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State Street SPDR S&P Global Dividend ETF

61 hedge funds and large institutions have $142M invested in State Street SPDR S&P Global Dividend ETF in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 16 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more capital invested

Capital invested by funds: $112M → $142M (+$30.6M)

11.55% more ownership

Funds ownership: 38.86%50.41% (+12%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less funds holding

Funds holding: 6361 (-2)

24% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 21

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
61
Holders Change
-2
Holders Change %
-3.17%
% of All Funds
0.96%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
2
Increased
16
Reduced
21
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$432K -$127K -1,884 -23%
Citadel Advisors
27
Citadel Advisors
Florida
$384K -$2.86M -42,530 -88%
UCFA
28
United Capital Financial Advisors
Texas
$351K -$49.3K -734 -12%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$327K -$26.5K -395 -8%
BWL
30
Bogart Wealth LLC
Virginia
$320K
AFO
31
Allie Family Office
Florida
$300K
HSBC Holdings
32
HSBC Holdings
United Kingdom
$290K
LAM
33
LifePro Asset Management
California
$286K -$4.17K -62 -1%
SAM
34
Sequent Asset Management
Texas
$276K
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$271K -$32.8K -489 -11%
RG
36
Retirement Group
California
$271K +$21.5K +320 +9%
APP
37
Avantax Planning Partners
Iowa
$269K
IWC
38
Integrated Wealth Concepts
Massachusetts
$264K -$5.44K -81 -2%
RJA
39
Raymond James & Associates
Florida
$244K +$243K +3,616 New
BFC
40
Bedel Financial Consulting
Indiana
$121K
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$95K
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$95K +$269 +4 +0.3%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$88K -$9K -134 -9%
PA
44
PSI Advisors
Florida
$76K +$20.2K +300 +36%
Fidelity Investments
45
Fidelity Investments
Massachusetts
$57K -$1.01K -15 -2%
GWSG
46
GPS Wealth Strategies Group
Colorado
$40K
AWM
47
Accel Wealth Management
Iowa
$31K
GWMIA
48
Global Wealth Management Investment Advisory
Florida
$27K -$27.7K -413 -51%
LAS
49
Lloyd Advisory Services
Georgia
$25K -$1.81K -27 -7%
FDCDDQ
50
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.2K

WDIV Hedge Fund Activity: Q1 2022 in Review

61 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Dividend ETF (WDIV) for Q1 2022, worth a combined $142M — up 27% from $112M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of WDIV and 2 opened new positions — a net loss of 2 holders — while 21 trimmed existing stakes and 16 added.

The largest buyer was LPL Financial, adding an estimated $18.8M. The largest seller was Morgan Stanley, cutting an estimated $4.59M.

  • 61 institutional investors held State Street SPDR S&P Global Dividend ETF (WDIV) as of Q1 2022, down from 63 in Q4 2021.
  • Funds reported $142M of State Street SPDR S&P Global Dividend ETF stock for Q1 2022, up 27% quarter-over-quarter.
  • 2 funds opened new State Street SPDR S&P Global Dividend ETF positions in Q1 2022 and 4 closed out, a net change of -2 holders.
  • The largest State Street SPDR S&P Global Dividend ETF buyer in Q1 2022 was LPL Financial, an estimated $18.8M added.
  • The largest State Street SPDR S&P Global Dividend ETF seller in Q1 2022 was Morgan Stanley, an estimated $4.59M sold.

Based on aggregated 13F filings for Q1 2022.