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State Street SPDR S&P Global Dividend ETF

67 hedge funds and large institutions have $96.6M invested in State Street SPDR S&P Global Dividend ETF in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 19

0.74% more ownership

Funds ownership: 41.85%42.59% (+0.74%)

2% less capital invested

Capital invested by funds: $99M → $96.6M (-$2.45M)

7% less funds holding

Funds holding: 7267 (-5)

17% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 12

Holders
67
Holders Change
-5
Holders Change %
-6.94%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
26
Reduced
19
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
51
Harbour Investments
Wisconsin
$51.7K +$999 +17 +2%
PNC Financial Services Group
52
PNC Financial Services Group
Pennsylvania
$43.6K -$4K -68 -8%
RG
53
Retirement Group
California
$42.3K -$16.3K -278 -27%
GWSG
54
GPS Wealth Strategies Group
Colorado
$33.7K
PO
55
Private Ocean
California
$25.8K +$470 +8 +2%
HIA
56
Harbor Investment Advisory
Maryland
$20.7K +$12.3K +210 +140%
FDCDDQ
57
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.2K
CIAS
58
Capital Investment Advisory Services
North Carolina
$14.4K
MIH
59
Meitav Investment House
Israel
$13.7K +$14.1K +240 New
GRP
60
Global Retirement Partners
California
$11.7K +$235 +4 +2%
LFG
61
Larson Financial Group
Missouri
$11.5K
OLVIG
62
Oliver Lagore Vanvalin Investment Group
Michigan
$7.64K +$7.82K +133 New
NMG
63
New Millennium Group
Utah
$7.35K
JP Morgan Chase
64
JP Morgan Chase
New York
$6.72K
GWMIA
65
Global Wealth Management Investment Advisory
Florida
$3.16K +$3.23K +55 New
FWP
66
FAS Wealth Partners
Kansas
$952 +$59 +1 +6%
Fidelity Investments
67
Fidelity Investments
Massachusetts
$57 +$59 +1 New
Wells Fargo
68
Wells Fargo
California
$26
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
-$1.3M -21,692 Closed
RJA
70
Raymond James & Associates
Florida
-$879K -14,900 Closed
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
-$251K -4,254 Closed
SW
72
Simplicity Wealth
New Jersey
-$214K -3,637 Closed
BWL
73
Bogart Wealth LLC
Virginia
-$131K -2,215 Closed
AWM
74
Accel Wealth Management
Iowa
-$26.5K -450 Closed
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
-$18.4K -312 Closed

WDIV Hedge Fund Activity: Q2 2023 in Review

67 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Dividend ETF (WDIV) for Q2 2023, worth a combined $96.6M — down 2.5% from $99M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of WDIV and 10 opened new positions — a net loss of 2 holders — while 19 trimmed existing stakes and 26 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $3.27M. The largest seller was Ameriprise, cutting an estimated $1.79M.

  • 67 institutional investors held State Street SPDR S&P Global Dividend ETF (WDIV) as of Q2 2023, down from 72 in Q1 2023.
  • Funds reported $96.6M of State Street SPDR S&P Global Dividend ETF stock for Q2 2023, down 2.5% quarter-over-quarter.
  • 10 funds opened new State Street SPDR S&P Global Dividend ETF positions in Q2 2023 and 12 closed out, a net change of -2 holders.
  • The largest State Street SPDR S&P Global Dividend ETF buyer in Q2 2023 was Citadel Advisors, an estimated $3.27M added.
  • The largest State Street SPDR S&P Global Dividend ETF seller in Q2 2023 was Ameriprise, an estimated $1.79M sold.

Based on aggregated 13F filings for Q2 2023.