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State Street SPDR S&P Global Dividend ETF

7 hedge funds and large institutions have $3.6M invested in State Street SPDR S&P Global Dividend ETF in 2013 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding

Funds holding: 57 (+2)

33% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 3

54% less capital invested

Capital invested by funds: $7.84M → $3.6M (-$4.24M)

86.83% less ownership

Funds ownership: 123.77%36.94% (-87%)

Holders
7
Holders Change
+2
Holders Change %
+40%
% of All Funds
0.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
2
Reduced
3
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$1.15M -$2.08M -32,280 -65%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.03M -$2.78M -43,160 -73%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$594K +$89.8K +1,395 +18%
TCM
4
TD Capital Management
Tennessee
$408K -$23.6K -366 -6%
Morgan Stanley
5
Morgan Stanley
New York
$331K +$328K +5,099 New
Bank of America
6
Bank of America
North Carolina
$51K +$29K +451 +135%
WEC
7
Winslow Evans & Crocker
Massachusetts
$32K +$32.2K +500 New

WDIV Hedge Fund Activity: Q4 2013 in Review

7 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Dividend ETF (WDIV) for Q4 2013, worth a combined $3.6M — down 54% from $7.84M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new WDIV positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 3 trimmed.

The largest buyer was Morgan Stanley, opening a new position worth an estimated $328K. The largest seller was Royal Bank of Canada, cutting an estimated $2.78M.

  • 7 institutional investors held State Street SPDR S&P Global Dividend ETF (WDIV) as of Q4 2013, up from 5 in Q3 2013.
  • Funds reported $3.6M of State Street SPDR S&P Global Dividend ETF stock for Q4 2013, down 54% quarter-over-quarter.
  • 2 funds opened new State Street SPDR S&P Global Dividend ETF positions in Q4 2013 and 0 closed out, a net change of +2 holders.
  • The largest State Street SPDR S&P Global Dividend ETF buyer in Q4 2013 was Morgan Stanley, an estimated $328K added.
  • The largest State Street SPDR S&P Global Dividend ETF seller in Q4 2013 was Royal Bank of Canada, an estimated $2.78M sold.

Based on aggregated 13F filings for Q4 2013.