We are live on ! Find out more
WDIV icon

State Street SPDR S&P Global Dividend ETF

69 hedge funds and large institutions have $85.5M invested in State Street SPDR S&P Global Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $81.7M → $85.5M (+$3.72M)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

0.81% less ownership

Funds ownership: 42.16%41.35% (-0.81%)

1% less funds holding

Funds holding: 7069 (-1)

47% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 30

Holders
69
Holders Change
-1
Holders Change %
-1.43%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
16
Reduced
30
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BOSSRA
26
B.O.S.S. Retirement Advisors
Utah
$480K +$455K +7,191 New
FIA
27
Foundations Investment Advisors
Arizona
$398K +$36.2K +571 +11%
SW
28
Simplicity Wealth
New Jersey
$398K +$92.8K +1,466 +33%
FFA
29
Farther Finance Advisors
California
$380K -$16.3K -257 -4%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$357K -$633 -10 -0.2%
UBS Group
31
UBS Group
Switzerland
$326K -$72.8K -1,149 -19%
MML Investors Services
32
MML Investors Services
Massachusetts
$315K -$6.27K -99 -2%
Mariner
33
Mariner
Kansas
$304K +$1.33K +21 +0.5%
AFO
34
Allie Family Office
Florida
$297K
SF
35
Slagle Financial
Illinois
$275K +$190 +3 +0.1%
CAG
36
Csenge Advisory Group
Florida
$258K -$10.3K -163 -4%
PAG
37
Private Advisor Group
New Jersey
$238K -$89.7K -1,417 -28%
BCM
38
Buckhead Capital Management
Georgia
$213K +$202K +3,195 New
RCM
39
Richardson Capital Management
Wisconsin
$206K
Osaic Holdings
40
Osaic Holdings
Arizona
$172K -$67.3K -1,062 -29%
LFG
41
Larson Financial Group
Missouri
$154K +$887 +14 +0.6%
NP
42
NorthRock Partners
Minnesota
$143K -$181K -2,859 -57%
KFI
43
Key Financial Inc
Pennsylvania
$131K
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$64K
HI
45
Harbour Investments
Wisconsin
$60.7K
PA
46
Pineridge Advisors
Missouri
$57.7K -$3.61K -57 -6%
BlackRock
47
BlackRock
New York
$53.9K -$8.8K -139 -15%
NA
48
NewEdge Advisors
Louisiana
$43.5K -$5.26K -83 -11%
HIA
49
Harbor Investment Advisory
Maryland
$37.7K -$3.17K -50 -8%
HGERS
50
Householder Group Estate & Retirement Specialist
Arizona
$23K +$190 +3 +0.9%

WDIV Hedge Fund Activity: Q3 2024 in Review

69 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Dividend ETF (WDIV) for Q3 2024, worth a combined $85.5M — up 4.5% from $81.7M a quarter earlier.

Fund positioning in WDIV was balanced in Q3 2024: 8 funds opened new positions, 8 closed out, 16 added to existing stakes and 30 trimmed.

The largest buyer was Prudential plc, adding an estimated $659K. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.27M sold.

  • 69 institutional investors held State Street SPDR S&P Global Dividend ETF (WDIV) as of Q3 2024, down from 70 in Q2 2024.
  • Funds reported $85.5M of State Street SPDR S&P Global Dividend ETF stock for Q3 2024, up 4.5% quarter-over-quarter.
  • 8 funds opened new State Street SPDR S&P Global Dividend ETF positions in Q3 2024 and 8 closed out, a net change of 0 holders.
  • The largest State Street SPDR S&P Global Dividend ETF buyer in Q3 2024 was Prudential plc, an estimated $659K added.
  • The largest State Street SPDR S&P Global Dividend ETF seller in Q3 2024 was Citadel Advisors, an estimated $2.27M sold.

Based on aggregated 13F filings for Q3 2024.