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State Street SPDR S&P Global Dividend ETF

68 hedge funds and large institutions have $93.1M invested in State Street SPDR S&P Global Dividend ETF in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

1% more funds holding

Funds holding: 6768 (+1)

1.13% more ownership

Funds ownership: 42.59%43.72% (+1.1%)

4% less capital invested

Capital invested by funds: $96.6M → $93.1M (-$3.49M)

13% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 24

Holders
68
Holders Change
+1
Holders Change %
+1.49%
% of All Funds
1.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
21
Reduced
24
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 +$316K +5,507 +1%
State Street
2
State Street
Massachusetts
$7.29M
Ameriprise
3
Ameriprise
Minnesota
$7.28M +$2.24M +39,116 +42%
Bank of America
4
Bank of America
North Carolina
$6.75M +$501K +8,733 +8%
Jane Street
5
Jane Street
New York
$4.82M +$2.21M +38,530 +77%
Corient Private Wealth
6
Corient Private Wealth
Florida
$4.78M +$5.02M +87,532 New
LPL Financial
7
LPL Financial
California
$4.63M +$656K +11,439 +16%
Morgan Stanley
8
Morgan Stanley
New York
$3.55M -$235K -4,104 -6%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$2.64M +$2.78M +48,369 New
AssetMark Inc
10
AssetMark Inc
California
$2.43M -$42.1K -733 -2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.93M -$2.73M -47,605 -57%
WANY
12
Wealthspire Advisors (New York)
New York
$1.91M
SFA
13
Seneca Financial Advisors
New York
$1.73M -$106K -1,839 -5%
NA
14
NewEdge Advisors
Louisiana
$1.67M +$57.4K +1,000 +3%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$1.53M -$68.6K -1,195 -4%
BOSSRA
16
B.O.S.S. Retirement Advisors
Utah
$1.29M +$111K +1,934 +9%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$922K -$264K -4,606 -21%
WP
18
WealthShield Partners
North Carolina
$820K +$30.2K +526 +4%
UBS Group
19
UBS Group
Switzerland
$818K +$23.5K +410 +3%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$736K -$99K -1,726 -11%
Citigroup
21
Citigroup
New York
$657K +$2.87K +50 +0.4%
AAS
22
Avantax Advisory Services
Texas
$623K -$11.5K -200 -2%
Citadel Advisors
23
Citadel Advisors
Florida
$619K -$2.54M -44,287 -80%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$609K +$640K +11,160 New
Truist Financial
25
Truist Financial
North Carolina
$575K +$52.4K +914 +9%

WDIV Hedge Fund Activity: Q3 2023 in Review

68 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Dividend ETF (WDIV) for Q3 2023, worth a combined $93.1M — down 3.6% from $96.6M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new WDIV positions and 8 closed out — a net gain of 2 holders — while 21 added to existing stakes and 24 trimmed.

The largest buyer was Corient Private Wealth, opening a new position worth an estimated $5.02M. The largest seller was Royal Bank of Canada, cutting an estimated $2.73M.

  • 68 institutional investors held State Street SPDR S&P Global Dividend ETF (WDIV) as of Q3 2023, up from 67 in Q2 2023.
  • Funds reported $93.1M of State Street SPDR S&P Global Dividend ETF stock for Q3 2023, down 3.6% quarter-over-quarter.
  • 10 funds opened new State Street SPDR S&P Global Dividend ETF positions in Q3 2023 and 8 closed out, a net change of +2 holders.
  • The largest State Street SPDR S&P Global Dividend ETF buyer in Q3 2023 was Corient Private Wealth, an estimated $5.02M added.
  • The largest State Street SPDR S&P Global Dividend ETF seller in Q3 2023 was Royal Bank of Canada, an estimated $2.73M sold.

Based on aggregated 13F filings for Q3 2023.