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State Street SPDR S&P Global Dividend ETF

50 hedge funds and large institutions have $128M invested in State Street SPDR S&P Global Dividend ETF in 2018 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

4% more funds holding

Funds holding: 4850 (+2)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

6.29% less ownership

Funds ownership: 66.11%59.81% (-6.3%)

7% less capital invested

Capital invested by funds: $137M → $128M (-$9M)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
50
Holders Change
+2
Holders Change %
+4.17%
% of All Funds
1.11%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
11
Increased
14
Reduced
15
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$488K +$123K +1,893 +32%
SAM
27
Sequent Asset Management
Texas
$427K
Prudential Financial
28
Prudential Financial
New Jersey
$416K +$439K +6,737 New
PAG
29
Private Advisor Group
New Jersey
$338K -$8.59K -132 -2%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$330K -$38.9K -598 -10%
AFG
31
Albion Financial Group
Utah
$314K
MML Investors Services
32
MML Investors Services
Massachusetts
$278K +$292K +4,478 New
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$270K +$1.63K +25 +0.6%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$268K +$282K +4,327 New
CWS
35
Cypress Wealth Services
California
$247K
GWMIA
36
Global Wealth Management Investment Advisory
Florida
$173K +$181K +2,783 New
AWM
37
Arbor Wealth Management
Florida
$141K +$149K +2,282 New
ASN
38
Advisory Services Network
Georgia
$115K +$120K +1,850 New
CIAS
39
Capital Investment Advisory Services
North Carolina
$65K +$68.4K +1,050 New
AIC
40
Ameritas Investment Company
Nebraska
$56K +$58.7K +901 New
Wells Fargo
41
Wells Fargo
California
$40K -$163K -2,500 -79%
AG
42
Advisor Group
Arizona
$27K +$1.89K +29 +7%
Citigroup
43
Citigroup
New York
$27K +$9.96K +153 +53%
IA
44
IFP Advisors
Florida
$25K
GWM
45
Geneos Wealth Management
Colorado
$19K
Fidelity Investments
46
Fidelity Investments
Massachusetts
$11K
HI
47
Hudock Inc
Pennsylvania
$11K
W
48
WealthOne
New York
$3K +$3.52K +54 New
RWA
49
River Wealth Advisors
Pennsylvania
$1K
Jane Street
50
Jane Street
New York
-$1.51M -22,232 Closed

WDIV Hedge Fund Activity: Q4 2018 in Review

50 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Dividend ETF (WDIV) for Q4 2018, worth a combined $128M — down 6.6% from $137M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new WDIV positions and 8 closed out — a net gain of 3 holders — while 14 added to existing stakes and 15 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $39M. The largest seller was AE Wealth Management, cutting an estimated $31.7M.

  • 50 institutional investors held State Street SPDR S&P Global Dividend ETF (WDIV) as of Q4 2018, up from 48 in Q3 2018.
  • Funds reported $128M of State Street SPDR S&P Global Dividend ETF stock for Q4 2018, down 6.6% quarter-over-quarter.
  • 11 funds opened new State Street SPDR S&P Global Dividend ETF positions in Q4 2018 and 8 closed out, a net change of +3 holders.
  • The largest State Street SPDR S&P Global Dividend ETF buyer in Q4 2018 was JP Morgan Chase, an estimated $39M added.
  • The largest State Street SPDR S&P Global Dividend ETF seller in Q4 2018 was AE Wealth Management, an estimated $31.7M sold.

Based on aggregated 13F filings for Q4 2018.