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State Street SPDR S&P Global Dividend ETF

52 hedge funds and large institutions have $175M invested in State Street SPDR S&P Global Dividend ETF in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

33% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 15

33% more capital invested

Capital invested by funds: $131M → $175M (+$43.5M)

16.01% more ownership

Funds ownership: 53.44%69.46% (+16%)

8% more funds holding

Funds holding: 4852 (+4)

Holders
52
Holders Change
+4
Holders Change %
+8.33%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
20
Reduced
15
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
1
Ameriprise
Minnesota
$36.4M +$18.7M +278,321 +107%
AWM
2
AE Wealth Management
Kansas
$35.7M +$18.6M +276,259 +110%
SS
3
Simplicity Solutions
Minnesota
$33.2M +$16.3M +242,206 +97%
Morgan Stanley
4
Morgan Stanley
New York
$22.4M +$36.5K +543 +0.2%
State Street
5
State Street
Massachusetts
$9.01M +$2.3M +34,200 +34%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$4.27M +$175K +2,597 +4%
UCFA
7
United Capital Financial Advisors
Texas
$4.17M -$322K -4,792 -7%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$2.71M -$80.6K -1,200 -3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.44M -$601K -8,943 -20%
Bank of America
10
Bank of America
North Carolina
$2.24M +$126K +1,872 +6%
MAFM
11
Mid Atlantic Financial Management
Pennsylvania
$2.1M +$1.06M +15,831 +104%
Citadel Advisors
12
Citadel Advisors
Florida
$2.09M +$2.08M +30,955 New
IWA
13
Intercontinental Wealth Advisors
Texas
$1.79M +$293K +4,360 +20%
AssetMark Inc
14
AssetMark Inc
California
$1.33M +$8.94K +133 +0.7%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$1.28M +$326K +4,850 +34%
GSWM
16
Golden State Wealth Management
California
$1.22M +$403K +5,994 +50%
SCM
17
Sterling Capital Management
North Carolina
$1.18M -$874 -13 -0.1%
Jane Street
18
Jane Street
New York
$1.04M +$1.04M +15,480 New
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$985K +$470 +7 +0%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$934K -$54.6K -813 -6%
BAM
21
Belpointe Asset Management
Nevada
$655K +$85.9K +1,278 +15%
AIP
22
Ahrens Investment Partners
Louisiana
$628K -$13.4K -200 -2%
LPL Financial
23
LPL Financial
California
$572K -$25.3K -377 -4%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$571K +$102K +1,517 +22%
UBS Group
25
UBS Group
Switzerland
$552K -$121K -1,795 -18%

WDIV Hedge Fund Activity: Q2 2019 in Review

52 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Dividend ETF (WDIV) for Q2 2019, worth a combined $175M — up 33% from $131M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new WDIV positions and 2 closed out — a net gain of 4 holders — while 20 added to existing stakes and 15 trimmed.

The largest buyer was Ameriprise, adding an estimated $18.7M. The largest seller was BB&T Securities, exiting entirely with an estimated $4.99M sold.

  • 52 institutional investors held State Street SPDR S&P Global Dividend ETF (WDIV) as of Q2 2019, up from 48 in Q1 2019.
  • Funds reported $175M of State Street SPDR S&P Global Dividend ETF stock for Q2 2019, up 33% quarter-over-quarter.
  • 6 funds opened new State Street SPDR S&P Global Dividend ETF positions in Q2 2019 and 2 closed out, a net change of +4 holders.
  • The largest State Street SPDR S&P Global Dividend ETF buyer in Q2 2019 was Ameriprise, an estimated $18.7M added.
  • The largest State Street SPDR S&P Global Dividend ETF seller in Q2 2019 was BB&T Securities, an estimated $4.99M sold.

Based on aggregated 13F filings for Q2 2019.