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State Street SPDR S&P Global Dividend ETF

69 hedge funds and large institutions have $88.7M invested in State Street SPDR S&P Global Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less funds holding

Funds holding: 7569 (-6)

10.05% less ownership

Funds ownership: 54.21%44.16% (-10%)

25% less capital invested

Capital invested by funds: $118M → $88.7M (-$29.6M)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

56% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 34

Holders
69
Holders Change
-6
Holders Change %
-8%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
15
Reduced
34
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VFPW
26
Vantage Financial Partners (Wisconsin)
Wisconsin
$538K -$23.3K -394 -4%
Citadel Advisors
27
Citadel Advisors
Florida
$532K +$525K +8,865 New
CS
28
Crescent Sterling
Louisiana
$529K -$3.02K -51 -0.6%
OMC
29
Old Mission Capital
Illinois
$523K +$44.1K +745 +9%
PAG
30
Private Advisor Group
New Jersey
$455K -$24.1K -407 -5%
AWA
31
Authentikos Wealth Advisory
California
$444K -$8.41K -142 -2%
MIA
32
MMBG Investment Advisors
Florida
$442K
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$390K +$385K +6,500 New
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$373K -$11.5K -194 -3%
FFA
35
Farther Finance Advisors
California
$366K +$137K +2,309 +60%
MML Investors Services
36
MML Investors Services
Massachusetts
$351K -$21K -355 -6%
FIA
37
Foundations Investment Advisors
Arizona
$350K -$8.11K -137 -2%
Mariner
38
Mariner
Kansas
$338K -$24.1K -407 -7%
KW
39
KWB Wealth
California
$329K -$113K -1,913 -26%
UBS Group
40
UBS Group
Switzerland
$310K -$555K -9,367 -64%
AFO
41
Allie Family Office
Florida
$267K
SF
42
Slagle Financial
Illinois
$244K -$305K -5,150 -56%
CAG
43
Csenge Advisory Group
Florida
$237K -$5.39K -91 -2%
KFG
44
Kingdom Financial Group
Arizona
$201K +$199K +3,358 New
RCM
45
Richardson Capital Management
Wisconsin
$185K
Osaic Holdings
46
Osaic Holdings
Arizona
$156K -$144K -2,429 -48%
BFEC
47
Benjamin F. Edwards & Company
Missouri
$141K -$45.3K -765 -25%
PA
48
Pineridge Advisors
Missouri
$64.7K -$32K -540 -33%
BlackRock
49
BlackRock
New York
$63.8K -$6.16K -104 -9%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$58K

WDIV Hedge Fund Activity: Q1 2024 in Review

69 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Dividend ETF (WDIV) for Q1 2024, worth a combined $88.7M — down 25% from $118M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of WDIV and 5 opened new positions — a net loss of 5 holders — while 34 trimmed existing stakes and 15 added.

The largest buyer was Savoie Capital, opening a new position worth an estimated $4.39M. The largest seller was Jane Street, cutting an estimated $17.1M.

  • 69 institutional investors held State Street SPDR S&P Global Dividend ETF (WDIV) as of Q1 2024, down from 75 in Q4 2023.
  • Funds reported $88.7M of State Street SPDR S&P Global Dividend ETF stock for Q1 2024, down 25% quarter-over-quarter.
  • 5 funds opened new State Street SPDR S&P Global Dividend ETF positions in Q1 2024 and 10 closed out, a net change of -5 holders.
  • The largest State Street SPDR S&P Global Dividend ETF buyer in Q1 2024 was Savoie Capital, an estimated $4.39M added.
  • The largest State Street SPDR S&P Global Dividend ETF seller in Q1 2024 was Jane Street, an estimated $17.1M sold.

Based on aggregated 13F filings for Q1 2024.