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State Street SPDR S&P Global Dividend ETF

68 hedge funds and large institutions have $94.1M invested in State Street SPDR S&P Global Dividend ETF in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

31% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 16

19% more funds holding

Funds holding: 5768 (+11)

0% less capital invested

Capital invested by funds: $94.2M → $94.1M (-$153K)

4.22% less ownership

Funds ownership: 43.29%39.07% (-4.2%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
68
Holders Change
+11
Holders Change %
+19.3%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
21
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$462K +$28K +492 +7%
FHA
27
Flagship Harbor Advisors
Massachusetts
$449K +$436K +7,657 New
Truist Financial
28
Truist Financial
North Carolina
$396K -$19.4K -341 -5%
Prudential Financial
29
Prudential Financial
New Jersey
$389K +$3.07K +54 +0.8%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$350K +$58.7K +1,031 +21%
OMC
31
Old Mission Capital
Illinois
$340K -$61.3K -1,078 -16%
SW
32
Simplicity Wealth
New Jersey
$326K +$316K +5,559 New
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$288K +$41.2K +724 +17%
Citigroup
34
Citigroup
New York
$274K +$135K +2,377 +104%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$262K +$254K +4,456 New
AFO
36
Allie Family Office
Florida
$261K
WA
37
Waverly Advisors
Alabama
$254K +$247K +4,335 New
CAPTRUST Financial Advisors
38
CAPTRUST Financial Advisors
North Carolina
$244K +$237K +4,166 New
LAM
39
LifePro Asset Management
California
$239K -$4.72K -83 -2%
FIA
40
Foundations Investment Advisors
Arizona
$234K +$227K +3,986 New
Mariner
41
Mariner
Kansas
$221K +$214K +3,764 New
KW
42
KWB Wealth
California
$220K +$214K +3,753 New
FFA
43
Farther Finance Advisors
California
$211K +$204K +3,590 New
RJFSA
44
Raymond James Financial Services Advisors
Florida
$202K +$196K +3,446 New
BFEC
45
Benjamin F. Edwards & Company
Missouri
$182K -$114K -2,000 -39%
BWL
46
Bogart Wealth LLC
Virginia
$130K -$53.1K -933 -30%
Rockefeller Capital Management
47
Rockefeller Capital Management
New York
$95K -$1.48K -26 -2%
RG
48
Retirement Group
California
$71K -$4.55K -80 -6%
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$48.6K
HI
50
Harbour Investments
Wisconsin
$41.4K +$28.4K +500 +243%

WDIV Hedge Fund Activity: Q4 2022 in Review

68 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Dividend ETF (WDIV) for Q4 2022, worth a combined $94.1M — down 0.16% from $94.2M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new WDIV positions and 8 closed out — a net gain of 11 holders — while 21 added to existing stakes and 16 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $1.33M. The largest seller was Jane Street, cutting an estimated $11.9M.

  • 68 institutional investors held State Street SPDR S&P Global Dividend ETF (WDIV) as of Q4 2022, up from 57 in Q3 2022.
  • Funds reported $94.1M of State Street SPDR S&P Global Dividend ETF stock for Q4 2022, down 0.16% quarter-over-quarter.
  • 19 funds opened new State Street SPDR S&P Global Dividend ETF positions in Q4 2022 and 8 closed out, a net change of +11 holders.
  • The largest State Street SPDR S&P Global Dividend ETF buyer in Q4 2022 was AE Wealth Management, an estimated $1.33M added.
  • The largest State Street SPDR S&P Global Dividend ETF seller in Q4 2022 was Jane Street, an estimated $11.9M sold.

Based on aggregated 13F filings for Q4 2022.