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State Street SPDR S&P Global Dividend ETF

61 hedge funds and large institutions have $111M invested in State Street SPDR S&P Global Dividend ETF in 2022 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 16

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

0% more funds holding

Funds holding: 6161 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6.46% less ownership

Funds ownership: 50.41%43.95% (-6.5%)

22% less capital invested

Capital invested by funds: $142M → $111M (-$30.9M)

Holders
61
Holders Change
Holders Change %
0%
% of All Funds
1.03%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
8
Increased
21
Reduced
16
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$21.4M +$2.64M +40,560 +13%
LPL Financial
2
LPL Financial
California
$20.5M +$825K +12,665 +4%
Ameriprise
3
Ameriprise
Minnesota
$10.8M -$109K -1,676 -1%
State Street
4
State Street
Massachusetts
$8.24M
Morgan Stanley
5
Morgan Stanley
New York
$7.08M -$692K -10,625 -8%
Bank of America
6
Bank of America
North Carolina
$6.49M +$2.56M +39,258 +60%
IWA
7
Intercontinental Wealth Advisors
Texas
$5.64M +$10.4K +160 +0.2%
SFA
8
Seneca Financial Advisors
New York
$5.19M -$648K -9,945 -11%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$3.88M +$599K +9,197 +17%
UBS Group
10
UBS Group
Switzerland
$2.83M +$77.8K +1,194 +3%
WANY
11
Wealthspire Advisors (New York)
New York
$2.16M +$2.28M +35,000 New
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$2.05M +$55.1K +846 +3%
AssetMark Inc
13
AssetMark Inc
California
$1.99M -$78K -1,198 -4%
SS
14
Simplicity Solutions
Minnesota
$1.5M +$1.58M +24,318 New
AAS
15
Avantax Advisory Services
Texas
$990K -$45K -690 -4%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$911K +$25.5K +391 +3%
QA
17
Quantitative Advantage
Minnesota
$671K +$709K +10,883 New
NA
18
NewEdge Advisors
Louisiana
$650K +$687K +10,539 New
PP
19
Prudential plc
United Kingdom
$589K -$9.77K -150 -2%
BDWM
20
Brewin Dolphin Wealth Management
Ireland
$587K
FCH
21
Freestone Capital Holdings
Washington
$576K -$246K -3,778 -29%
PAG
22
Private Advisor Group
New Jersey
$556K +$144K +2,217 +33%
WP
23
WealthShield Partners
North Carolina
$547K +$36.3K +557 +7%
Osaic Holdings
24
Osaic Holdings
Arizona
$516K -$17K -261 -3%
MML Investors Services
25
MML Investors Services
Massachusetts
$464K -$135K -2,075 -22%

WDIV Hedge Fund Activity: Q2 2022 in Review

61 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Dividend ETF (WDIV) for Q2 2022, worth a combined $111M — down 22% from $142M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new WDIV positions and 7 closed out — a net gain of 1 holder — while 21 added to existing stakes and 16 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $2.64M. The largest seller was Jane Street, exiting entirely with an estimated $22.9M sold.

  • 61 institutional investors held State Street SPDR S&P Global Dividend ETF (WDIV) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $111M of State Street SPDR S&P Global Dividend ETF stock for Q2 2022, down 22% quarter-over-quarter.
  • 8 funds opened new State Street SPDR S&P Global Dividend ETF positions in Q2 2022 and 7 closed out, a net change of +1 holder.
  • The largest State Street SPDR S&P Global Dividend ETF buyer in Q2 2022 was AE Wealth Management, an estimated $2.64M added.
  • The largest State Street SPDR S&P Global Dividend ETF seller in Q2 2022 was Jane Street, an estimated $22.9M sold.

Based on aggregated 13F filings for Q2 2022.