We are live on ! Find out more
WDIV icon

State Street SPDR S&P Global Dividend ETF

68 hedge funds and large institutions have $94.1M invested in State Street SPDR S&P Global Dividend ETF in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

31% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 16

19% more funds holding

Funds holding: 5768 (+11)

0% less capital invested

Capital invested by funds: $94.2M → $94.1M (-$153K)

4.22% less ownership

Funds ownership: 43.29%39.07% (-4.2%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
68
Holders Change
+11
Holders Change %
+19.3%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
21
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCC
51
Money Concepts Capital
Florida
$34K +$32.9K +579 New
AWM
52
Accel Wealth Management
Iowa
$26.4K
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$18.2K +$171 +3 +1%
DAC
54
Dividend Assets Capital
South Carolina
$18K
FDCDDQ
55
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.6K
CIAS
56
Capital Investment Advisory Services
North Carolina
$14.7K
ASN
57
Advisory Services Network
Georgia
$13.2K +$12.8K +225 New
LFG
58
Larson Financial Group
Missouri
$11.7K
RFS
59
Retirement Financial Solutions
Tennessee
$10.5K +$10.2K +179 New
PA
60
PSI Advisors
Florida
$8.8K
GI
61
Gradient Investments
Minnesota
$8.39K +$8.14K +143 New
NMG
62
New Millennium Group
Utah
$7.51K
JP Morgan Chase
63
JP Morgan Chase
New York
$4K +$2.28K +40 +148%
BAM
64
Belpointe Asset Management
Nevada
$2.99K +$2.9K +51 New
TFS
65
TrustCore Financial Services
Tennessee
$1.58K +$1.54K +27 New
FWP
66
FAS Wealth Partners
Kansas
$948
PAG
67
Private Advisor Group
New Jersey
$611 +$43.1K +758 +8%
Fidelity Investments
68
Fidelity Investments
Massachusetts
$117 -$4.72K -83 -98%
FCH
69
Freestone Capital Holdings
Washington
-$447K -8,383 Closed
Citadel Advisors
70
Citadel Advisors
Florida
-$397K -7,442 Closed
SAM
71
Sequent Asset Management
Texas
-$219K -4,100 Closed
GWSG
72
GPS Wealth Strategies Group
Colorado
-$31K -587 Closed
WWMSC
73
Wagner Wealth Management (South Carolina)
South Carolina
-$28K -519 Closed
HGERS
74
Householder Group Estate & Retirement Specialist
Arizona
-$14K -279 Closed
Wells Fargo
75
Wells Fargo
California
-$4.44K -78 Closed

WDIV Hedge Fund Activity: Q4 2022 in Review

68 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Dividend ETF (WDIV) for Q4 2022, worth a combined $94.1M — down 0.16% from $94.2M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new WDIV positions and 8 closed out — a net gain of 11 holders — while 21 added to existing stakes and 16 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $1.33M. The largest seller was Jane Street, cutting an estimated $11.9M.

  • 68 institutional investors held State Street SPDR S&P Global Dividend ETF (WDIV) as of Q4 2022, up from 57 in Q3 2022.
  • Funds reported $94.1M of State Street SPDR S&P Global Dividend ETF stock for Q4 2022, down 0.16% quarter-over-quarter.
  • 19 funds opened new State Street SPDR S&P Global Dividend ETF positions in Q4 2022 and 8 closed out, a net change of +11 holders.
  • The largest State Street SPDR S&P Global Dividend ETF buyer in Q4 2022 was AE Wealth Management, an estimated $1.33M added.
  • The largest State Street SPDR S&P Global Dividend ETF seller in Q4 2022 was Jane Street, an estimated $11.9M sold.

Based on aggregated 13F filings for Q4 2022.