SPDR INDEX SHS FDS WDIV
S&P GLBDIV ETF · ETP · CUSIP 78463X459
74
institutional holders
+5 vs Q4 2022
1.7m
shares reported held*
$99.4mreported value*
10 new
29 added
15 reduced
6 sold out
net bought ≈ $3.8m (+64.7k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $58.97.
Trends to Q1 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 58 |
| Q4 2022 | 69 |
| Q1 2023 | 74 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 36 | 23 |
| Q1 2023 | 39 | 21 |
Biggest buyers
| BANK OF MONTREAL /CAN/ | New | +21.7k |
| AE Wealth Management LLC | Added | +15.2k |
| LPL Financial LLC | Added | +15.0k |
| NewEdge Advisors, LLC | Added | +15.0k |
| MORGAN STANLEY | Added | +11.5k |
| Raymond James Financial Services Advisors, Inc. | Added | +10.7k |
| Cerity Partners LLC | New | +6.6k |
| BANK OF AMERICA CORP /DE/ | Added | +6.1k |
| Quantitative Advantage, LLC | Added | +6.0k |
| Farther Finance Advisors, LLC | Added | +5.9k |
Biggest sellers
| AMERIPRISE FINANCIAL INC | Reduced | -32.6k |
| Seneca Financial Advisors LLC | Reduced | -8.8k |
| ROYAL BANK OF CANADA | Reduced | -7.9k |
| FLAGSHIP HARBOR ADVISORS, LLC | Sold out | -7.7k |
| UBS Group AG | Reduced | -4.9k |
| Waverly Advisors, LLC | Sold out | -4.3k |
| AVANTAX ADVISORY SERVICES, INC. | Reduced | -2.4k |
| JANE STREET GROUP, LLC | Reduced | -2.3k |
| Simplicity Wealth,LLC | Reduced | -1.9k |
| RAYMOND JAMES & ASSOCIATES | Reduced | -1.2k |
Holders, Q1 2023
| Manager | Shares | Change |
|---|---|---|
| AE Wealth Management LLC 0.16% of their portfolio | 425.4k $25.1m | Added +15.2k |
| STATE STREET CORP 0.00% of their portfolio | 133.5k $7.9m | Unchanged |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 124.6k $7.3m | Reduced -32.6k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 114.4k $6.7m | Added +6.1k |
| Intercontinental Wealth Advisors, LLC 1.32% of their portfolio | 87.9k $5.2m | Added +417 |
| MORGAN STANLEY 0.00% of their portfolio | 87.6k $5.2m | Added +11.5k |
| LPL Financial LLC 0.00% of their portfolio | 83.6k $4.9m | Added +15.0k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 79.6k $4.7m | Reduced -7.9k |
| Seneca Financial Advisors LLC 1.94% of their portfolio | 51.3k $3.0m | Reduced -8.8k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 46.0k $2.7m | Reduced -2.3k |
| Wealthspire Advisors, LLC 0.04% of their portfolio | 35.0k $2.1m | Unchanged |
| ASSETMARK, INC 0.01% of their portfolio | 29.5k $1.7m | Added +72 |
| Quantitative Advantage, LLC 0.24% of their portfolio | 27.8k $1.6m | Added +6.0k |
| NewEdge Advisors, LLC 0.02% of their portfolio | 26.7k $1.6m | Added +15.0k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 25.0k $1.5m | Added +2.7k |
| Cetera Investment Advisers 0.01% of their portfolio | 22.4k $1.3m | Reduced -238 |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 21.7k $1.3m | New |
| B.O.S.S. Retirement Advisors, LLC 0.27% of their portfolio | 19.4k $1.1m | Added +1.7k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 14.9k $878.5k | Reduced -1.2k |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 14.2k $835.4k | Added +10.7k |
| UBS Group AG 0.00% of their portfolio | 12.8k $755.1k | Reduced -4.9k |
| WealthShield Partners, LLC 0.12% of their portfolio | 12.7k $746.5k | Added +1.1k |
| AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio | 11.6k $685.2k | Reduced -2.4k |
| Crescent Sterling, Ltd. 0.60% of their portfolio | 10.6k $622.7k | Added +397 |
| Private Advisor Group, LLC 0.01% of their portfolio | 10.5k $622.0k | Added +142 |
| Authentikos Wealth Advisory, LLC 0.58% of their portfolio | 9.7k $571.5k | First filing |
| MML INVESTORS SERVICES, LLC 0.00% of their portfolio | 9.7k $572.0k | Added +1.8k |
| Farther Finance Advisors, LLC 0.16% of their portfolio | 9.5k $558.4k | Added +5.9k |
| PRUDENTIAL PLC 0.01% of their portfolio | 9.3k $547.2k | Added +20 |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 9.1k $536.3k | Added +2.3k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 8.6k $509.3k | Reduced -379 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.05% of their portfolio | 8.6k $507.1k | Reduced -87 |
| CITIGROUP INC 0.00% of their portfolio | 7.8k $460.6k | Added +3.1k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 7.6k $447.8k | Added +968 |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 7.2k $425.0k | Added +2.3k |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 7.1k $416.0k | Added +1.1k |
| Cerity Partners LLC 0.00% of their portfolio | 6.6k $387.4k | New |
| KWB Wealth 0.07% of their portfolio | 6.5k $381.7k | Added +2.8k |
| OLD MISSION CAPITAL LLC 0.01% of their portfolio | 6.1k $357.4k | Added +275 |
| Mariner, LLC 0.00% of their portfolio | 5.4k $317.0k | Added +1.6k |
| Allie Family Office LLC 0.20% of their portfolio | 4.5k $262.7k | Unchanged |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 4.3k $255.1k | Added +160 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 4.3k $250.8k | Reduced -202 |
| LifePro Asset Management 0.17% of their portfolio | 4.1k $239.0k | Unchanged |
| Foundations Investment Advisors, LLC 0.01% of their portfolio | 3.9k $227.6k | Reduced -125 |
| Simplicity Wealth,LLC 0.14% of their portfolio | 3.6k $214.5k | Reduced -1.9k |
| BENJAMIN F. EDWARDS & COMPANY, INC. 0.01% of their portfolio | 3.0k $175.0k | Reduced -120 |
| Bogart Wealth, LLC 0.01% of their portfolio | 2.2k $130.6k | Unchanged |
| BlackRock Inc. 0.00% of their portfolio | 2.0k $117.0k | New |
| Retirement Group, LLC 0.03% of their portfolio | 1.0k $60.0k | Reduced -188 |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 884 $52.2k | Added +178 |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 828 $48.8k | Unchanged |
| GPS Wealth Strategies Group, LLC 0.01% of their portfolio | 587 $34.6k | New |
| Accel Wealth Management 0.01% of their portfolio | 450 $26.5k | Unchanged |
| Private Ocean, LLC 0.00% of their portfolio | 441 $26.0k | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 312 $18.4k | Added +2 |
| DIVIDEND ASSETS CAPITAL, LLC 0.00% of their portfolio | 300 $18.0k | Unchanged |
| Federation des caisses Desjardins du Quebec 0.00% of their portfolio | 300 $17.7k | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC 0.01% of their portfolio | 292 $17.0k | New |
| Ameritas Advisory Services, LLC 0.00% of their portfolio | 273 $16.4k | New |
| Capital Investment Advisory Services, LLC 0.00% of their portfolio | 250 $14.7k | Unchanged |
| Advisory Services Network, LLC 0.00% of their portfolio | 225 $13.3k | Unchanged |
| Larson Financial Group LLC 0.00% of their portfolio | 200 $11.8k | Unchanged |
| Global Retirement Partners, LLC 0.00% of their portfolio | 200 $11.8k | Not comparable |
| HARBOR INVESTMENT ADVISORY, LLC 0.00% of their portfolio | 150 $8.8k | New |
| Ahrens Investment Partners LLC 0.00% of their portfolio | 150 $8.8k | New |
| PSI Advisors, LLC 0.00% of their portfolio | 150 $8.8k | Unchanged |
| New Millennium Group LLC 0.01% of their portfolio | 128 $7.5k | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 117 $7.0k | Added +50 |
| Belpointe Asset Management LLC 0.00% of their portfolio | 51 $3.0k | Unchanged |
| CWM, LLC 0.00% of their portfolio | 35 $2.0k | New |
| FAS Wealth Partners, Inc. 0.00% of their portfolio | 16 $959 | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 0 $5 | Unchanged |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |