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State Street SPDR S&P Global Dividend ETF

71 hedge funds and large institutions have $82.2M invested in State Street SPDR S&P Global Dividend ETF in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

3% more funds holding

Funds holding: 6971 (+2)

2.06% more ownership

Funds ownership: 41.35%43.41% (+2.1%)

4% less capital invested

Capital invested by funds: $85.5M → $82.2M (-$3.25M)

27% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 26

Holders
71
Holders Change
+2
Holders Change %
+2.9%
% of All Funds
0.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
19
Reduced
26
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$21M +$354K +5,445 +2%
Bank of America
2
Bank of America
North Carolina
$7.17M -$114K -1,750 -1%
LPL Financial
3
LPL Financial
California
$6.5M +$214K +3,296 +3%
Ameriprise
4
Ameriprise
Minnesota
$5.97M +$181K +2,782 +3%
SC
5
Savoie Capital
Illinois
$4.61M
Morgan Stanley
6
Morgan Stanley
New York
$4.42M +$612K +9,414 +15%
Corient Private Wealth
7
Corient Private Wealth
Florida
$3.63M -$262K -4,031 -6%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.3M +$1.11M +17,007 +47%
BOSSRA
9
B.O.S.S. Retirement Advisors
Utah
$2.49M +$2.14M +32,983 +459%
WANY
10
Wealthspire Advisors (New York)
New York
$2.2M +$25K +385 +1%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$1.95M +$1.56K +24 +0.1%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.42M -$1.12M -17,285 -43%
SFA
13
Seneca Financial Advisors
New York
$1.38M +$10.3K +159 +0.7%
PP
14
Prudential plc
United Kingdom
$1.33M -$206K -3,170 -13%
Raymond James Financial
15
Raymond James Financial
Florida
$1.19M +$1.24M +19,157 New
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$1.15M -$44.4K -684 -4%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.07M -$341K -5,252 -23%
WP
18
WealthShield Partners
North Carolina
$1.07M +$27K +415 +2%
UBS Group
19
UBS Group
Switzerland
$1.05M +$784K +12,071 +247%
Truist Financial
20
Truist Financial
North Carolina
$962K -$9.68K -149 -1%
Citigroup
21
Citigroup
New York
$660K -$96K -1,478 -12%
AAS
22
Avantax Advisory Services
Texas
$540K -$35K -539 -6%
Q1WB
23
Quest 10 Wealth Builders
Virginia
$533K +$558K +8,586 New
CS
24
Crescent Sterling
Louisiana
$509K +$3.31K +51 +0.6%
AWA
25
Authentikos Wealth Advisory
California
$465K -$38.4K -591 -7%

WDIV Hedge Fund Activity: Q4 2024 in Review

71 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Dividend ETF (WDIV) for Q4 2024, worth a combined $82.2M — down 3.8% from $85.5M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new WDIV positions and 10 closed out — a net gain of 3 holders — while 19 added to existing stakes and 26 trimmed.

The largest buyer was B.O.S.S. Retirement Advisors, adding an estimated $2.14M. The largest seller was AssetMark Inc, cutting an estimated $1.4M.

  • 71 institutional investors held State Street SPDR S&P Global Dividend ETF (WDIV) as of Q4 2024, up from 69 in Q3 2024.
  • Funds reported $82.2M of State Street SPDR S&P Global Dividend ETF stock for Q4 2024, down 3.8% quarter-over-quarter.
  • 13 funds opened new State Street SPDR S&P Global Dividend ETF positions in Q4 2024 and 10 closed out, a net change of +3 holders.
  • The largest State Street SPDR S&P Global Dividend ETF buyer in Q4 2024 was B.O.S.S. Retirement Advisors, an estimated $2.14M added.
  • The largest State Street SPDR S&P Global Dividend ETF seller in Q4 2024 was AssetMark Inc, an estimated $1.4M sold.

Based on aggregated 13F filings for Q4 2024.