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State Street SPDR S&P Global Dividend ETF

75 hedge funds and large institutions have $118M invested in State Street SPDR S&P Global Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 18 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

27% more capital invested

Capital invested by funds: $93.1M → $118M (+$25.2M)

10.49% more ownership

Funds ownership: 43.72%54.21% (+10%)

10% more funds holding

Funds holding: 6875 (+7)

36% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 28

Holders
75
Holders Change
+7
Holders Change %
+10.29%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
18
Reduced
28
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VFPW
26
Vantage Financial Partners (Wisconsin)
Wisconsin
$566K +$526K +9,366 New
RJFSA
27
Raymond James Financial Services Advisors
Florida
$552K -$244K -4,348 -32%
CS
28
Crescent Sterling
Louisiana
$536K -$13.7K -245 -3%
NFG
29
Nations Financial Group
Iowa
$520K
PAG
30
Private Advisor Group
New Jersey
$484K -$23.3K -416 -5%
OMC
31
Old Mission Capital
Illinois
$482K -$105K -1,875 -19%
AWA
32
Authentikos Wealth Advisory
California
$456K -$66.5K -1,185 -14%
KW
33
KWB Wealth
California
$447K -$26.1K -466 -6%
MIA
34
MMBG Investment Advisors
Florida
$446K +$414K +7,375 New
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$388K -$2.24K -40 -0.6%
MML Investors Services
36
MML Investors Services
Massachusetts
$375K -$173K -3,082 -33%
Mariner
37
Mariner
Kansas
$365K -$20.4K -363 -6%
FIA
38
Foundations Investment Advisors
Arizona
$354K -$141K -2,512 -30%
OP
39
ORG Partners
Indiana
$343K +$290K +5,172 +1,034%
Osaic Holdings
40
Osaic Holdings
Arizona
$304K -$238K -4,236 -46%
GSEP
41
Golden State Equity Partners
California
$290K -$1.51K -27 -0.6%
SF
42
Slagle Financial
Illinois
$279K +$259K +4,610 +100%
LJAC
43
L.J. Altfest & Co
New York
$270K +$250K +4,459 New
AFO
44
Allie Family Office
Florida
$269K
CAG
45
Csenge Advisory Group
Florida
$245K -$281 -5 -0.1%
FFA
46
Farther Finance Advisors
California
$232K -$275K -4,897 -56%
SW
47
Simplicity Wealth
New Jersey
$214K +$198K +3,531 New
BFEC
48
Benjamin F. Edwards & Company
Missouri
$188K -$25.8K -460 -13%
RCM
49
Richardson Capital Management
Wisconsin
$187K +$173K +3,086 New
PA
50
Pineridge Advisors
Missouri
$97.8K +$90.8K +1,618 New

WDIV Hedge Fund Activity: Q4 2023 in Review

75 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Dividend ETF (WDIV) for Q4 2023, worth a combined $118M — up 27% from $93.1M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new WDIV positions and 8 closed out — a net gain of 7 holders — while 18 added to existing stakes and 28 trimmed.

The largest buyer was Jane Street, adding an estimated $13.5M. The largest seller was State Street, exiting entirely with an estimated $7.29M sold.

  • 75 institutional investors held State Street SPDR S&P Global Dividend ETF (WDIV) as of Q4 2023, up from 68 in Q3 2023.
  • Funds reported $118M of State Street SPDR S&P Global Dividend ETF stock for Q4 2023, up 27% quarter-over-quarter.
  • 15 funds opened new State Street SPDR S&P Global Dividend ETF positions in Q4 2023 and 8 closed out, a net change of +7 holders.
  • The largest State Street SPDR S&P Global Dividend ETF buyer in Q4 2023 was Jane Street, an estimated $13.5M added.
  • The largest State Street SPDR S&P Global Dividend ETF seller in Q4 2023 was State Street, an estimated $7.29M sold.

Based on aggregated 13F filings for Q4 2023.