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State Street SPDR S&P Global Dividend ETF

52 hedge funds and large institutions have $175M invested in State Street SPDR S&P Global Dividend ETF in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

33% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 15

33% more capital invested

Capital invested by funds: $131M → $175M (+$43.5M)

16.01% more ownership

Funds ownership: 53.44%69.46% (+16%)

8% more funds holding

Funds holding: 4852 (+4)

Holders
52
Holders Change
+4
Holders Change %
+8.33%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
20
Reduced
15
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$531K +$16.7K +249 +3%
JP Morgan Chase
27
JP Morgan Chase
New York
$514K +$14.2K +212 +3%
MML Investors Services
28
MML Investors Services
Massachusetts
$483K +$40K +596 +9%
SAM
29
Sequent Asset Management
Texas
$465K
PAG
30
Private Advisor Group
New Jersey
$367K -$1.68K -25 -0.5%
PP
31
Prudential plc
United Kingdom
$344K +$343K +5,100 New
AFG
32
Albion Financial Group
Utah
$341K
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$318K -$60K -893 -16%
Prudential Financial
34
Prudential Financial
New Jersey
$313K -$137K -2,039 -31%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$270K -$3.02K -45 -1%
CWS
36
Cypress Wealth Services
California
$268K
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$211K
GWMIA
38
Global Wealth Management Investment Advisory
Florida
$159K -$1.07K -16 -0.7%
AWM
39
Arbor Wealth Management
Florida
$131K -$7.66K -114 -6%
ACA
40
Atlas Capital Advisors
Wyoming
$77.6K +$77.3K +1,150 New
CIAS
41
Capital Investment Advisory Services
North Carolina
$70K
AG
42
Advisor Group
Arizona
$61K -$4.5K -67 -7%
AIP
43
Ameritas Investment Partners
Nebraska
$53K +$53.8K +800 New
OIA
44
Optimum Investment Advisors
Illinois
$51K +$50.4K +750 New
Wells Fargo
45
Wells Fargo
California
$44K
Citigroup
46
Citigroup
New York
$30K
WCG
47
Weaver Consulting Group
California
$27K
FCH
48
Freestone Capital Holdings
Washington
$20.1K +$5.39M +80,230 +37%
GWM
49
Geneos Wealth Management
Colorado
$20K
Fidelity Investments
50
Fidelity Investments
Massachusetts
$18K +$17.9K +266 +26,600%

WDIV Hedge Fund Activity: Q2 2019 in Review

52 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Dividend ETF (WDIV) for Q2 2019, worth a combined $175M — up 33% from $131M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new WDIV positions and 2 closed out — a net gain of 4 holders — while 20 added to existing stakes and 15 trimmed.

The largest buyer was Ameriprise, adding an estimated $18.7M. The largest seller was BB&T Securities, exiting entirely with an estimated $4.99M sold.

  • 52 institutional investors held State Street SPDR S&P Global Dividend ETF (WDIV) as of Q2 2019, up from 48 in Q1 2019.
  • Funds reported $175M of State Street SPDR S&P Global Dividend ETF stock for Q2 2019, up 33% quarter-over-quarter.
  • 6 funds opened new State Street SPDR S&P Global Dividend ETF positions in Q2 2019 and 2 closed out, a net change of +4 holders.
  • The largest State Street SPDR S&P Global Dividend ETF buyer in Q2 2019 was Ameriprise, an estimated $18.7M added.
  • The largest State Street SPDR S&P Global Dividend ETF seller in Q2 2019 was BB&T Securities, an estimated $4.99M sold.

Based on aggregated 13F filings for Q2 2019.