SPDR INDEX SHS FDS WDIV
S&P GLBDIV ETF · ETP · CUSIP 78463X459
70
institutional holders
-4 vs Q1 2023
1.7m
shares reported held*
$96.6mreported value*
9 new
26 added
20 reduced
11 sold out
net bought ≈ $1.1m (+19.2k 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 ≈ $57.41.
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 58 |
| Q4 2022 | 69 |
| Q1 2023 | 74 |
| Q2 2023 | 70 |
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 |
| Q2 2023 | 35 | 31 |
Biggest buyers
| CITADEL ADVISORS LLC | New | +55.6k |
| CAPTRUST FINANCIAL ADVISORS | Added | +24.9k |
| ASSETMARK, INC | Added | +15.8k |
| AE Wealth Management LLC | Added | +10.6k |
| Creative Planning | New | +8.1k |
| Ascentis Independent Advisors | New | +4.8k |
| Csenge Advisory Group | New | +4.2k |
| CITIGROUP INC | Added | +4.2k |
| ORG Partners LLC | New | +4.1k |
| JANE STREET GROUP, LLC | Added | +3.8k |
Biggest sellers
| AMERIPRISE FINANCIAL INC | Reduced | -30.4k |
| BANK OF MONTREAL /CAN/ | Sold out | -21.7k |
| MORGAN STANLEY | Reduced | -18.5k |
| Seneca Financial Advisors LLC | Reduced | -17.8k |
| RAYMOND JAMES & ASSOCIATES | Sold out | -14.9k |
| LPL Financial LLC | Reduced | -10.2k |
| PRUDENTIAL PLC | Reduced | -5.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold out | -4.3k |
| PRUDENTIAL FINANCIAL INC | Reduced | -4.0k |
| Simplicity Wealth,LLC | Sold out | -3.6k |
Holders, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| AE Wealth Management LLC 0.15% of their portfolio | 436.0k $25.0m | Added +10.6k |
| STATE STREET CORP 0.00% of their portfolio | 133.5k $7.7m | Unchanged |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 114.9k $6.6m | Added +508 |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 94.2k $5.4m | Reduced -30.4k |
| Intercontinental Wealth Advisors, LLC 1.21% of their portfolio | 88.4k $5.1m | Added +522 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 83.0k $4.8m | Added +3.3k |
| LPL Financial LLC 0.00% of their portfolio | 73.4k $4.2m | Reduced -10.2k |
| MORGAN STANLEY 0.00% of their portfolio | 69.1k $4.0m | Reduced -18.5k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 55.6k $3.2m | New |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 49.8k $2.9m | Added +3.8k |
| ASSETMARK, INC 0.01% of their portfolio | 45.3k $2.6m | Added +15.8k |
| Wealthspire Advisors, LLC 0.03% of their portfolio | 35.0k $2.0m | Unchanged |
| Seneca Financial Advisors LLC 1.28% of their portfolio | 33.5k $1.9m | Reduced -17.8k |
| NewEdge Advisors, LLC 0.02% of their portfolio | 29.5k $1.7m | Added +2.8k |
| CAPTRUST FINANCIAL ADVISORS 0.01% of their portfolio | 29.2k $1.7m | Added +24.9k |
| Cetera Investment Advisers 0.01% of their portfolio | 22.4k $1.3m | Reduced -5 |
| B.O.S.S. Retirement Advisors, LLC 0.26% of their portfolio | 21.7k $1.2m | Added +2.3k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 21.5k $1.2m | Reduced -3.5k |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 15.2k $873.0k | Added +1.0k |
| UBS Group AG 0.00% of their portfolio | 14.6k $836.9k | Added +1.8k |
| WealthShield Partners, LLC 0.13% of their portfolio | 14.5k $831.9k | Added +1.8k |
| CITIGROUP INC 0.00% of their portfolio | 12.0k $687.9k | Added +4.2k |
| AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio | 11.6k $667.1k | Unchanged |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 11.1k $638.9k | Added +2.5k |
| Crescent Sterling, Ltd. 0.56% of their portfolio | 10.3k $591.8k | Reduced -251 |
| Private Advisor Group, LLC 0.00% of their portfolio | 10.0k $573.1k | Reduced -566 |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 9.6k $552.8k | Added +534 |
| MML INVESTORS SERVICES, LLC 0.00% of their portfolio | 9.5k $546.0k | Reduced -190 |
| Farther Finance Advisors, LLC 0.12% of their portfolio | 9.5k $544.2k | Added +10 |
| Authentikos Wealth Advisory, LLC 0.48% of their portfolio | 8.9k $508.4k | Reduced -882 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.05% of their portfolio | 8.6k $493.7k | Unchanged |
| KWB Wealth 0.08% of their portfolio | 8.3k $476.1k | Added +1.8k |
| Creative Planning 0.00% of their portfolio | 8.1k $465.0k | New |
| OLD MISSION CAPITAL LLC 0.02% of their portfolio | 8.0k $461.2k | Added +2.0k |
| Foundations Investment Advisors, LLC 0.01% of their portfolio | 7.3k $418.8k | Added +3.4k |
| Cerity Partners LLC 0.00% of their portfolio | 6.6k $377.2k | Unchanged |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 6.3k $364.0k | Reduced -712 |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 6.1k $349.0k | Reduced -1.1k |
| Mariner, LLC 0.00% of their portfolio | 5.0k $284.2k | Reduced -431 |
| Ascentis Independent Advisors 0.08% of their portfolio | 4.8k $278.4k | New |
| Slagle Financial, LLC 0.17% of their portfolio | 4.8k $273.3k | First filing |
| Allie Family Office LLC 0.18% of their portfolio | 4.5k $255.8k | Unchanged |
| Csenge Advisory Group 0.02% of their portfolio | 4.2k $239.6k | New |
| ORG Partners LLC 0.04% of their portfolio | 4.1k $237.7k | New |
| LifePro Asset Management 0.17% of their portfolio | 3.8k $219.3k | Reduced -253 |
| PRUDENTIAL PLC 0.00% of their portfolio | 3.7k $214.9k | Reduced -5.5k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 3.6k $208.6k | Reduced -4.0k |
| BENJAMIN F. EDWARDS & COMPANY, INC. 0.01% of their portfolio | 3.6k $205.0k | Added +600 |
| BlackRock Inc. 0.00% of their portfolio | 1.7k $95.9k | Reduced -314 |
| CWM, LLC 0.00% of their portfolio | 965 $55.0k | Added +930 |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 901 $51.7k | Added +17 |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 760 $43.6k | Reduced -68 |
| Retirement Group, LLC 0.02% of their portfolio | 737 $42.3k | Reduced -278 |
| GPS Wealth Strategies Group, LLC 0.01% of their portfolio | 587 $33.7k | Unchanged |
| Private Ocean, LLC 0.00% of their portfolio | 449 $25.8k | Added +8 |
| HARBOR INVESTMENT ADVISORY, LLC 0.00% of their portfolio | 360 $20.7k | Added +210 |
| Federation des caisses Desjardins du Quebec 0.00% of their portfolio | 300 $17.2k | Unchanged |
| Capital Investment Advisory Services, LLC 0.00% of their portfolio | 250 $14.4k | Unchanged |
| MEITAV INVESTMENT HOUSE LTD 0.00% of their portfolio | 240 $13.7k | New |
| Global Retirement Partners, LLC 0.00% of their portfolio | 204 $11.7k | Added +4 |
| Larson Financial Group LLC 0.00% of their portfolio | 200 $11.5k | Unchanged |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP 0.00% of their portfolio | 133 $7.6k | New |
| New Millennium Group LLC 0.01% of their portfolio | 128 $7.3k | Unchanged |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 117 $6.7k | Unchanged |
| Global Wealth Management Investment Advisory, Inc. 0.00% of their portfolio | 55 $3.2k | New |
| FAS Wealth Partners, Inc. 0.00% of their portfolio | 17 $952 | Added +1 |
| FMR LLC 0.00% of their portfolio | 1 $57 | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 0 $26 | Unchanged |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |
| PSI Advisors, LLC 0.00% of their portfolio | 0 $0 | Reduced -150 |