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State Street SPDR S&P Global Dividend ETF

69 hedge funds and large institutions have $88.7M invested in State Street SPDR S&P Global Dividend ETF in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 34 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less funds holding

Funds holding: 7569 (-6)

10.05% less ownership

Funds ownership: 54.21%44.16% (-10%)

25% less capital invested

Capital invested by funds: $118M → $88.7M (-$29.6M)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

56% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 34

Holders
69
Holders Change
-6
Holders Change %
-8%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
15
Reduced
34
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$18.5M -$8.03M -135,683 -31%
Bank of America
2
Bank of America
North Carolina
$6.84M -$217K -3,663 -3%
LPL Financial
3
LPL Financial
California
$6.34M +$120K +2,029 +2%
Ameriprise
4
Ameriprise
Minnesota
$6.1M -$229K -3,866 -4%
MI
5
Mango Investments
Colorado
$4.45M
SC
6
Savoie Capital
Illinois
$4.45M +$4.39M +74,195 New
Corient Private Wealth
7
Corient Private Wealth
Florida
$4.31M -$254K -4,296 -6%
Morgan Stanley
8
Morgan Stanley
New York
$3.78M -$3.5M -59,102 -48%
AssetMark Inc
9
AssetMark Inc
California
$3.03M +$409K +6,916 +16%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$2.9M -$522K -8,817 -15%
Jane Street
11
Jane Street
New York
$2.43M -$17.1M -288,477 -88%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.14M -$945K -15,955 -31%
WANY
13
Wealthspire Advisors (New York)
New York
$2.1M
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$2.07M +$763K +12,883 +60%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.45M +$318K +5,363 +28%
SFA
16
Seneca Financial Advisors
New York
$1.4M -$147K -2,481 -10%
NA
17
NewEdge Advisors
Louisiana
$1.19M -$491K -8,287 -29%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$1.17M -$213K -3,597 -16%
Truist Financial
19
Truist Financial
North Carolina
$1.15M +$353K +5,965 +45%
WP
20
WealthShield Partners
North Carolina
$947K +$27.5K +464 +3%
PP
21
Prudential plc
United Kingdom
$935K -$163K -2,754 -15%
NP
22
NorthRock Partners
Minnesota
$806K -$290K -4,891 -27%
Citigroup
23
Citigroup
New York
$691K -$15.9K -269 -2%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$658K +$108K +1,830 +20%
AAS
25
Avantax Advisory Services
Texas
$594K -$65.8K -1,112 -10%

WDIV Hedge Fund Activity: Q1 2024 in Review

69 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Dividend ETF (WDIV) for Q1 2024, worth a combined $88.7M — down 25% from $118M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of WDIV and 5 opened new positions — a net loss of 5 holders — while 34 trimmed existing stakes and 15 added.

The largest buyer was Savoie Capital, opening a new position worth an estimated $4.39M. The largest seller was Jane Street, cutting an estimated $17.1M.

  • 69 institutional investors held State Street SPDR S&P Global Dividend ETF (WDIV) as of Q1 2024, down from 75 in Q4 2023.
  • Funds reported $88.7M of State Street SPDR S&P Global Dividend ETF stock for Q1 2024, down 25% quarter-over-quarter.
  • 5 funds opened new State Street SPDR S&P Global Dividend ETF positions in Q1 2024 and 10 closed out, a net change of -5 holders.
  • The largest State Street SPDR S&P Global Dividend ETF buyer in Q1 2024 was Savoie Capital, an estimated $4.39M added.
  • The largest State Street SPDR S&P Global Dividend ETF seller in Q1 2024 was Jane Street, an estimated $17.1M sold.

Based on aggregated 13F filings for Q1 2024.