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State Street SPDR S&P Global Dividend ETF

85 hedge funds and large institutions have $104M invested in State Street SPDR S&P Global Dividend ETF in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

65% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 17

16% more capital invested

Capital invested by funds: $89.3M → $104M (+$14.4M)

5% more funds holding

Funds holding: 8185 (+4)

3% more ownership

Funds ownership: 39.94%42.94% (+3%)

Holders
85
Holders Change
+4
Holders Change %
+4.94%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
28
Reduced
17
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$26M +$587K +7,933 +2%
LPL Financial
2
LPL Financial
California
$9.72M +$235K +3,178 +3%
Morgan Stanley
3
Morgan Stanley
New York
$8.28M +$1.33M +17,971 +20%
Corient Private Wealth
4
Corient Private Wealth
Florida
$7.68M +$3.7M +50,022 +97%
Bank of America
5
Bank of America
North Carolina
$7M +$112K +1,518 +2%
State Street
6
State Street
Massachusetts
$4.8M +$2.56M +34,600 +119%
KF
7
KKM Financial
Illinois
$4.16M +$4.08M +55,145 New
Ameriprise
8
Ameriprise
Minnesota
$2.95M -$216K -2,923 -7%
WANY
9
Wealthspire Advisors (New York)
New York
$2.69M
Raymond James Financial
10
Raymond James Financial
Florida
$2.58M +$750K +10,139 +42%
Mariner
11
Mariner
Kansas
$2.44M +$283K +3,830 +13%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.32M +$5.03K +68 +0.2%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$1.61M +$155K +2,091 +11%
SFA
14
Seneca Financial Advisors
New York
$1.55M -$30.5K -412 -2%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$1.49M -$147K -1,986 -9%
WP
16
WealthShield Partners
North Carolina
$1.44M +$47.7K +645 +4%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.3M +$89.1K +1,204 +7%
Truist Financial
18
Truist Financial
North Carolina
$1.1M +$53.8K +727 +5%
KCM
19
Key Capital Management
Tennessee
$1.05M +$1.03M +13,876 New
Citigroup
20
Citigroup
New York
$907K +$280K +3,788 +46%
RMP
21
Richards, Merrill & Peterson
Washington
$882K +$144K +1,950 +20%
LI
22
LifeWealth Investments
Florida
$741K -$829K -11,199 -53%
BOSSRA
23
B.O.S.S. Retirement Advisors
Utah
$703K -$1.55M -20,975 -69%
BBHC
24
Brown Brothers Harriman & Co
New York
$659K
CS
25
Crescent Sterling
Louisiana
$579K +$88.7K +1,199 +19%

WDIV Hedge Fund Activity: Q4 2025 in Review

85 of the 8,225 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Global Dividend ETF (WDIV) for Q4 2025, worth a combined $104M — up 16% from $89.3M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new WDIV positions and 8 closed out — a net gain of 6 holders — while 28 added to existing stakes and 17 trimmed.

The largest buyer was KKM Financial, opening a new position worth an estimated $4.08M. The largest seller was B.O.S.S. Retirement Advisors, cutting an estimated $1.55M.

  • 85 institutional investors held State Street SPDR S&P Global Dividend ETF (WDIV) as of Q4 2025, up from 81 in Q3 2025.
  • Funds reported $104M of State Street SPDR S&P Global Dividend ETF stock for Q4 2025, up 16% quarter-over-quarter.
  • 14 funds opened new State Street SPDR S&P Global Dividend ETF positions in Q4 2025 and 8 closed out, a net change of +6 holders.
  • The largest State Street SPDR S&P Global Dividend ETF buyer in Q4 2025 was KKM Financial, an estimated $4.08M added.
  • The largest State Street SPDR S&P Global Dividend ETF seller in Q4 2025 was B.O.S.S. Retirement Advisors, an estimated $1.55M sold.

Based on aggregated 13F filings for Q4 2025.