We are live on ! Find out more
WDIV icon

State Street SPDR S&P Global Dividend ETF

60 hedge funds and large institutions have $166M invested in State Street SPDR S&P Global Dividend ETF in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

19% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 16

9% more capital invested

Capital invested by funds: $152M → $166M (+$14.3M)

5% more funds holding

Funds holding: 5760 (+3)

3.1% more ownership

Funds ownership: 70.1%73.2% (+3.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
60
Holders Change
+3
Holders Change %
+5.26%
% of All Funds
1.18%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
19
Reduced
16
Closed
8
Calls
$12K
Puts
Net Calls
+$12K
Net Calls Change
+$12K
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
26
Ahrens Investment Partners
Louisiana
$582K
MML Investors Services
27
MML Investors Services
Massachusetts
$547K +$33.1K +477 +7%
JP Morgan Chase
28
JP Morgan Chase
New York
$531K -$11.4K -164 -2%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$528K +$7.5K +108 +1%
SAM
30
Sequent Asset Management
Texas
$492K
PP
31
Prudential plc
United Kingdom
$449K -$140K -2,020 -24%
IWC
32
Integrated Wealth Concepts
Massachusetts
$341K +$332K +4,777 New
PAG
33
Private Advisor Group
New Jersey
$319K -$11.5K -166 -4%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$290K +$3.96K +57 +1%
FFG
35
Fortem Financial Group
California
$286K +$278K +4,000 New
AFG
36
Albion Financial Group
Utah
$269K
CWS
37
Cypress Wealth Services
California
$263K -$3.47K -50 -1%
HA
38
Harborview Advisors
Maine
$233K +$11.2K +161 +5%
AG
39
Advisor Group
Arizona
$232K +$78.9K +1,136 +54%
MCCP
40
Mission Creek Capital Partners
California
$209K +$203K +2,920 New
RG
41
Retirement Group
California
$172K +$167K +2,406 New
GWMIA
42
Global Wealth Management Investment Advisory
Florida
$154K -$3.75K -54 -2%
CT
43
Caldwell Trust
Florida
$154K +$149K +2,150 New
HIA
44
Harbor Investment Advisory
Maryland
$97K +$94.4K +1,359 New
CIAS
45
Capital Investment Advisory Services
North Carolina
$75K
FCH
46
Freestone Capital Holdings
Washington
$62.9K +$17.7M +255,130 +41%
Wells Fargo
47
Wells Fargo
California
$61K
AIP
48
Ameritas Investment Partners
Nebraska
$57K
OIA
49
Optimum Investment Advisors
Illinois
$54K
ASN
50
Advisory Services Network
Georgia
$31K +$19.4K +279 +186%

WDIV Hedge Fund Activity: Q4 2019 in Review

60 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Dividend ETF (WDIV) for Q4 2019, worth a combined $166M — up 9.4% from $152M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new WDIV positions and 8 closed out — a net gain of 5 holders — while 19 added to existing stakes and 16 trimmed.

The largest buyer was Freestone Capital Holdings, adding an estimated $17.7M. The largest seller was Jane Street, cutting an estimated $7.27M.

  • 60 institutional investors held State Street SPDR S&P Global Dividend ETF (WDIV) as of Q4 2019, up from 57 in Q3 2019.
  • Funds reported $166M of State Street SPDR S&P Global Dividend ETF stock for Q4 2019, up 9.4% quarter-over-quarter.
  • 13 funds opened new State Street SPDR S&P Global Dividend ETF positions in Q4 2019 and 8 closed out, a net change of +5 holders.
  • The largest State Street SPDR S&P Global Dividend ETF buyer in Q4 2019 was Freestone Capital Holdings, an estimated $17.7M added.
  • The largest State Street SPDR S&P Global Dividend ETF seller in Q4 2019 was Jane Street, an estimated $7.27M sold.

Based on aggregated 13F filings for Q4 2019.