We are live on ! Find out more
WDIV icon

State Street SPDR S&P Global Dividend ETF

54 hedge funds and large institutions have $98.2M invested in State Street SPDR S&P Global Dividend ETF in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.27% more ownership

Funds ownership: 69.96%72.23% (+2.3%)

0% more funds holding

Funds holding: 5454 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

4% less capital invested

Capital invested by funds: $102M → $98.2M (-$4.08M)

46% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 24

Holders
54
Holders Change
Holders Change %
0%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
13
Reduced
24
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IF
26
Intrua Financial
Texas
$324K +$294K +5,709 New
RJA
27
Raymond James & Associates
Florida
$321K -$94.5K -1,834 -23%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$309K
CAN
29
Claraphi Advisory Network
United States
$272K +$11.4K +221 +4%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$271K -$152K -2,958 -36%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$248K -$57.9K -1,124 -19%
GSWM
32
Golden State Wealth Management
California
$225K +$177K +3,444 +410%
FFG
33
Fortem Financial Group
California
$211K +$206K +4,000 New
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$202K -$11.2K -218 -5%
PAG
35
Private Advisor Group
New Jersey
$199K -$35K -679 -15%
RG
36
Retirement Group
California
$148K +$144K +2,801 New
Osaic Holdings
37
Osaic Holdings
Arizona
$115K -$16K -310 -12%
CT
38
Caldwell Trust
Florida
$113K
GWMIA
39
Global Wealth Management Investment Advisory
Florida
$112K -$1.24K -24 -1%
FCH
40
Freestone Capital Holdings
Washington
$64.8K +$3.8M +73,814 +6%
CIAS
41
Capital Investment Advisory Services
North Carolina
$53K -$2.58K -50 -5%
LAS
42
Lloyd Advisory Services
Georgia
$51K -$1.7K -33 -3%
OIA
43
Optimum Investment Advisors
Illinois
$40K
Wells Fargo
44
Wells Fargo
California
$26K -$14.9K -289 -37%
EP
45
Eudaimonia Partners
Tennessee
$21K +$20.7K +401 New
CFD
46
Creative Financial Designs
Indiana
$18K
ACA
47
Aptus Capital Advisors
Alabama
$8K
WCG
48
Weaver Consulting Group
California
$5K
JCM
49
Jacobi Capital Management
Pennsylvania
$3K
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$2K -$21.1K -410 -93%

WDIV Hedge Fund Activity: Q2 2020 in Review

54 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Dividend ETF (WDIV) for Q2 2020, worth a combined $98.2M — down 4% from $102M a quarter earlier.

Fund positioning in WDIV was balanced in Q2 2020: 6 funds opened new positions, 6 closed out, 13 added to existing stakes and 24 trimmed.

The largest buyer was Freestone Capital Holdings, adding an estimated $3.8M. The largest seller was Jane Street, cutting an estimated $6M.

  • 54 institutional investors held State Street SPDR S&P Global Dividend ETF (WDIV) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $98.2M of State Street SPDR S&P Global Dividend ETF stock for Q2 2020, down 4% quarter-over-quarter.
  • 6 funds opened new State Street SPDR S&P Global Dividend ETF positions in Q2 2020 and 6 closed out, a net change of 0 holders.
  • The largest State Street SPDR S&P Global Dividend ETF buyer in Q2 2020 was Freestone Capital Holdings, an estimated $3.8M added.
  • The largest State Street SPDR S&P Global Dividend ETF seller in Q2 2020 was Jane Street, an estimated $6M sold.

Based on aggregated 13F filings for Q2 2020.