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State Street SPDR S&P Global Dividend ETF

71 hedge funds and large institutions have $82.2M invested in State Street SPDR S&P Global Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

3% more funds holding

Funds holding: 6971 (+2)

2.06% more ownership

Funds ownership: 41.35%43.41% (+2.1%)

4% less capital invested

Capital invested by funds: $85.5M → $82.2M (-$3.25M)

27% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 26

Holders
71
Holders Change
+2
Holders Change %
+2.9%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
19
Reduced
26
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RMP
26
Richards, Merrill & Peterson
Washington
$449K +$470K +7,231 New
VFPW
27
Vantage Financial Partners (Wisconsin)
Wisconsin
$406K -$43.7K -673 -9%
LI
28
LifeWealth Investments
Florida
$362K +$379K +5,827 New
FIA
29
Foundations Investment Advisors
Arizona
$359K -$12K -184 -3%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$326K -$6.5K -100 -2%
MML Investors Services
31
MML Investors Services
Massachusetts
$293K -$1.17K -18 -0.4%
GSEP
32
Golden State Equity Partners
California
$289K +$303K +4,660 New
Mariner
33
Mariner
Kansas
$281K -$2.34K -36 -0.8%
AFO
34
Allie Family Office
Florida
$277K
SF
35
Slagle Financial
Illinois
$250K -$6.5K -100 -2%
FFA
36
Farther Finance Advisors
California
$247K -$112K -1,729 -30%
Jane Street
37
Jane Street
New York
$244K -$347K -5,344 -58%
PSFG
38
Park Square Financial Group
Georgia
$239K +$251K +3,857 New
BCM
39
Buckhead Capital Management
Georgia
$205K +$6.5K +100 +3%
RCM
40
Richardson Capital Management
Wisconsin
$192K
FWM
41
FLP Wealth Management
Arkansas
$183K +$191K +2,947 New
LFG
42
Larson Financial Group
Missouri
$144K +$1.1K +17 +0.7%
KFI
43
Key Financial Inc
Pennsylvania
$122K
Osaic Holdings
44
Osaic Holdings
Arizona
$120K -$41.8K -643 -25%
CBT
45
Crews Bank & Trust
Florida
$114K +$120K +1,840 New
T
46
Transce3nd
Texas
$97.4K +$102K +1,568 New
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$60K
HI
48
Harbour Investments
Wisconsin
$56.5K
BlackRock
49
BlackRock
New York
$46.5K -$3.83K -59 -7%
PA
50
Pineridge Advisors
Missouri
$37.8K -$16.6K -256 -30%

WDIV Hedge Fund Activity: Q4 2024 in Review

71 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Dividend ETF (WDIV) for Q4 2024, worth a combined $82.2M — down 3.8% from $85.5M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new WDIV positions and 10 closed out — a net gain of 3 holders — while 19 added to existing stakes and 26 trimmed.

The largest buyer was B.O.S.S. Retirement Advisors, adding an estimated $2.14M. The largest seller was AssetMark Inc, cutting an estimated $1.4M.

  • 71 institutional investors held State Street SPDR S&P Global Dividend ETF (WDIV) as of Q4 2024, up from 69 in Q3 2024.
  • Funds reported $82.2M of State Street SPDR S&P Global Dividend ETF stock for Q4 2024, down 3.8% quarter-over-quarter.
  • 13 funds opened new State Street SPDR S&P Global Dividend ETF positions in Q4 2024 and 10 closed out, a net change of +3 holders.
  • The largest State Street SPDR S&P Global Dividend ETF buyer in Q4 2024 was B.O.S.S. Retirement Advisors, an estimated $2.14M added.
  • The largest State Street SPDR S&P Global Dividend ETF seller in Q4 2024 was AssetMark Inc, an estimated $1.4M sold.

Based on aggregated 13F filings for Q4 2024.