State Street SPDR S&P Global Dividend ETF
WDIV
72 hedge funds and large institutions have $99M invested in State Street SPDR S&P Global Dividend ETF in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 15 reducing their positions, and 7 closing their positions.
93% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 15
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
6% more funds holding
Funds holding: 68 → 72 (+4)
5% more capital invested
Capital invested by funds: $94.1M → $99M (+$4.94M)
2.78% more ownership
Funds ownership: 39.07% → 41.85% (+2.8%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$1.3M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$911K |
| 3 |
LPL Financial
San Diego,
California
|
+$900K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$900K |
| 5 |
Morgan Stanley
New York
|
+$690K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.96M |
| 2 |
SFA
Seneca Financial Advisors
Rochester,
New York
|
-$527K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$472K |
| 4 |
FHA
Flagship Harbor Advisors
Boston,
Massachusetts
|
-$449K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$293K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Rockefeller Capital Management
New York
| – | -$95K | -1,618 | Closed |
|
|
MCC
77
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$34K | -579 | Closed |
|
|
RFS
78
Retirement Financial Solutions
Knoxville,
Tennessee
| – | -$10.5K | -179 | Closed |
|
|
GI
79
Gradient Investments
Arden Hills,
Minnesota
| – | -$8.39K | -143 | Closed |
|
80
Fidelity Investments
Boston,
Massachusetts
| – | -$117 | -2 | Closed |
|
WDIV Hedge Fund Activity: Q1 2023 in Review
72 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Dividend ETF (WDIV) for Q1 2023, worth a combined $99M — up 5.3% from $94.1M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new WDIV positions and 7 closed out — a net gain of 5 holders — while 29 added to existing stakes and 15 trimmed.
The largest buyer was Bank of Montreal, opening a new position worth an estimated $1.3M. The largest seller was Ameriprise, cutting an estimated $1.96M.
- 72 institutional investors held State Street SPDR S&P Global Dividend ETF (WDIV) as of Q1 2023, up from 68 in Q4 2022.
- Funds reported $99M of State Street SPDR S&P Global Dividend ETF stock for Q1 2023, up 5.3% quarter-over-quarter.
- 12 funds opened new State Street SPDR S&P Global Dividend ETF positions in Q1 2023 and 7 closed out, a net change of +5 holders.
- The largest State Street SPDR S&P Global Dividend ETF buyer in Q1 2023 was Bank of Montreal, an estimated $1.3M added.
- The largest State Street SPDR S&P Global Dividend ETF seller in Q1 2023 was Ameriprise, an estimated $1.96M sold.
Based on aggregated 13F filings for Q1 2023.