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State Street SPDR S&P Global Dividend ETF

63 hedge funds and large institutions have $112M invested in State Street SPDR S&P Global Dividend ETF in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 15

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2% less funds holding

Funds holding: 6463 (-1)

6.41% less ownership

Funds ownership: 45.27%38.86% (-6.4%)

24% less capital invested

Capital invested by funds: $146M → $112M (-$34.7M)

Holders
63
Holders Change
-1
Holders Change %
-1.56%
% of All Funds
0.97%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
20
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LAS
51
Lloyd Advisory Services
Georgia
$26K +$133 +2 +0.5%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$20K
DAC
53
Dividend Assets Capital
South Carolina
$20K +$20K +300 New
FDCDDQ
54
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.9K
CIAS
55
Capital Investment Advisory Services
North Carolina
$17K
Koshinski Asset Management
56
Koshinski Asset Management
Illinois
$13.3K
LFG
57
Larson Financial Group
Missouri
$13K +$13.3K +200 New
ACA
58
Aptus Capital Advisors
Alabama
$10K
AIP
59
Ahrens Investment Partners
Louisiana
$10K +$10K +150 New
Simplex Trading
60
Simplex Trading
Illinois
$6K +$6.67K +100 New
SIS
61
Sound Income Strategies
Florida
$5K
JP Morgan Chase
62
JP Morgan Chase
New York
$4K
FWP
63
FAS Wealth Partners
Kansas
$1K
WANY
64
Wealthspire Advisors (New York)
New York
-$2.31M -35,000 Closed
FHA
65
Flagship Harbor Advisors
Massachusetts
-$227K -3,333 Closed
DA
66
DCM Advisors
New York
-$132K -2,000 Closed
OIA
67
Optimum Investment Advisors
Illinois
-$36K -550 Closed
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
-$5K -77 Closed
JCM
69
Jacobi Capital Management
Pennsylvania
-$4K -57 Closed
Wells Fargo
70
Wells Fargo
California
-$67 -1 Closed

WDIV Hedge Fund Activity: Q4 2021 in Review

63 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Dividend ETF (WDIV) for Q4 2021, worth a combined $112M — down 24% from $146M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new WDIV positions and 7 closed out — a net gain of 1 holder — while 20 added to existing stakes and 15 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $5.09M. The largest seller was Morgan Stanley, cutting an estimated $42.9M.

  • 63 institutional investors held State Street SPDR S&P Global Dividend ETF (WDIV) as of Q4 2021, down from 64 in Q3 2021.
  • Funds reported $112M of State Street SPDR S&P Global Dividend ETF stock for Q4 2021, down 24% quarter-over-quarter.
  • 8 funds opened new State Street SPDR S&P Global Dividend ETF positions in Q4 2021 and 7 closed out, a net change of +1 holder.
  • The largest State Street SPDR S&P Global Dividend ETF buyer in Q4 2021 was Old Mission Capital, an estimated $5.09M added.
  • The largest State Street SPDR S&P Global Dividend ETF seller in Q4 2021 was Morgan Stanley, an estimated $42.9M sold.

Based on aggregated 13F filings for Q4 2021.