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State Street SPDR S&P Global Dividend ETF

70 hedge funds and large institutions have $81.7M invested in State Street SPDR S&P Global Dividend ETF in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

1% more funds holding

Funds holding: 6970 (+1)

8% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 24

2% less ownership

Funds ownership: 44.16%42.16% (-2%)

8% less capital invested

Capital invested by funds: $88.7M → $81.7M (-$6.97M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
70
Holders Change
+1
Holders Change %
+1.45%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
22
Reduced
24
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$19.3M +$1.1M +18,299 +6%
Bank of America
2
Bank of America
North Carolina
$6.66M -$83.1K -1,387 -1%
LPL Financial
3
LPL Financial
California
$6.32M +$73.3K +1,224 +1%
Ameriprise
4
Ameriprise
Minnesota
$5.51M -$521K -8,697 -9%
SC
5
Savoie Capital
Illinois
$4.39M
Corient Private Wealth
6
Corient Private Wealth
Florida
$4.1M -$152K -2,532 -4%
Morgan Stanley
7
Morgan Stanley
New York
$3.69M -$35.9K -600 -1%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$3.25M +$1.23M +20,535 +60%
AssetMark Inc
9
AssetMark Inc
California
$2.92M -$71.5K -1,193 -2%
Wealth Enhancement Advisory Services
10
Wealth Enhancement Advisory Services
Minnesota
$2.89M +$38.8K +647 +1%
Citadel Advisors
11
Citadel Advisors
Florida
$2.27M +$1.77M +29,494 +333%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.25M +$141K +2,347 +7%
WANY
13
Wealthspire Advisors (New York)
New York
$2.07M
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.44M +$9.46K +158 +0.7%
SFA
15
Seneca Financial Advisors
New York
$1.4M +$19.4K +324 +1%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$1.16M +$6.65K +111 +0.6%
Truist Financial
17
Truist Financial
North Carolina
$1.05M -$83.4K -1,392 -7%
WP
18
WealthShield Partners
North Carolina
$959K +$25.8K +431 +3%
Jane Street
19
Jane Street
New York
$871K -$1.55M -25,813 -64%
PP
20
Prudential plc
United Kingdom
$834K -$88K -1,470 -9%
Citigroup
21
Citigroup
New York
$720K +$39.9K +666 +6%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$667K +$19.5K +326 +3%
AAS
23
Avantax Advisory Services
Texas
$586K
CS
24
Crescent Sterling
Louisiana
$504K -$18.1K -302 -3%
VFPW
25
Vantage Financial Partners (Wisconsin)
Wisconsin
$432K -$99.4K -1,660 -19%

WDIV Hedge Fund Activity: Q2 2024 in Review

70 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Dividend ETF (WDIV) for Q2 2024, worth a combined $81.7M — down 7.9% from $88.7M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new WDIV positions and 5 closed out — a net gain of 3 holders — while 22 added to existing stakes and 24 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $1.77M. The largest seller was Jane Street, cutting an estimated $1.55M.

  • 70 institutional investors held State Street SPDR S&P Global Dividend ETF (WDIV) as of Q2 2024, up from 69 in Q1 2024.
  • Funds reported $81.7M of State Street SPDR S&P Global Dividend ETF stock for Q2 2024, down 7.9% quarter-over-quarter.
  • 8 funds opened new State Street SPDR S&P Global Dividend ETF positions in Q2 2024 and 5 closed out, a net change of +3 holders.
  • The largest State Street SPDR S&P Global Dividend ETF buyer in Q2 2024 was Citadel Advisors, an estimated $1.77M added.
  • The largest State Street SPDR S&P Global Dividend ETF seller in Q2 2024 was Jane Street, an estimated $1.55M sold.

Based on aggregated 13F filings for Q2 2024.