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State Street SPDR S&P Global Dividend ETF

64 hedge funds and large institutions have $146M invested in State Street SPDR S&P Global Dividend ETF in 2021 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

85% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 13

3% more funds holding

Funds holding: 6264 (+2)

0% less capital invested

Capital invested by funds: $147M → $146M (-$572K)

0.6% less ownership

Funds ownership: 45.87%45.27% (-0.6%)

Holders
64
Holders Change
+2
Holders Change %
+3.23%
% of All Funds
1.12%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
8
Increased
24
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HA
26
Harborview Advisors
Maine
$381K +$2.64K +39 +0.7%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$324K +$7.24K +107 +2%
BWL
28
Bogart Wealth LLC
Virginia
$313K +$24.9K +368 +8%
IWC
29
Integrated Wealth Concepts
Massachusetts
$310K -$122K -1,797 -28%
AFG
30
Albion Financial Group
Utah
$307K
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$291K +$16.4K +242 +6%
HSBC Holdings
32
HSBC Holdings
United Kingdom
$284K
LAM
33
LifePro Asset Management
California
$279K +$286K +4,225 New
SAM
34
Sequent Asset Management
Texas
$270K
BFEC
35
Benjamin F. Edwards & Company
Missouri
$267K +$274K +4,050 New
APP
36
Avantax Planning Partners
Iowa
$263K +$49.9K +737 +23%
UBS Group
37
UBS Group
Switzerland
$229K -$5.48K -81 -2%
FHA
38
Flagship Harbor Advisors
Massachusetts
$227K
RG
39
Retirement Group
California
$217K +$15.8K +233 +8%
Citigroup
40
Citigroup
New York
$196K -$2.05M -30,241 -91%
DA
41
DCM Advisors
New York
$132K
BFC
42
Bedel Financial Consulting
Indiana
$119K
GWMIA
43
Global Wealth Management Investment Advisory
Florida
$93K -$271 -4 -0.3%
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$92K +$33.4K +493 +55%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$87K +$33.8K +500 +61%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$70K -$48.8K -721 -40%
WWMSC
47
Wagner Wealth Management (South Carolina)
South Carolina
$64K
PA
48
PSI Advisors
Florida
$54K +$55.8K +825 New
GWSG
49
GPS Wealth Strategies Group
Colorado
$39K
OIA
50
Optimum Investment Advisors
Illinois
$36K

WDIV Hedge Fund Activity: Q3 2021 in Review

64 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Dividend ETF (WDIV) for Q3 2021, worth a combined $146M — down 0.39% from $147M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new WDIV positions and 4 closed out — a net gain of 4 holders — while 24 added to existing stakes and 13 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.5M. The largest seller was Jane Street, cutting an estimated $2.49M.

  • 64 institutional investors held State Street SPDR S&P Global Dividend ETF (WDIV) as of Q3 2021, up from 62 in Q2 2021.
  • Funds reported $146M of State Street SPDR S&P Global Dividend ETF stock for Q3 2021, down 0.39% quarter-over-quarter.
  • 8 funds opened new State Street SPDR S&P Global Dividend ETF positions in Q3 2021 and 4 closed out, a net change of +4 holders.
  • The largest State Street SPDR S&P Global Dividend ETF buyer in Q3 2021 was Morgan Stanley, an estimated $3.5M added.
  • The largest State Street SPDR S&P Global Dividend ETF seller in Q3 2021 was Jane Street, an estimated $2.49M sold.

Based on aggregated 13F filings for Q3 2021.