State Street SPDR S&P Global Dividend ETF
WDIV
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.
30% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 10
3% more funds holding
Funds holding: 69 → 71 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BOSSRA
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
+$2.14M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.11M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$784K |
| 4 |
Morgan Stanley
New York
|
+$612K |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$354K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
-$1.4M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.12M |
| 3 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$398K |
| 4 |
Jane Street
New York
|
-$347K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$341K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NP
76
NorthRock Partners
Minneapolis,
Minnesota
| – | -$143K | -2,146 | Closed |
|
|
BWP
77
Baldwin Wealth Partners
Marion,
Massachusetts
| – | -$20K | -300 | Closed |
|
|
CIAS
78
Capital Investment Advisory Services
Raleigh,
North Carolina
| – | -$16.7K | -250 | Closed |
|
|
TWC
79
TD Waterhouse Canada
Toronto,
Ontario, Canada
| – | -$9.99K | -150 | Closed |
|
80
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$6.47K | -97 | Closed |
|
|
LIS
81
Legacy Investment Solutions
Meridian,
Idaho
| – | -$2.9K | -45 | Closed |
|
|
LWMI
82
Legacy Wealth Management (Idaho)
Boise,
Idaho
| – | -$2.9K | -45 | 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.