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State Street SPDR S&P Global Dividend ETF

68 hedge funds and large institutions have $94.1M invested in State Street SPDR S&P Global Dividend ETF in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 8

31% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 16

19% more funds holding

Funds holding: 5768 (+11)

0% less capital invested

Capital invested by funds: $94.2M → $94.1M (-$153K)

4.22% less ownership

Funds ownership: 43.29%39.07% (-4.2%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
68
Holders Change
+11
Holders Change %
+19.3%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
21
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$24.1M +$1.33M +23,327 +6%
Ameriprise
2
Ameriprise
Minnesota
$9.22M -$1.31M -22,950 -13%
State Street
3
State Street
Massachusetts
$7.84M
Bank of America
4
Bank of America
North Carolina
$6.36M +$386K +6,786 +7%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.13M +$396K +6,964 +9%
IWA
6
Intercontinental Wealth Advisors
Texas
$5.13M -$189K -3,327 -4%
Morgan Stanley
7
Morgan Stanley
New York
$4.47M -$1.4M -24,612 -24%
LPL Financial
8
LPL Financial
California
$4.03M +$883K +15,517 +29%
SFA
9
Seneca Financial Advisors
New York
$3.53M -$1.05M -18,386 -23%
Jane Street
10
Jane Street
New York
$2.83M -$11.9M -208,284 -81%
WANY
11
Wealthspire Advisors (New York)
New York
$2.05M
AssetMark Inc
12
AssetMark Inc
California
$1.73M +$14.9K +262 +0.9%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$1.33M -$579K -10,174 -31%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.3M +$16.4K +288 +1%
QA
15
Quantitative Advantage
Minnesota
$1.27M +$370K +6,498 +43%
BOSSRA
16
B.O.S.S. Retirement Advisors
Utah
$1.04M +$1.01M +17,701 New
UBS Group
17
UBS Group
Switzerland
$1.04M +$722K +12,695 +255%
RJA
18
Raymond James & Associates
Florida
$945K -$8.82K -155 -1%
AAS
19
Avantax Advisory Services
Texas
$825K -$89.9K -1,580 -10%
NA
20
NewEdge Advisors
Louisiana
$686K +$18.1K +319 +3%
WP
21
WealthShield Partners
North Carolina
$681K +$88.9K +1,563 +16%
CS
22
Crescent Sterling
Louisiana
$596K +$578K +10,163 New
PP
23
Prudential plc
United Kingdom
$543K +$4.55K +80 +0.9%
Osaic Holdings
24
Osaic Holdings
Arizona
$529K +$2.62K +46 +0.5%
NFG
25
Nations Financial Group
Iowa
$510K +$494K +8,687 New

WDIV Hedge Fund Activity: Q4 2022 in Review

68 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Dividend ETF (WDIV) for Q4 2022, worth a combined $94.1M — down 0.16% from $94.2M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new WDIV positions and 8 closed out — a net gain of 11 holders — while 21 added to existing stakes and 16 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $1.33M. The largest seller was Jane Street, cutting an estimated $11.9M.

  • 68 institutional investors held State Street SPDR S&P Global Dividend ETF (WDIV) as of Q4 2022, up from 57 in Q3 2022.
  • Funds reported $94.1M of State Street SPDR S&P Global Dividend ETF stock for Q4 2022, down 0.16% quarter-over-quarter.
  • 19 funds opened new State Street SPDR S&P Global Dividend ETF positions in Q4 2022 and 8 closed out, a net change of +11 holders.
  • The largest State Street SPDR S&P Global Dividend ETF buyer in Q4 2022 was AE Wealth Management, an estimated $1.33M added.
  • The largest State Street SPDR S&P Global Dividend ETF seller in Q4 2022 was Jane Street, an estimated $11.9M sold.

Based on aggregated 13F filings for Q4 2022.