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State Street SPDR S&P Global Dividend ETF

69 hedge funds and large institutions have $88.7M invested in State Street SPDR S&P Global Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less funds holding

Funds holding: 7569 (-6)

10.05% less ownership

Funds ownership: 54.21%44.16% (-10%)

25% less capital invested

Capital invested by funds: $118M → $88.7M (-$29.6M)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

56% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 34

Holders
69
Holders Change
-6
Holders Change %
-8%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
15
Reduced
34
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
51
Harbour Investments
Wisconsin
$54.6K
T
52
Tidemark
California
$43.4K
HIA
53
Harbor Investment Advisory
Maryland
$36.9K
RG
54
Retirement Group
California
$28.6K -$5.45K -92 -16%
BWP
55
Baldwin Wealth Partners
Massachusetts
$25.9K -$18.3K -309 -42%
HGERS
56
Householder Group Estate & Retirement Specialist
Arizona
$20.3K +$118 +2 +0.6%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$19.5K -$9.24K -156 -32%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$19K +$18K +304 +2,533%
FDCDDQ
59
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18K
CIAS
60
Capital Investment Advisory Services
North Carolina
$15K
PTC
61
Private Trust Company
Ohio
$14.1K
JP Morgan Chase
62
JP Morgan Chase
New York
$13.6K
GRP
63
Global Retirement Partners
California
$12.6K +$59 +1 +0.5%
LFG
64
Larson Financial Group
Missouri
$12.1K +$59 +1 +0.5%
TWC
65
TD Waterhouse Canada
Ontario, Canada
$9.94K
FWP
66
FAS Wealth Partners
Kansas
$7.12K +$6.04K +102 +600%
National Bank of Canada
67
National Bank of Canada
Quebec, Canada
$6.25K +$829 +14 +16%
MFA
68
McClarren Financial Advisors
Pennsylvania
$2K
KFI
69
Key Financial Inc
Pennsylvania
$300 +$296 +5 New
Wells Fargo
70
Wells Fargo
California
$21 -$59 -1 Closed
BOSSRA
71
B.O.S.S. Retirement Advisors
Utah
-$1.57M -26,043 Closed
NFG
72
Nations Financial Group
Iowa
-$520K -8,600 Closed
OP
73
ORG Partners
Indiana
-$343K -5,672 Closed
LJAC
74
L.J. Altfest & Co
New York
-$270K -4,459 Closed
SW
75
Simplicity Wealth
New Jersey
-$214K -3,531 Closed

WDIV Hedge Fund Activity: Q1 2024 in Review

69 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Dividend ETF (WDIV) for Q1 2024, worth a combined $88.7M — down 25% from $118M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of WDIV and 5 opened new positions — a net loss of 5 holders — while 34 trimmed existing stakes and 15 added.

The largest buyer was Savoie Capital, opening a new position worth an estimated $4.39M. The largest seller was Jane Street, cutting an estimated $17.1M.

  • 69 institutional investors held State Street SPDR S&P Global Dividend ETF (WDIV) as of Q1 2024, down from 75 in Q4 2023.
  • Funds reported $88.7M of State Street SPDR S&P Global Dividend ETF stock for Q1 2024, down 25% quarter-over-quarter.
  • 5 funds opened new State Street SPDR S&P Global Dividend ETF positions in Q1 2024 and 10 closed out, a net change of -5 holders.
  • The largest State Street SPDR S&P Global Dividend ETF buyer in Q1 2024 was Savoie Capital, an estimated $4.39M added.
  • The largest State Street SPDR S&P Global Dividend ETF seller in Q1 2024 was Jane Street, an estimated $17.1M sold.

Based on aggregated 13F filings for Q1 2024.