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State Street SPDR S&P Global Dividend ETF

69 hedge funds and large institutions have $85.5M invested in State Street SPDR S&P Global Dividend ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $81.7M → $85.5M (+$3.72M)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

0.81% less ownership

Funds ownership: 42.16%41.35% (-0.81%)

1% less funds holding

Funds holding: 7069 (-1)

47% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 30

Holders
69
Holders Change
-1
Holders Change %
-1.43%
% of All Funds
0.99%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
16
Reduced
30
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$22.2M +$376K +5,943 +2%
Bank of America
2
Bank of America
North Carolina
$7.82M +$294K +4,636 +4%
LPL Financial
3
LPL Financial
California
$6.76M -$352K -5,563 -5%
Ameriprise
4
Ameriprise
Minnesota
$6.22M +$5.95K +94 +0.1%
SC
5
Savoie Capital
Illinois
$4.95M
Corient Private Wealth
6
Corient Private Wealth
Florida
$4.17M -$432K -6,814 -10%
Morgan Stanley
7
Morgan Stanley
New York
$4.11M -$49.9K -788 -1%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$2.68M -$940K -14,840 -27%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.41M -$122K -1,928 -5%
WANY
10
Wealthspire Advisors (New York)
New York
$2.33M
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$2.09M -$1.11M -17,584 -36%
PP
12
Prudential plc
United Kingdom
$1.64M +$659K +10,410 +74%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.5M -$116K -1,825 -7%
SFA
14
Seneca Financial Advisors
New York
$1.47M -$97.5K -1,539 -7%
AssetMark Inc
15
AssetMark Inc
California
$1.44M -$1.76M -27,789 -56%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$1.28M -$22.8K -360 -2%
WP
17
WealthShield Partners
North Carolina
$1.12M +$39.7K +627 +4%
Truist Financial
18
Truist Financial
North Carolina
$1.04M -$136K -2,154 -12%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$1.01M +$245K +3,866 +34%
Citigroup
20
Citigroup
New York
$808K -$4.05K -64 -0.5%
Jane Street
21
Jane Street
New York
$619K -$346K -5,457 -37%
AAS
22
Avantax Advisory Services
Texas
$615K -$42.9K -678 -7%
CS
23
Crescent Sterling
Louisiana
$543K -$23.6K -372 -4%
AWA
24
Authentikos Wealth Advisory
California
$538K +$511K +8,074 New
VFPW
25
Vantage Financial Partners (Wisconsin)
Wisconsin
$481K -$5.89K -93 -1%

WDIV Hedge Fund Activity: Q3 2024 in Review

69 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Dividend ETF (WDIV) for Q3 2024, worth a combined $85.5M — up 4.5% from $81.7M a quarter earlier.

Fund positioning in WDIV was balanced in Q3 2024: 8 funds opened new positions, 8 closed out, 16 added to existing stakes and 30 trimmed.

The largest buyer was Prudential plc, adding an estimated $659K. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.27M sold.

  • 69 institutional investors held State Street SPDR S&P Global Dividend ETF (WDIV) as of Q3 2024, down from 70 in Q2 2024.
  • Funds reported $85.5M of State Street SPDR S&P Global Dividend ETF stock for Q3 2024, up 4.5% quarter-over-quarter.
  • 8 funds opened new State Street SPDR S&P Global Dividend ETF positions in Q3 2024 and 8 closed out, a net change of 0 holders.
  • The largest State Street SPDR S&P Global Dividend ETF buyer in Q3 2024 was Prudential plc, an estimated $659K added.
  • The largest State Street SPDR S&P Global Dividend ETF seller in Q3 2024 was Citadel Advisors, an estimated $2.27M sold.

Based on aggregated 13F filings for Q3 2024.