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State Street SPDR S&P Global Dividend ETF

50 hedge funds and large institutions have $147M invested in State Street SPDR S&P Global Dividend ETF in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more capital invested

Capital invested by funds: $98.2M → $147M (+$48.6M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.22% less ownership

Funds ownership: 72.23%69.01% (-3.2%)

7% less funds holding

Funds holding: 5450 (-4)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

48% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 23

Holders
50
Holders Change
-4
Holders Change %
-7.41%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
12
Reduced
23
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$431K +$7.76K +142 +2%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$368K -$2.2M -40,195 -85%
SAM
28
Sequent Asset Management
Texas
$357K -$9.13K -167 -2%
HA
29
Harborview Advisors
Maine
$248K +$255K +4,662 New
RJFSA
30
Raymond James Financial Services Advisors
Florida
$216K -$98.2K -1,797 -31%
Goldman Sachs
31
Goldman Sachs
New York
$216K +$222K +4,064 New
RJA
32
Raymond James & Associates
Florida
$214K -$113K -2,061 -34%
PAG
33
Private Advisor Group
New Jersey
$200K -$1.42K -26 -0.7%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$178K -$27K -493 -13%
UBS Group
35
UBS Group
Switzerland
$162K -$256K -4,682 -61%
RG
36
Retirement Group
California
$144K -$5.08K -93 -3%
Osaic Holdings
37
Osaic Holdings
Arizona
$110K -$6.34K -116 -5%
GWMIA
38
Global Wealth Management Investment Advisory
Florida
$91K -$22.5K -411 -19%
CIAS
39
Capital Investment Advisory Services
North Carolina
$53K
LAS
40
Lloyd Advisory Services
Georgia
$52K +$437 +8 +0.8%
OIA
41
Optimum Investment Advisors
Illinois
$40K
EP
42
Eudaimonia Partners
Tennessee
$21K
ACA
43
Aptus Capital Advisors
Alabama
$8K
ASN
44
Advisory Services Network
Georgia
$8K +$8.2K +150 New
WCG
45
Weaver Consulting Group
California
$5K
JCM
46
Jacobi Capital Management
Pennsylvania
$3K
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$1K
SFS
48
Sowell Financial Services
Arkansas
$1K
IF
49
Intrua Financial
Texas
-$324K -5,709 Closed
CAN
50
Claraphi Advisory Network
United States
-$272K -5,169 Closed

WDIV Hedge Fund Activity: Q3 2020 in Review

50 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Dividend ETF (WDIV) for Q3 2020, worth a combined $147M — up 50% from $98.2M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of WDIV and 5 opened new positions — a net loss of 4 holders — while 23 trimmed existing stakes and 12 added.

The largest buyer was Jane Street, adding an estimated $9.53M. The largest seller was Freestone Capital Holdings, cutting an estimated $18.2M.

  • 50 institutional investors held State Street SPDR S&P Global Dividend ETF (WDIV) as of Q3 2020, down from 54 in Q2 2020.
  • Funds reported $147M of State Street SPDR S&P Global Dividend ETF stock for Q3 2020, up 50% quarter-over-quarter.
  • 5 funds opened new State Street SPDR S&P Global Dividend ETF positions in Q3 2020 and 9 closed out, a net change of -4 holders.
  • The largest State Street SPDR S&P Global Dividend ETF buyer in Q3 2020 was Jane Street, an estimated $9.53M added.
  • The largest State Street SPDR S&P Global Dividend ETF seller in Q3 2020 was Freestone Capital Holdings, an estimated $18.2M sold.

Based on aggregated 13F filings for Q3 2020.