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State Street SPDR S&P Global Dividend ETF

61 hedge funds and large institutions have $111M invested in State Street SPDR S&P Global Dividend ETF in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 16

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

0% more funds holding

Funds holding: 6161 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6.46% less ownership

Funds ownership: 50.41%43.95% (-6.5%)

22% less capital invested

Capital invested by funds: $142M → $111M (-$30.9M)

Holders
61
Holders Change
Holders Change %
0%
% of All Funds
1.03%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
21
Reduced
16
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFEC
26
Benjamin F. Edwards & Company
Missouri
$411K +$7.82K +120 +2%
Truist Financial
27
Truist Financial
North Carolina
$385K -$11.7K -179 -3%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$324K +$25.9K +398 +8%
UCFA
29
United Capital Financial Advisors
Texas
$322K +$65 +1 +0%
RG
30
Retirement Group
California
$294K +$48.7K +747 +19%
BWL
31
Bogart Wealth LLC
Virginia
$293K
AFO
32
Allie Family Office
Florida
$275K
HSBC Holdings
33
HSBC Holdings
United Kingdom
$265K
LAM
34
LifePro Asset Management
California
$261K -$847 -13 -0.3%
SAM
35
Sequent Asset Management
Texas
$253K
APP
36
Avantax Planning Partners
Iowa
$246K
RJA
37
Raymond James & Associates
Florida
$234K +$11.5K +176 +5%
IWC
38
Integrated Wealth Concepts
Massachusetts
$218K -$24.6K -377 -10%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$100K +$13.6K +208 +15%
Citigroup
40
Citigroup
New York
$91K +$77.7K +1,193 +432%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$87K +$912 +14 +1%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$60K +$7.69K +118 +14%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$57K -$24K -369 -28%
PA
44
PSI Advisors
Florida
$46K -$24.4K -375 -33%
GWSG
45
GPS Wealth Strategies Group
Colorado
$36K
WWMSC
46
Wagner Wealth Management (South Carolina)
South Carolina
$32K +$33.8K +519 New
AWM
47
Accel Wealth Management
Iowa
$27K
DAC
48
Dividend Assets Capital
South Carolina
$19K
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$19K +$391 +6 +2%
FDCDDQ
50
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.5K

WDIV Hedge Fund Activity: Q2 2022 in Review

61 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Dividend ETF (WDIV) for Q2 2022, worth a combined $111M — down 22% from $142M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new WDIV positions and 7 closed out — a net gain of 1 holder — while 21 added to existing stakes and 16 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $2.64M. The largest seller was Jane Street, exiting entirely with an estimated $22.9M sold.

  • 61 institutional investors held State Street SPDR S&P Global Dividend ETF (WDIV) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $111M of State Street SPDR S&P Global Dividend ETF stock for Q2 2022, down 22% quarter-over-quarter.
  • 8 funds opened new State Street SPDR S&P Global Dividend ETF positions in Q2 2022 and 7 closed out, a net change of +1 holder.
  • The largest State Street SPDR S&P Global Dividend ETF buyer in Q2 2022 was AE Wealth Management, an estimated $2.64M added.
  • The largest State Street SPDR S&P Global Dividend ETF seller in Q2 2022 was Jane Street, an estimated $22.9M sold.

Based on aggregated 13F filings for Q2 2022.