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State Street SPDR S&P Global Dividend ETF

62 hedge funds and large institutions have $147M invested in State Street SPDR S&P Global Dividend ETF in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 16

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

24% more capital invested

Capital invested by funds: $118M → $147M (+$28.8M)

5% more funds holding

Funds holding: 5962 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5.87% less ownership

Funds ownership: 51.75%45.87% (-5.9%)

Holders
62
Holders Change
+3
Holders Change %
+5.08%
% of All Funds
1.08%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
24
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$414K +$94.5K +1,370 +29%
HA
27
Harborview Advisors
Maine
$390K +$23.2K +336 +6%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$327K -$18.6K -269 -5%
PAG
29
Private Advisor Group
New Jersey
$322K +$21.9K +318 +7%
AFG
30
Albion Financial Group
Utah
$317K +$322K +4,660 New
BWL
31
Bogart Wealth LLC
Virginia
$299K +$212K +3,074 +234%
HSBC Holdings
32
HSBC Holdings
United Kingdom
$293K +$297K +4,300 New
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$284K -$88.1K -1,277 -23%
SAM
34
Sequent Asset Management
Texas
$279K -$12.1K -175 -4%
UBS Group
35
UBS Group
Switzerland
$242K +$51.9K +752 +27%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$229K +$232K +3,368 New
FHA
37
Flagship Harbor Advisors
Massachusetts
$227K +$207 +3 +0.1%
T
38
TRUADVICE
Florida
$224K +$228K +3,311 New
APP
39
Avantax Planning Partners
Iowa
$221K
RG
40
Retirement Group
California
$208K +$17.4K +252 +9%
II
41
Inspire Investing
Idaho
$200K +$203K +2,941 New
DA
42
DCM Advisors
New York
$136K +$69K +1,000 +100%
BFC
43
Bedel Financial Consulting
Indiana
$123K -$48.3K -700 -28%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$121K +$621 +9 +0.5%
GWMIA
45
Global Wealth Management Investment Advisory
Florida
$97K -$2.69K -39 -3%
FI
46
FormulaFolio Investments
Michigan
$74K
JP Morgan Chase
47
JP Morgan Chase
New York
$66K -$419K -6,071 -86%
WWMSC
48
Wagner Wealth Management (South Carolina)
South Carolina
$65K
CAPTRUST Financial Advisors
49
CAPTRUST Financial Advisors
North Carolina
$61K +$1.45K +21 +2%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$55K +$56.6K +820 New

WDIV Hedge Fund Activity: Q2 2021 in Review

62 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Dividend ETF (WDIV) for Q2 2021, worth a combined $147M — up 24% from $118M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new WDIV positions and 9 closed out — a net gain of 3 holders — while 24 added to existing stakes and 16 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $18.2M. The largest seller was Freestone Capital Holdings, cutting an estimated $830K.

  • 62 institutional investors held State Street SPDR S&P Global Dividend ETF (WDIV) as of Q2 2021, up from 59 in Q1 2021.
  • Funds reported $147M of State Street SPDR S&P Global Dividend ETF stock for Q2 2021, up 24% quarter-over-quarter.
  • 12 funds opened new State Street SPDR S&P Global Dividend ETF positions in Q2 2021 and 9 closed out, a net change of +3 holders.
  • The largest State Street SPDR S&P Global Dividend ETF buyer in Q2 2021 was Morgan Stanley, an estimated $18.2M added.
  • The largest State Street SPDR S&P Global Dividend ETF seller in Q2 2021 was Freestone Capital Holdings, an estimated $830K sold.

Based on aggregated 13F filings for Q2 2021.