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State Street SPDR S&P Global Dividend ETF

63 hedge funds and large institutions have $112M invested in State Street SPDR S&P Global Dividend ETF in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 15

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less funds holding

Funds holding: 6463 (-1)

6.41% less ownership

Funds ownership: 45.27%38.86% (-6.4%)

24% less capital invested

Capital invested by funds: $146M → $112M (-$34.7M)

Holders
63
Holders Change
-1
Holders Change %
-1.56%
% of All Funds
0.97%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
20
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
26
United Capital Financial Advisors
Texas
$394K -$13.3K -200 -3%
NA
27
NewEdge Advisors
Louisiana
$356K +$358K +5,367 New
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$348K +$22.5K +338 +7%
BFEC
29
Benjamin F. Edwards & Company
Missouri
$336K +$67.7K +1,015 +25%
BWL
30
Bogart Wealth LLC
Virginia
$315K
AFG
31
Albion Financial Group
Utah
$309K
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$299K +$7K +105 +2%
AFO
33
Allie Family Office
Florida
$295K +$297K +4,455 New
HSBC Holdings
34
HSBC Holdings
United Kingdom
$285K
LAM
35
LifePro Asset Management
California
$285K +$5.2K +78 +2%
SAM
36
Sequent Asset Management
Texas
$272K
IWC
37
Integrated Wealth Concepts
Massachusetts
$265K -$47.4K -711 -15%
APP
38
Avantax Planning Partners
Iowa
$264K
RG
39
Retirement Group
California
$245K +$27.5K +412 +13%
UBS Group
40
UBS Group
Switzerland
$240K +$10.5K +158 +5%
BFC
41
Bedel Financial Consulting
Indiana
$119K
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$95K +$24.7K +371 +35%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$94K +$6.67K +100 +8%
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$93K +$667 +10 +0.7%
WWMSC
45
Wagner Wealth Management (South Carolina)
South Carolina
$63K
Fidelity Investments
46
Fidelity Investments
Massachusetts
$57K +$55.2K +828 +2,070%
PA
47
PSI Advisors
Florida
$55K
GWMIA
48
Global Wealth Management Investment Advisory
Florida
$54K -$40.4K -606 -43%
GWSG
49
GPS Wealth Strategies Group
Colorado
$39K
AWM
50
Accel Wealth Management
Iowa
$30K

WDIV Hedge Fund Activity: Q4 2021 in Review

63 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Dividend ETF (WDIV) for Q4 2021, worth a combined $112M — down 24% from $146M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new WDIV positions and 7 closed out — a net gain of 1 holder — while 20 added to existing stakes and 15 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $5.09M. The largest seller was Morgan Stanley, cutting an estimated $42.9M.

  • 63 institutional investors held State Street SPDR S&P Global Dividend ETF (WDIV) as of Q4 2021, down from 64 in Q3 2021.
  • Funds reported $112M of State Street SPDR S&P Global Dividend ETF stock for Q4 2021, down 24% quarter-over-quarter.
  • 8 funds opened new State Street SPDR S&P Global Dividend ETF positions in Q4 2021 and 7 closed out, a net change of +1 holder.
  • The largest State Street SPDR S&P Global Dividend ETF buyer in Q4 2021 was Old Mission Capital, an estimated $5.09M added.
  • The largest State Street SPDR S&P Global Dividend ETF seller in Q4 2021 was Morgan Stanley, an estimated $42.9M sold.

Based on aggregated 13F filings for Q4 2021.