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State Street SPDR S&P Global Dividend ETF

67 hedge funds and large institutions have $96.6M invested in State Street SPDR S&P Global Dividend ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 19

0.74% more ownership

Funds ownership: 41.85%42.59% (+0.74%)

2% less capital invested

Capital invested by funds: $99M → $96.6M (-$2.45M)

7% less funds holding

Funds holding: 7267 (-5)

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

Holders
67
Holders Change
-5
Holders Change %
-6.94%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
26
Reduced
19
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$573K -$33.3K -566 -5%
Truist Financial
27
Truist Financial
North Carolina
$553K +$31.4K +534 +6%
MML Investors Services
28
MML Investors Services
Massachusetts
$546K -$11.2K -190 -2%
FFA
29
Farther Finance Advisors
California
$544K +$588 +10 +0.1%
AWA
30
Authentikos Wealth Advisory
California
$508K -$51.8K -882 -9%
NFG
31
Nations Financial Group
Iowa
$494K
KW
32
KWB Wealth
California
$476K +$105K +1,790 +28%
Creative Planning
33
Creative Planning
Kansas
$465K +$476K +8,100 New
OMC
34
Old Mission Capital
Illinois
$461K +$116K +1,972 +33%
FIA
35
Foundations Investment Advisors
Arizona
$419K +$202K +3,435 +89%
Cerity Partners
36
Cerity Partners
New York
$377K
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$364K -$41.8K -712 -10%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$349K -$66.8K -1,136 -16%
Mariner
39
Mariner
Kansas
$284K -$25.3K -431 -8%
GSEP
40
Golden State Equity Partners
California
$278K +$285K +4,850 New
SF
41
Slagle Financial
Illinois
$273K +$280K +4,761 New
AFO
42
Allie Family Office
Florida
$256K
CAG
43
Csenge Advisory Group
Florida
$240K +$245K +4,174 New
OP
44
ORG Partners
Indiana
$238K +$242K +4,114 New
LAM
45
LifePro Asset Management
California
$219K -$14.9K -253 -6%
PP
46
Prudential plc
United Kingdom
$215K -$325K -5,537 -60%
Prudential Financial
47
Prudential Financial
New Jersey
$209K -$233K -3,960 -52%
BFEC
48
Benjamin F. Edwards & Company
Missouri
$205K +$35.3K +600 +20%
BlackRock
49
BlackRock
New York
$95.9K -$18.5K -314 -16%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$55K +$54.7K +930 +2,657%

WDIV Hedge Fund Activity: Q2 2023 in Review

67 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Dividend ETF (WDIV) for Q2 2023, worth a combined $96.6M — down 2.5% from $99M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of WDIV and 10 opened new positions — a net loss of 2 holders — while 19 trimmed existing stakes and 26 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $3.27M. The largest seller was Ameriprise, cutting an estimated $1.79M.

  • 67 institutional investors held State Street SPDR S&P Global Dividend ETF (WDIV) as of Q2 2023, down from 72 in Q1 2023.
  • Funds reported $96.6M of State Street SPDR S&P Global Dividend ETF stock for Q2 2023, down 2.5% quarter-over-quarter.
  • 10 funds opened new State Street SPDR S&P Global Dividend ETF positions in Q2 2023 and 12 closed out, a net change of -2 holders.
  • The largest State Street SPDR S&P Global Dividend ETF buyer in Q2 2023 was Citadel Advisors, an estimated $3.27M added.
  • The largest State Street SPDR S&P Global Dividend ETF seller in Q2 2023 was Ameriprise, an estimated $1.79M sold.

Based on aggregated 13F filings for Q2 2023.