We are live on ! Find out more
WDIV icon

State Street SPDR S&P Global Dividend ETF

62 hedge funds and large institutions have $147M invested in State Street SPDR S&P Global Dividend ETF in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 16

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

24% more capital invested

Capital invested by funds: $118M → $147M (+$28.8M)

5% more funds holding

Funds holding: 5962 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5.87% less ownership

Funds ownership: 51.75%45.87% (-5.9%)

Holders
62
Holders Change
+3
Holders Change %
+5.08%
% of All Funds
1.08%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
24
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
51
GPS Wealth Strategies Group
Colorado
$40K
OIA
52
Optimum Investment Advisors
Illinois
$37K
AWM
53
Accel Wealth Management
Iowa
$31K +$31.1K +450 New
LAS
54
Lloyd Advisory Services
Georgia
$26K -$3.79K -55 -12%
FDCDDQ
55
Federation des caisses Desjardins du Quebec
Quebec, Canada
$20.4K
CIAS
56
Capital Investment Advisory Services
North Carolina
$17K -$69K -1,000 -80%
ACA
57
Aptus Capital Advisors
Alabama
$11K
SIS
58
Sound Income Strategies
Florida
$5K +$4.69K +68 New
JCM
59
Jacobi Capital Management
Pennsylvania
$4K
Fidelity Investments
60
Fidelity Investments
Massachusetts
$3K +$2.76K +40 New
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$1K
FWP
62
FAS Wealth Partners
Kansas
$1K +$276 +4 +40%
Prudential Financial
63
Prudential Financial
New Jersey
-$513K -7,756 Closed
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
-$502K -7,595 Closed
AP
65
Advisors Preferred
Maryland
-$165K -2,489 Closed
BAM
66
Belpointe Asset Management
Nevada
-$146K -2,215 Closed
Jones Financial Companies
67
Jones Financial Companies
Missouri
-$48K -725 Closed
EP
68
Eudaimonia Partners
Tennessee
-$27K -401 Closed
VFA
69
Valeo Financial Advisors
Indiana
-$7K -99 Closed
SFS
70
Sowell Financial Services
Arkansas
-$2K -25 Closed
Wells Fargo
71
Wells Fargo
California
-$69 -1 Closed

WDIV Hedge Fund Activity: Q2 2021 in Review

62 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Dividend ETF (WDIV) for Q2 2021, worth a combined $147M — up 24% from $118M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new WDIV positions and 9 closed out — a net gain of 3 holders — while 24 added to existing stakes and 16 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $18.2M. The largest seller was Freestone Capital Holdings, cutting an estimated $830K.

  • 62 institutional investors held State Street SPDR S&P Global Dividend ETF (WDIV) as of Q2 2021, up from 59 in Q1 2021.
  • Funds reported $147M of State Street SPDR S&P Global Dividend ETF stock for Q2 2021, up 24% quarter-over-quarter.
  • 12 funds opened new State Street SPDR S&P Global Dividend ETF positions in Q2 2021 and 9 closed out, a net change of +3 holders.
  • The largest State Street SPDR S&P Global Dividend ETF buyer in Q2 2021 was Morgan Stanley, an estimated $18.2M added.
  • The largest State Street SPDR S&P Global Dividend ETF seller in Q2 2021 was Freestone Capital Holdings, an estimated $830K sold.

Based on aggregated 13F filings for Q2 2021.