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SPDR S&P Global Dividend ETF
WDIV

Overview Fund Activity

41 hedge funds and large institutions have $110M invested in SPDR S&P Global Dividend ETF in 2018 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
41
Holders Change
+2
Holders Change %
+5.13%
% of All Funds
0.94%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
4
Increased
20
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$4.16M
2
SS
Simplicity Solutions
Minnesota
+$4.13M
3
AssetMark Inc
AssetMark Inc
California
+$1.9M
4
Morgan Stanley
Morgan Stanley
New York
+$1.28M
5
Jane Street
Jane Street
New York
+$1.06M

Top Sellers

1
UCFA
United Capital Financial Advisors
Texas
-$418K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$224K
3
SAM
Sequent Asset Management
Texas
-$211K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$139K
5
RJA
Raymond James & Associates
Florida
-$133K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1
AE Wealth Management
Kansas
$30.2M +$4.16M +60,429 +16%
SS
2
Simplicity Solutions
Minnesota
$27.8M +$4.13M +60,052 +17%
Morgan Stanley
3
Morgan Stanley
New York
$9.05M +$1.28M +18,612 +16%
Ameriprise
4
Ameriprise
Minnesota
$8.3M +$205K +3,016 +3%
UCFA
5
United Capital Financial Advisors
Texas
$4.92M -$418K -6,073 -8%
Bank of America
6
Bank of America
North Carolina
$3.11M +$223K +3,237 +8%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.77M -$224K -3,254 -7%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$2.74M +$446K +6,488 +19%
SP
9
SWS Partners
Ohio
$2.12M -$66.7K -984 -3%
AssetMark Inc
10
AssetMark Inc
California
$1.9M +$1.9M +27,641 New
Jane Street
11
Jane Street
New York
$1.9M +$1.06M +15,347 +125%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$1.8M +$457K +6,631 +34%
SCM
13
Sterling Capital Management
North Carolina
$1.71M -$31.6K -460 -2%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.24M +$1M +14,594 +421%
IWA
15
Intercontinental Wealth Advisors
Texas
$1.15M +$142K +2,063 +14%
UBS Group
16
UBS Group
Switzerland
$1.07M -$9.77K -142 -0.9%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$976K +$51K +742 +6%
AIP
18
Ahrens Investment Partners
Louisiana
$963K -$31K -450 -3%
SC
19
Scotia Capital
Ontario, Canada
$767K +$38.9K +570 +5%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$697K +$697K +10,284 New
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$601K +$54.6K +794 +10%
LPL Financial
22
LPL Financial
California
$525K +$199K +2,887 +61%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$509K -$6.88K -100 -1%
RJA
24
Raymond James & Associates
Florida
$489K -$133K -1,931 -21%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$407K +$154K +2,247 +61%
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