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State Street SPDR S&P Global Dividend ETF

68 hedge funds and large institutions have $93.1M invested in State Street SPDR S&P Global Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

1% more funds holding

Funds holding: 6768 (+1)

1.13% more ownership

Funds ownership: 42.59%43.72% (+1.1%)

4% less capital invested

Capital invested by funds: $96.6M → $93.1M (-$3.49M)

13% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 24

Holders
68
Holders Change
+1
Holders Change %
+1.49%
% of All Funds
1.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
21
Reduced
24
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OMC
26
Old Mission Capital
Illinois
$537K +$104K +1,814 +23%
PP
27
Prudential plc
United Kingdom
$530K +$342K +5,965 +159%
MML Investors Services
28
MML Investors Services
Massachusetts
$507K -$12.6K -220 -2%
Osaic Holdings
29
Osaic Holdings
Arizona
$506K -$107K -1,863 -17%
CS
30
Crescent Sterling
Louisiana
$498K -$68.4K -1,192 -12%
FFA
31
Farther Finance Advisors
California
$477K -$42.8K -746 -8%
AWA
32
Authentikos Wealth Advisory
California
$476K -$7.34K -128 -1%
NFG
33
Nations Financial Group
Iowa
$469K
FIA
34
Foundations Investment Advisors
Arizona
$463K +$68.3K +1,191 +16%
PAG
35
Private Advisor Group
New Jersey
$459K -$89.9K -1,567 -16%
KW
36
KWB Wealth
California
$451K -$25K -435 -5%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$386K -$877K -15,285 -68%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$352K +$6.03K +105 +2%
Mariner
39
Mariner
Kansas
$349K +$83.2K +1,450 +29%
GSEP
40
Golden State Equity Partners
California
$263K -$2.01K -35 -0.7%
SF
41
Slagle Financial
Illinois
$252K -$8.66K -151 -3%
AFO
42
Allie Family Office
Florida
$243K
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$235K -$103K -1,787 -29%
CAG
44
Csenge Advisory Group
Florida
$221K -$6.94K -121 -3%
BFEC
45
Benjamin F. Edwards & Company
Missouri
$195K
BlackRock
46
BlackRock
New York
$82.9K -$8.72K -152 -9%
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$53K
HI
48
Harbour Investments
Wisconsin
$49.7K +$516 +9 +1%
BCM
49
BluePath Capital Management
Georgia
$45.3K +$47.6K +830 New
RG
50
Retirement Group
California
$40.6K +$402 +7 +0.9%

WDIV Hedge Fund Activity: Q3 2023 in Review

68 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Dividend ETF (WDIV) for Q3 2023, worth a combined $93.1M — down 3.6% from $96.6M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new WDIV positions and 8 closed out — a net gain of 2 holders — while 21 added to existing stakes and 24 trimmed.

The largest buyer was Corient Private Wealth, opening a new position worth an estimated $5.02M. The largest seller was Royal Bank of Canada, cutting an estimated $2.73M.

  • 68 institutional investors held State Street SPDR S&P Global Dividend ETF (WDIV) as of Q3 2023, up from 67 in Q2 2023.
  • Funds reported $93.1M of State Street SPDR S&P Global Dividend ETF stock for Q3 2023, down 3.6% quarter-over-quarter.
  • 10 funds opened new State Street SPDR S&P Global Dividend ETF positions in Q3 2023 and 8 closed out, a net change of +2 holders.
  • The largest State Street SPDR S&P Global Dividend ETF buyer in Q3 2023 was Corient Private Wealth, an estimated $5.02M added.
  • The largest State Street SPDR S&P Global Dividend ETF seller in Q3 2023 was Royal Bank of Canada, an estimated $2.73M sold.

Based on aggregated 13F filings for Q3 2023.