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State Street SPDR S&P Global Dividend ETF

59 hedge funds and large institutions have $118M invested in State Street SPDR S&P Global Dividend ETF in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

35% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 17

9% more funds holding

Funds holding: 5459 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $121M → $118M (-$2.9M)

10.31% less ownership

Funds ownership: 62.05%51.75% (-10%)

Holders
59
Holders Change
+5
Holders Change %
+9.26%
% of All Funds
1.04%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
9
Increased
23
Reduced
17
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$360K -$204K -3,198 -37%
HA
27
Harborview Advisors
Maine
$357K +$16.7K +262 +5%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$336K +$52.5K +823 +19%
Osaic Holdings
29
Osaic Holdings
Arizona
$312K +$50.5K +792 +20%
PAG
30
Private Advisor Group
New Jersey
$292K +$45.1K +707 +19%
SAM
31
Sequent Asset Management
Texas
$283K -$156K -2,450 -36%
FHA
32
Flagship Harbor Advisors
Massachusetts
$220K -$1.51M -23,623 -88%
APP
33
Avantax Planning Partners
Iowa
$215K +$208K +3,253 New
UBS Group
34
UBS Group
Switzerland
$185K +$3.44K +54 +2%
RG
35
Retirement Group
California
$185K +$12.8K +201 +8%
AP
36
Advisors Preferred
Maryland
$165K +$4.34K +68 +3%
BFC
37
Bedel Financial Consulting
Indiana
$165K +$159K +2,500 New
BAM
38
Belpointe Asset Management
Nevada
$146K +$4.27K +67 +3%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$117K -$74.4K -1,167 -40%
GWMIA
40
Global Wealth Management Investment Advisory
Florida
$97K -$15.1K -236 -14%
BWL
41
Bogart Wealth LLC
Virginia
$87K +$83.7K +1,312 New
CIAS
42
Capital Investment Advisory Services
North Carolina
$83K
FI
43
FormulaFolio Investments
Michigan
$75K +$68.9K +1,080 New
DA
44
DCM Advisors
New York
$66K
WWMSC
45
Wagner Wealth Management (South Carolina)
South Carolina
$63K +$60.6K +950 New
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$58K -$50.5K -791 -47%
Jones Financial Companies
47
Jones Financial Companies
Missouri
$48K +$46.3K +725 New
GWSG
48
GPS Wealth Strategies Group
Colorado
$38K +$37.4K +587 New
OIA
49
Optimum Investment Advisors
Illinois
$36K
LAS
50
Lloyd Advisory Services
Georgia
$29K -$7.85K -123 -22%

WDIV Hedge Fund Activity: Q1 2021 in Review

59 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Dividend ETF (WDIV) for Q1 2021, worth a combined $118M — down 2.4% from $121M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new WDIV positions and 3 closed out — a net gain of 6 holders — while 23 added to existing stakes and 17 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $10.3M. The largest seller was Simplicity Solutions, exiting entirely with an estimated $17.3M sold.

  • 59 institutional investors held State Street SPDR S&P Global Dividend ETF (WDIV) as of Q1 2021, up from 54 in Q4 2020.
  • Funds reported $118M of State Street SPDR S&P Global Dividend ETF stock for Q1 2021, down 2.4% quarter-over-quarter.
  • 9 funds opened new State Street SPDR S&P Global Dividend ETF positions in Q1 2021 and 3 closed out, a net change of +6 holders.
  • The largest State Street SPDR S&P Global Dividend ETF buyer in Q1 2021 was Morgan Stanley, an estimated $10.3M added.
  • The largest State Street SPDR S&P Global Dividend ETF seller in Q1 2021 was Simplicity Solutions, an estimated $17.3M sold.

Based on aggregated 13F filings for Q1 2021.