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State Street SPDR S&P Global Dividend ETF

75 hedge funds and large institutions have $118M invested in State Street SPDR S&P Global Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 18 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

27% more capital invested

Capital invested by funds: $93.1M → $118M (+$25.2M)

10.49% more ownership

Funds ownership: 43.72%54.21% (+10%)

10% more funds holding

Funds holding: 6875 (+7)

36% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 28

Holders
75
Holders Change
+7
Holders Change %
+10.29%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
18
Reduced
28
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
51
BlackRock
New York
$70.6K -$19.7K -351 -23%
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$58K
HI
53
Harbour Investments
Wisconsin
$55.1K
BWP
54
Baldwin Wealth Partners
Massachusetts
$44.8K +$41.6K +741 New
T
55
Tidemark
California
$43.7K +$40.6K +723 New
HIA
56
Harbor Investment Advisory
Maryland
$37.2K +$4.49K +80 +15%
GWSG
57
GPS Wealth Strategies Group
Colorado
$35.5K
RG
58
Retirement Group
California
$34.4K -$9.82K -175 -24%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$29.1K
HGERS
60
Householder Group Estate & Retirement Specialist
Arizona
$20K +$224 +4 +1%
FDCDDQ
61
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.1K
CIAS
62
Capital Investment Advisory Services
North Carolina
$15.1K
PTC
63
Private Trust Company
Ohio
$14.2K +$13.2K +235 New
JP Morgan Chase
64
JP Morgan Chase
New York
$13.7K -$5.05K -90 -28%
ASN
65
Advisory Services Network
Georgia
$13.6K +$12.6K +225 New
GRP
66
Global Retirement Partners
California
$12.4K +$168 +3 +1%
LFG
67
Larson Financial Group
Missouri
$12.1K
TWC
68
TD Waterhouse Canada
Ontario, Canada
$9.98K +$8.42K +150 New
National Bank of Canada
69
National Bank of Canada
Quebec, Canada
$5.3K
GWMIA
70
Global Wealth Management Investment Advisory
Florida
$3.33K
FWP
71
FAS Wealth Partners
Kansas
$1.03K
MFA
72
McClarren Financial Advisors
Pennsylvania
$1K +$1.12K +20 New
Fidelity Investments
73
Fidelity Investments
Massachusetts
$726 +$617 +11 +1,100%
TRCT
74
Tower Research Capital (TRC)
New York
$60 +$56 +1 New
Wells Fargo
75
Wells Fargo
California
$46

WDIV Hedge Fund Activity: Q4 2023 in Review

75 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Dividend ETF (WDIV) for Q4 2023, worth a combined $118M — up 27% from $93.1M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new WDIV positions and 8 closed out — a net gain of 7 holders — while 18 added to existing stakes and 28 trimmed.

The largest buyer was Jane Street, adding an estimated $13.5M. The largest seller was State Street, exiting entirely with an estimated $7.29M sold.

  • 75 institutional investors held State Street SPDR S&P Global Dividend ETF (WDIV) as of Q4 2023, up from 68 in Q3 2023.
  • Funds reported $118M of State Street SPDR S&P Global Dividend ETF stock for Q4 2023, up 27% quarter-over-quarter.
  • 15 funds opened new State Street SPDR S&P Global Dividend ETF positions in Q4 2023 and 8 closed out, a net change of +7 holders.
  • The largest State Street SPDR S&P Global Dividend ETF buyer in Q4 2023 was Jane Street, an estimated $13.5M added.
  • The largest State Street SPDR S&P Global Dividend ETF seller in Q4 2023 was State Street, an estimated $7.29M sold.

Based on aggregated 13F filings for Q4 2023.