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State Street SPDR S&P Global Dividend ETF

70 hedge funds and large institutions have $81.7M invested in State Street SPDR S&P Global Dividend ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

1% more funds holding

Funds holding: 6970 (+1)

8% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 24

2% less ownership

Funds ownership: 44.16%42.16% (-2%)

8% less capital invested

Capital invested by funds: $88.7M → $81.7M (-$6.97M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
70
Holders Change
+1
Holders Change %
+1.45%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
22
Reduced
24
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
51
NewEdge Advisors
Louisiana
$43.4K -$1.15M -19,134 -96%
HIA
52
Harbor Investment Advisory
Maryland
$36.4K
Fidelity Investments
53
Fidelity Investments
Massachusetts
$27.2K +$8.68K +145 +46%
HGERS
54
Householder Group Estate & Retirement Specialist
Arizona
$20K +$419 +7 +2%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$19.2K
BWP
56
Baldwin Wealth Partners
Massachusetts
$17.7K -$7.91K -132 -31%
FDCDDQ
57
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.7K
CIAS
58
Capital Investment Advisory Services
North Carolina
$14.8K
PTC
59
Private Trust Company
Ohio
$13.9K
T
60
Tidemark
California
$13.2K -$29.9K -500 -69%
GRP
61
Global Retirement Partners
California
$12.7K +$240 +4 +2%
JP Morgan Chase
62
JP Morgan Chase
New York
$9.34K -$4.13K -69 -30%
TWC
63
TD Waterhouse Canada
Ontario, Canada
$8.9K
FWP
64
FAS Wealth Partners
Kansas
$7.03K
GI
65
Gradient Investments
Minnesota
$6.97K +$7.07K +118 New
National Bank of Canada
66
National Bank of Canada
Quebec, Canada
$6.04K
MFA
67
McClarren Financial Advisors
Pennsylvania
$1K +$2.34K +39 +195%
GWSG
68
GPS Wealth Strategies Group
Colorado
$845 +$838 +14 New
CA
69
Continuum Advisory
Idaho
$355 +$359 +6 New
Wells Fargo
70
Wells Fargo
California
$32 +$60 +1 New
OMC
71
Old Mission Capital
Illinois
-$523K -8,717 Closed
AWA
72
Authentikos Wealth Advisory
California
-$444K -7,401 Closed
MIA
73
MMBG Investment Advisors
Florida
-$442K -7,375 Closed
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
-$390K -6,500 Closed
KFG
75
Kingdom Financial Group
Arizona
-$201K -3,358 Closed

WDIV Hedge Fund Activity: Q2 2024 in Review

70 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Dividend ETF (WDIV) for Q2 2024, worth a combined $81.7M — down 7.9% from $88.7M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new WDIV positions and 5 closed out — a net gain of 3 holders — while 22 added to existing stakes and 24 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $1.77M. The largest seller was Jane Street, cutting an estimated $1.55M.

  • 70 institutional investors held State Street SPDR S&P Global Dividend ETF (WDIV) as of Q2 2024, up from 69 in Q1 2024.
  • Funds reported $81.7M of State Street SPDR S&P Global Dividend ETF stock for Q2 2024, down 7.9% quarter-over-quarter.
  • 8 funds opened new State Street SPDR S&P Global Dividend ETF positions in Q2 2024 and 5 closed out, a net change of +3 holders.
  • The largest State Street SPDR S&P Global Dividend ETF buyer in Q2 2024 was Citadel Advisors, an estimated $1.77M added.
  • The largest State Street SPDR S&P Global Dividend ETF seller in Q2 2024 was Jane Street, an estimated $1.55M sold.

Based on aggregated 13F filings for Q2 2024.