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State Street SPDR S&P Global Dividend ETF

33 hedge funds and large institutions have $62.1M invested in State Street SPDR S&P Global Dividend ETF in 2017 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

10% more capital invested

Capital invested by funds: $56.5M → $62.1M (+$5.57M)

6% more funds holding

Funds holding: 3133 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.43% less ownership

Funds ownership: 38.76%37.33% (-1.4%)

Holders
33
Holders Change
+2
Holders Change %
+6.45%
% of All Funds
0.82%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
15
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$21.6M +$10.2M +151,540 +91%
Morgan Stanley
2
Morgan Stanley
New York
$8.11M +$934K +13,861 +13%
Ameriprise
3
Ameriprise
Minnesota
$7.33M +$914K +13,573 +14%
UCFA
4
United Capital Financial Advisors
Texas
$5.18M +$454K +6,738 +10%
Bank of America
5
Bank of America
North Carolina
$2.94M +$22.4K +332 +0.8%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.65M +$105K +1,562 +4%
JP Morgan Chase
7
JP Morgan Chase
New York
$2.14M -$422K -6,259 -17%
SCM
8
Sterling Capital Management
North Carolina
$1.65M -$34.4K -510 -2%
Jane Street
9
Jane Street
New York
$1.63M +$1.62M +24,011 New
UBS Group
10
UBS Group
Switzerland
$1.15M -$614K -9,111 -35%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.14M -$104K -1,537 -8%
AIP
12
Ahrens Investment Partners
Louisiana
$968K -$94.3K -1,400 -9%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$868K +$251K +3,732 +41%
SC
14
Scotia Capital
Ontario, Canada
$714K -$11.1K -165 -2%
RJA
15
Raymond James & Associates
Florida
$707K +$67K +994 +11%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$498K +$229K +3,406 +87%
IWA
17
Intercontinental Wealth Advisors
Texas
$428K +$425K +6,304 New
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$408K -$18.8K -279 -4%
LPL Financial
19
LPL Financial
California
$291K -$43.9K -652 -13%
SAM
20
Sequent Asset Management
Texas
$285K +$18K +267 +7%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$239K +$6.33K +94 +3%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$232K -$5.05K -75 -2%
AFG
23
Albion Financial Group
Utah
$224K +$222K +3,300 New
PAG
24
Private Advisor Group
New Jersey
$222K +$221K +3,278 New
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$198K +$28.6K +424 +17%

WDIV Hedge Fund Activity: Q3 2017 in Review

33 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Dividend ETF (WDIV) for Q3 2017, worth a combined $62.1M — up 9.9% from $56.5M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new WDIV positions and 3 closed out — a net gain of 2 holders — while 15 added to existing stakes and 9 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $10.2M. The largest seller was Simplicity Solutions, exiting entirely with an estimated $9.77M sold.

  • 33 institutional investors held State Street SPDR S&P Global Dividend ETF (WDIV) as of Q3 2017, up from 31 in Q2 2017.
  • Funds reported $62.1M of State Street SPDR S&P Global Dividend ETF stock for Q3 2017, up 9.9% quarter-over-quarter.
  • 5 funds opened new State Street SPDR S&P Global Dividend ETF positions in Q3 2017 and 3 closed out, a net change of +2 holders.
  • The largest State Street SPDR S&P Global Dividend ETF buyer in Q3 2017 was AE Wealth Management, an estimated $10.2M added.
  • The largest State Street SPDR S&P Global Dividend ETF seller in Q3 2017 was Simplicity Solutions, an estimated $9.77M sold.

Based on aggregated 13F filings for Q3 2017.