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State Street SPDR S&P Global Dividend ETF

71 hedge funds and large institutions have $82.2M invested in State Street SPDR S&P Global Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

3% more funds holding

Funds holding: 6971 (+2)

2.06% more ownership

Funds ownership: 41.35%43.41% (+2.1%)

4% less capital invested

Capital invested by funds: $85.5M → $82.2M (-$3.25M)

27% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 26

Holders
71
Holders Change
+2
Holders Change %
+2.9%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
19
Reduced
26
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIA
51
Harbor Investment Advisory
Maryland
$35.1K
HGERS
52
Householder Group Estate & Retirement Specialist
Arizona
$21K +$260 +4 +1%
FDCDDQ
53
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18.6K
Fidelity Investments
54
Fidelity Investments
Massachusetts
$15.6K
SS
55
SBI Securities
Japan
$15.1K +$15.9K +244 New
PTC
56
Private Trust Company
Ohio
$14.6K
T
57
Tidemark
California
$13.8K
GRP
58
Global Retirement Partners
California
$13.6K +$195 +3 +1%
Jones Financial Companies
59
Jones Financial Companies
Missouri
$12.3K +$3.25K +50 +34%
JP Morgan Chase
60
JP Morgan Chase
New York
$9.81K -$7.47K -115 -42%
National Bank of Canada
61
National Bank of Canada
Quebec, Canada
$8.94K +$2.73K +42 +41%
FWP
62
FAS Wealth Partners
Kansas
$7.41K
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$7.02K
MWA
64
Medallion Wealth Advisors
Connecticut
$6.51K +$6.5K +100 New
GWSG
65
GPS Wealth Strategies Group
Colorado
$5.61K +$65 +1 +1%
NA
66
NewEdge Advisors
Louisiana
$4.22K -$37.9K -584 -90%
NMG
67
New Millennium Group
Utah
$1.61K +$1.69K +26 New
SCM
68
Sterling Capital Management
North Carolina
$1.18K -$65 -1 -5%
MFA
69
McClarren Financial Advisors
Pennsylvania
$1K -$2.99K -46 -70%
AssetMark Inc
70
AssetMark Inc
California
$62 -$1.4M -21,566 -100%
TRCT
71
Tower Research Capital (TRC)
New York
$62 +$65 +1 New
Wells Fargo
72
Wells Fargo
California
$24
SW
73
Simplicity Wealth
New Jersey
-$398K -5,964 Closed
CAG
74
Csenge Advisory Group
Florida
-$258K -3,902 Closed
PAG
75
Private Advisor Group
New Jersey
-$238K -3,575 Closed

WDIV Hedge Fund Activity: Q4 2024 in Review

71 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Dividend ETF (WDIV) for Q4 2024, worth a combined $82.2M — down 3.8% from $85.5M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new WDIV positions and 10 closed out — a net gain of 3 holders — while 19 added to existing stakes and 26 trimmed.

The largest buyer was B.O.S.S. Retirement Advisors, adding an estimated $2.14M. The largest seller was AssetMark Inc, cutting an estimated $1.4M.

  • 71 institutional investors held State Street SPDR S&P Global Dividend ETF (WDIV) as of Q4 2024, up from 69 in Q3 2024.
  • Funds reported $82.2M of State Street SPDR S&P Global Dividend ETF stock for Q4 2024, down 3.8% quarter-over-quarter.
  • 13 funds opened new State Street SPDR S&P Global Dividend ETF positions in Q4 2024 and 10 closed out, a net change of +3 holders.
  • The largest State Street SPDR S&P Global Dividend ETF buyer in Q4 2024 was B.O.S.S. Retirement Advisors, an estimated $2.14M added.
  • The largest State Street SPDR S&P Global Dividend ETF seller in Q4 2024 was AssetMark Inc, an estimated $1.4M sold.

Based on aggregated 13F filings for Q4 2024.