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State Street SPDR S&P Global Dividend ETF

68 hedge funds and large institutions have $93.1M invested in State Street SPDR S&P Global Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

1% more funds holding

Funds holding: 6768 (+1)

1.13% more ownership

Funds ownership: 42.59%43.72% (+1.1%)

4% less capital invested

Capital invested by funds: $96.6M → $93.1M (-$3.49M)

13% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 24

Holders
68
Holders Change
+1
Holders Change %
+1.49%
% of All Funds
1.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
21
Reduced
24
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$33.3K +$32.9K +574 New
GWSG
52
GPS Wealth Strategies Group
Colorado
$32K
HIA
53
Harbor Investment Advisory
Maryland
$29.2K +$10K +175 +49%
OP
54
ORG Partners
Indiana
$27.3K -$207K -3,614 -88%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$26.3K -$16K -279 -37%
HGERS
56
Householder Group Estate & Retirement Specialist
Arizona
$18.1K +$19.1K +332 New
JP Morgan Chase
57
JP Morgan Chase
New York
$17.3K +$11.5K +200 +171%
FDCDDQ
58
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.4K
AF
59
Allworth Financial
California
$15K +$15.8K +275 New
CIAS
60
Capital Investment Advisory Services
North Carolina
$13.6K
LFG
61
Larson Financial Group
Missouri
$10.9K
GRP
62
Global Retirement Partners
California
$10.9K +$115 +2 +1%
National Bank of Canada
63
National Bank of Canada
Quebec, Canada
$4.72K +$5.05K +88 New
GWMIA
64
Global Wealth Management Investment Advisory
Florida
$3K
PA
65
Parallel Advisors
California
$2.7K +$2.81K +49 New
FWP
66
FAS Wealth Partners
Kansas
$915
Fidelity Investments
67
Fidelity Investments
Massachusetts
$55
Wells Fargo
68
Wells Fargo
California
$36 +$57 +1 New
Creative Planning
69
Creative Planning
Kansas
-$465K -8,100 Closed
Cerity Partners
70
Cerity Partners
New York
-$377K -6,570 Closed
LAM
71
LifePro Asset Management
California
-$219K -3,820 Closed
Prudential Financial
72
Prudential Financial
New Jersey
-$209K -3,634 Closed
PO
73
Private Ocean
California
-$25.8K -449 Closed
MIH
74
Meitav Investment House
Israel
-$13.7K -240 Closed
OLVIG
75
Oliver Lagore Vanvalin Investment Group
Michigan
-$7.64K -133 Closed

WDIV Hedge Fund Activity: Q3 2023 in Review

68 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Dividend ETF (WDIV) for Q3 2023, worth a combined $93.1M — down 3.6% from $96.6M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new WDIV positions and 8 closed out — a net gain of 2 holders — while 21 added to existing stakes and 24 trimmed.

The largest buyer was Corient Private Wealth, opening a new position worth an estimated $5.02M. The largest seller was Royal Bank of Canada, cutting an estimated $2.73M.

  • 68 institutional investors held State Street SPDR S&P Global Dividend ETF (WDIV) as of Q3 2023, up from 67 in Q2 2023.
  • Funds reported $93.1M of State Street SPDR S&P Global Dividend ETF stock for Q3 2023, down 3.6% quarter-over-quarter.
  • 10 funds opened new State Street SPDR S&P Global Dividend ETF positions in Q3 2023 and 8 closed out, a net change of +2 holders.
  • The largest State Street SPDR S&P Global Dividend ETF buyer in Q3 2023 was Corient Private Wealth, an estimated $5.02M added.
  • The largest State Street SPDR S&P Global Dividend ETF seller in Q3 2023 was Royal Bank of Canada, an estimated $2.73M sold.

Based on aggregated 13F filings for Q3 2023.