We are live on ! Find out more
WDIV icon

State Street SPDR S&P Global Dividend ETF

57 hedge funds and large institutions have $152M invested in State Street SPDR S&P Global Dividend ETF in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

17% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 18

10% more funds holding

Funds holding: 5257 (+5)

0.64% more ownership

Funds ownership: 69.46%70.1% (+0.64%)

13% less capital invested

Capital invested by funds: $175M → $152M (-$22.7M)

Holders
57
Holders Change
+5
Holders Change %
+9.62%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
21
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
26
Ahrens Investment Partners
Louisiana
$550K -$76.2K -1,150 -12%
RJA
27
Raymond James & Associates
Florida
$529K -$2.39K -36 -0.5%
JP Morgan Chase
28
JP Morgan Chase
New York
$513K -$4.04K -61 -0.8%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$491K +$483K +7,278 New
MML Investors Services
30
MML Investors Services
Massachusetts
$484K +$1.33K +20 +0.3%
SAM
31
Sequent Asset Management
Texas
$465K
BTS
32
BB&T Securities
Virginia
$444K +$436K +6,572 New
Prudential Financial
33
Prudential Financial
New Jersey
$421K +$107K +1,618 +35%
PAG
34
Private Advisor Group
New Jersey
$312K -$53.6K -808 -15%
PNC Financial Services Group
35
PNC Financial Services Group
Pennsylvania
$270K +$133 +2 +0%
AFG
36
Albion Financial Group
Utah
$254K -$86.2K -1,300 -26%
CWS
37
Cypress Wealth Services
California
$252K -$15.9K -240 -6%
HA
38
Harborview Advisors
Maine
$209K +$206K +3,102 New
GWMIA
39
Global Wealth Management Investment Advisory
Florida
$149K -$9.35K -141 -6%
AG
40
Advisor Group
Arizona
$143K +$80.5K +1,214 +134%
AP
41
Advisors Preferred
Maryland
$121K +$119K +1,799 New
FAAS
42
First Allied Advisory Services
California
$90K +$88K +1,328 New
CIAS
43
Capital Investment Advisory Services
North Carolina
$71K
AIC
44
Ameritas Investment Company
Nebraska
$61K +$59.7K +901 New
Wells Fargo
45
Wells Fargo
California
$57K +$13.2K +199 +31%
AIP
46
Ameritas Investment Partners
Nebraska
$54K
OIA
47
Optimum Investment Advisors
Illinois
$51K
FCH
48
Freestone Capital Holdings
Washington
$42.2K +$21.6M +326,356 +109%
MWP
49
MYCIO Wealth Partners
Pennsylvania
$29K +$28.8K +434 New
WCG
50
Weaver Consulting Group
California
$27K

WDIV Hedge Fund Activity: Q3 2019 in Review

57 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Dividend ETF (WDIV) for Q3 2019, worth a combined $152M — down 13% from $175M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new WDIV positions and 4 closed out — a net gain of 5 holders — while 21 added to existing stakes and 18 trimmed.

The largest buyer was Freestone Capital Holdings, adding an estimated $21.6M. The largest seller was Ameriprise, cutting an estimated $17.1M.

  • 57 institutional investors held State Street SPDR S&P Global Dividend ETF (WDIV) as of Q3 2019, up from 52 in Q2 2019.
  • Funds reported $152M of State Street SPDR S&P Global Dividend ETF stock for Q3 2019, down 13% quarter-over-quarter.
  • 9 funds opened new State Street SPDR S&P Global Dividend ETF positions in Q3 2019 and 4 closed out, a net change of +5 holders.
  • The largest State Street SPDR S&P Global Dividend ETF buyer in Q3 2019 was Freestone Capital Holdings, an estimated $21.6M added.
  • The largest State Street SPDR S&P Global Dividend ETF seller in Q3 2019 was Ameriprise, an estimated $17.1M sold.

Based on aggregated 13F filings for Q3 2019.