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State Street SPDR S&P Global Dividend ETF

75 hedge funds and large institutions have $118M invested in State Street SPDR S&P Global Dividend ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 18 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 8

27% more capital invested

Capital invested by funds: $93.1M → $118M (+$25.2M)

10.49% more ownership

Funds ownership: 43.72%54.21% (+10%)

10% more funds holding

Funds holding: 6875 (+7)

36% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 28

Holders
75
Holders Change
+7
Holders Change %
+10.29%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
18
Reduced
28
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$26.5M +$179K +3,195 +0.7%
Jane Street
2
Jane Street
New York
$19.9M +$13.5M +240,741 +273%
Morgan Stanley
3
Morgan Stanley
New York
$7.39M +$3.21M +57,224 +88%
Bank of America
4
Bank of America
North Carolina
$7.12M -$335K -5,965 -5%
Ameriprise
5
Ameriprise
Minnesota
$6.4M -$1.54M -27,516 -21%
LPL Financial
6
LPL Financial
California
$6.27M +$1.06M +18,853 +22%
Corient Private Wealth
7
Corient Private Wealth
Florida
$4.6M -$640K -11,399 -13%
MI
8
Mango Investments
Colorado
$4.49M +$4.16M +74,195 New
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$3.45M +$490K +8,734 +18%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$3.13M +$917K +16,343 +46%
AssetMark Inc
11
AssetMark Inc
California
$2.64M -$53.8K -959 -2%
WANY
12
Wealthspire Advisors (New York)
New York
$2.12M
NA
13
NewEdge Advisors
Louisiana
$1.7M -$133K -2,368 -8%
BOSSRA
14
B.O.S.S. Retirement Advisors
Utah
$1.57M +$137K +2,434 +10%
SFA
15
Seneca Financial Advisors
New York
$1.56M -$331K -5,901 -19%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$1.4M -$276K -4,911 -18%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.31M +$586K +10,451 +94%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.14M +$110K +1,960 +12%
PP
19
Prudential plc
United Kingdom
$1.11M +$484K +8,630 +89%
NP
20
NorthRock Partners
Minnesota
$1.11M +$1.03M +18,334 New
WP
21
WealthShield Partners
North Carolina
$927K +$17.5K +312 +2%
UBS Group
22
UBS Group
Switzerland
$879K -$25.2K -450 -3%
Truist Financial
23
Truist Financial
North Carolina
$800K +$151K +2,684 +25%
Citigroup
24
Citigroup
New York
$713K -$14K -249 -2%
AAS
25
Avantax Advisory Services
Texas
$666K -$22.4K -400 -4%

WDIV Hedge Fund Activity: Q4 2023 in Review

75 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Dividend ETF (WDIV) for Q4 2023, worth a combined $118M — up 27% from $93.1M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new WDIV positions and 8 closed out — a net gain of 7 holders — while 18 added to existing stakes and 28 trimmed.

The largest buyer was Jane Street, adding an estimated $13.5M. The largest seller was State Street, exiting entirely with an estimated $7.29M sold.

  • 75 institutional investors held State Street SPDR S&P Global Dividend ETF (WDIV) as of Q4 2023, up from 68 in Q3 2023.
  • Funds reported $118M of State Street SPDR S&P Global Dividend ETF stock for Q4 2023, up 27% quarter-over-quarter.
  • 15 funds opened new State Street SPDR S&P Global Dividend ETF positions in Q4 2023 and 8 closed out, a net change of +7 holders.
  • The largest State Street SPDR S&P Global Dividend ETF buyer in Q4 2023 was Jane Street, an estimated $13.5M added.
  • The largest State Street SPDR S&P Global Dividend ETF seller in Q4 2023 was State Street, an estimated $7.29M sold.

Based on aggregated 13F filings for Q4 2023.