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State Street SPDR S&P Global Dividend ETF

61 hedge funds and large institutions have $142M invested in State Street SPDR S&P Global Dividend ETF in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 16 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more capital invested

Capital invested by funds: $112M → $142M (+$30.6M)

11.55% more ownership

Funds ownership: 38.86%50.41% (+12%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less funds holding

Funds holding: 6361 (-2)

24% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 21

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
61
Holders Change
-2
Holders Change %
-3.17%
% of All Funds
0.96%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
2
Increased
16
Reduced
21
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$22.9M +$18.4M +273,714 +419%
LPL Financial
2
LPL Financial
California
$21.5M +$18.8M +279,915 +710%
AWM
3
AE Wealth Management
Kansas
$20.6M +$772K +11,498 +4%
Ameriprise
4
Ameriprise
Minnesota
$12M -$1.24M -18,464 -9%
State Street
5
State Street
Massachusetts
$9M
Morgan Stanley
6
Morgan Stanley
New York
$8.45M -$4.59M -68,350 -35%
SFA
7
Seneca Financial Advisors
New York
$6.34M -$173K -2,581 -3%
IWA
8
Intercontinental Wealth Advisors
Texas
$6.16M +$79.6K +1,185 +1%
OMC
9
Old Mission Capital
Illinois
$5.3M +$158K +2,351 +3%
Bank of America
10
Bank of America
North Carolina
$4.44M +$87.8K +1,307 +2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.62M +$1.7M +25,316 +89%
UBS Group
12
UBS Group
Switzerland
$3.01M +$2.75M +40,994 +1,130%
LWA
13
Lenox Wealth Advisors
New York
$2.37M
AssetMark Inc
14
AssetMark Inc
California
$2.26M -$64.7K -963 -3%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$2.18M -$3.24M -48,235 -60%
AAS
16
Avantax Advisory Services
Texas
$1.13M +$35.7K +531 +3%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$969K -$145K -2,153 -13%
FCH
18
Freestone Capital Holdings
Washington
$884K -$24.9K -370 -3%
PP
19
Prudential plc
United Kingdom
$653K
MML Investors Services
20
MML Investors Services
Massachusetts
$647K -$88.7K -1,321 -12%
BDWM
21
Brewin Dolphin Wealth Management
Ireland
$641K +$10.1K +150 +2%
Osaic Holdings
22
Osaic Holdings
Arizona
$582K +$79.9K +1,190 +16%
WP
23
WealthShield Partners
North Carolina
$560K +$558K +8,303 New
PAG
24
Private Advisor Group
New Jersey
$457K -$15.2K -227 -3%
BFEC
25
Benjamin F. Edwards & Company
Missouri
$440K +$98.7K +1,470 +29%

WDIV Hedge Fund Activity: Q1 2022 in Review

61 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Dividend ETF (WDIV) for Q1 2022, worth a combined $142M — up 27% from $112M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of WDIV and 2 opened new positions — a net loss of 2 holders — while 21 trimmed existing stakes and 16 added.

The largest buyer was LPL Financial, adding an estimated $18.8M. The largest seller was Morgan Stanley, cutting an estimated $4.59M.

  • 61 institutional investors held State Street SPDR S&P Global Dividend ETF (WDIV) as of Q1 2022, down from 63 in Q4 2021.
  • Funds reported $142M of State Street SPDR S&P Global Dividend ETF stock for Q1 2022, up 27% quarter-over-quarter.
  • 2 funds opened new State Street SPDR S&P Global Dividend ETF positions in Q1 2022 and 4 closed out, a net change of -2 holders.
  • The largest State Street SPDR S&P Global Dividend ETF buyer in Q1 2022 was LPL Financial, an estimated $18.8M added.
  • The largest State Street SPDR S&P Global Dividend ETF seller in Q1 2022 was Morgan Stanley, an estimated $4.59M sold.

Based on aggregated 13F filings for Q1 2022.