Q3 2018, worth a combined $137M — up 12% from $122M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new WDIV positions and 4 closed out — a net gain of 6 holders — while 15 added to existing stakes and 13 trimmed.

The largest buyer was Freestone Capital Holdings, opening a new position worth an estimated $3.97M. The largest seller was Bank of America, cutting an estimated $1.34M.

  • 48 institutional investors held State Street SPDR S&P Global Dividend ETF (WDIV) as of Q3 2018, up from 42 in Q2 2018.
  • Funds reported $137M of State Street SPDR S&P Global Dividend ETF stock for Q3 2018, up 12% quarter-over-quarter.
  • 10 funds opened new State Street SPDR S&P Global Dividend ETF positions in Q3 2018 and 4 closed out, a net change of +6 holders.
  • The largest State Street SPDR S&P Global Dividend ETF buyer in Q3 2018 was Freestone Capital Holdings, an estimated $3.97M added.
  • The largest State Street SPDR S&P Global Dividend ETF seller in Q3 2018 was Bank of America, an estimated $1.34M sold.

Based on aggregated 13F filings for Q3 2018.