SPDR INDEX SHS FDS WDIV
S&P GLBDIV ETF · ETP · CUSIP 78463X459
71
institutional holders
-6 vs Q4 2023
1.6m
shares reported held*
$96.6mreported value*
5 new
17 added
34 reduced
10 sold out
net sold ≈ $20.9m (-353.0k 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 ($36 this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $59.97.
Trends to Q1 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 58 |
| Q4 2022 | 69 |
| Q1 2023 | 74 |
| Q2 2023 | 70 |
| Q3 2023 | 69 |
| Q4 2023 | 77 |
| Q1 2024 | 71 |
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 |
| Q3 2023 | 29 | 33 |
| Q4 2023 | 30 | 35 |
| Q1 2024 | 22 | 44 |
Biggest buyers
| Savoie Capital LLC | New | +74.2k |
| MORGAN STANLEY | Added | +67.1k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +12.9k |
| CITADEL ADVISORS LLC | New | +8.9k |
| ASSETMARK, INC | Added | +6.9k |
| BANK OF MONTREAL /CAN/ | New | +6.5k |
| TRUIST FINANCIAL CORP | Added | +6.0k |
| ENVESTNET ASSET MANAGEMENT INC | Added | +5.4k |
| Allie Family Office LLC | Added | +4.5k |
| Kingdom Financial Group LLC. | New | +3.4k |
Biggest sellers
| JANE STREET GROUP, LLC | Reduced | -288.5k |
| AE Wealth Management LLC | Reduced | -135.7k |
| B.O.S.S. Retirement Advisors, LLC | Sold out | -26.0k |
| ROYAL BANK OF CANADA | Reduced | -16.0k |
| UBS Group AG | Reduced | -9.4k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Reduced | -8.8k |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | Sold out | -8.6k |
| NewEdge Advisors, LLC | Reduced | -8.3k |
| ORG Partners LLC | Sold out | -5.7k |
| Slagle Financial, LLC | Reduced | -5.2k |
Holders, Q1 2024
| Manager | Shares | Change |
|---|---|---|
| AE Wealth Management LLC 0.21% of their portfolio | 309.0k $18.5m | Reduced -135.7k |
| MORGAN STANLEY 0.00% of their portfolio | 189.3k $11.4m | Added +67.1k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 114.0k $6.8m | Reduced -3.7k |
| LPL Financial LLC 0.00% of their portfolio | 105.7k $6.3m | Added +2.0k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 101.9k $6.1m | Reduced -3.9k |
| Savoie Capital LLC 0.62% of their portfolio | 74.2k $4.5m | New |
| Mango Investments LLC 3.29% of their portfolio | 74.2k $4.5m | Unchanged |
| Corient Private Wealth LP 0.01% of their portfolio | 71.8k $4.3m | Reduced -4.3k |
| ASSETMARK, INC 0.01% of their portfolio | 50.5k $3.0m | Added +6.9k |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio | 48.3k $2.9m | Reduced -8.8k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 40.5k $2.4m | Reduced -288.5k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 35.8k $2.1m | Reduced -16.0k |
| Wealthspire Advisors, LLC 0.03% of their portfolio | 35.0k $2.1m | Unchanged |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 34.5k $2.1m | Added +12.9k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 24.2k $1.5m | Added +5.4k |
| Seneca Financial Advisors LLC 0.74% of their portfolio | 23.3k $1.4m | Reduced -2.5k |
| NewEdge Advisors, LLC 0.01% of their portfolio | 19.9k $1.2m | Reduced -8.3k |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 19.5k $1.2m | Reduced -3.6k |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 19.2k $1.2m | Added +6.0k |
| WealthShield Partners, LLC 0.15% of their portfolio | 15.8k $947.2k | Added +464 |
| PRUDENTIAL PLC 0.01% of their portfolio | 15.6k $934.7k | Reduced -2.8k |
| NorthRock Partners, LLC 0.03% of their portfolio | 13.4k $806.3k | Reduced -4.9k |
| CITIGROUP INC 0.00% of their portfolio | 11.5k $690.6k | Reduced -269 |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 11.0k $657.5k | Added +1.8k |
| AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio | 9.9k $594.3k | Reduced -1.1k |
| Vantage Financial Partners, LLC 0.14% of their portfolio | 9.0k $538.1k | Reduced -394 |
| Allie Family Office LLC 0.16% of their portfolio | 8.9k $534.4k | Added +4.5k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 8.9k $531.7k | New |
| Crescent Sterling, Ltd. 0.48% of their portfolio | 8.8k $529.1k | Reduced -51 |
| OLD MISSION CAPITAL LLC 0.01% of their portfolio | 8.7k $522.8k | Added +745 |
| Private Advisor Group, LLC 0.00% of their portfolio | 7.6k $455.4k | Reduced -407 |
| Authentikos Wealth Advisory, LLC 0.45% of their portfolio | 7.4k $443.9k | Reduced -142 |
| MMBG INVESTMENT ADVISORS CO. 0.05% of their portfolio | 7.4k $442.4k | Unchanged |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 6.5k $390.2k | New |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 6.2k $373.0k | Reduced -194 |
| Farther Finance Advisors, LLC 0.02% of their portfolio | 6.1k $366.3k | Added +2.3k |
| MML INVESTORS SERVICES, LLC 0.00% of their portfolio | 5.9k $351.0k | Reduced -355 |
| Foundations Investment Advisors, LLC 0.01% of their portfolio | 5.8k $350.2k | Reduced -137 |
| Mariner, LLC 0.00% of their portfolio | 5.6k $337.7k | Reduced -407 |
| KWB Wealth 0.04% of their portfolio | 5.5k $328.7k | Reduced -1.9k |
| UBS Group AG 0.00% of their portfolio | 5.2k $310.1k | Reduced -9.4k |
| Slagle Financial, LLC 0.13% of their portfolio | 4.1k $244.2k | Reduced -5.2k |
| Csenge Advisory Group 0.01% of their portfolio | 4.0k $237.3k | Reduced -91 |
| Kingdom Financial Group LLC. 0.14% of their portfolio | 3.4k $201.5k | New |
| Richardson Capital Management LLC 0.15% of their portfolio | 3.1k $185.1k | Unchanged |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 2.6k $156.0k | Reduced -2.4k |
| BENJAMIN F. EDWARDS & COMPANY, INC. 0.00% of their portfolio | 2.4k $141.0k | Reduced -765 |
| Pineridge Advisors LLC 0.02% of their portfolio | 1.1k $64.7k | Reduced -540 |
| BlackRock Inc. 0.00% of their portfolio | 1.1k $63.8k | Reduced -104 |
| CWM, LLC 0.00% of their portfolio | 965 $58.0k | Unchanged |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 910 $54.6k | Unchanged |
| Tidemark, LLC 0.02% of their portfolio | 723 $43.4k | Unchanged |
| HARBOR INVESTMENT ADVISORY, LLC 0.00% of their portfolio | 615 $36.9k | Unchanged |
| Retirement Group, LLC 0.01% of their portfolio | 477 $28.6k | Reduced -92 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 454 $27.2k | Unchanged |
| BALDWIN WEALTH PARTNERS LLC/MA 0.00% of their portfolio | 432 $25.9k | Reduced -309 |
| Householder Group Estate & Retirement Specialist, LLC 0.01% of their portfolio | 338 $20.3k | Added +2 |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 325 $19.5k | Reduced -156 |
| FMR LLC 0.00% of their portfolio | 316 $19.0k | Added +304 |
| Federation des caisses Desjardins du Quebec 0.00% of their portfolio | 300 $18.0k | Unchanged |
| Capital Investment Advisory Services, LLC 0.00% of their portfolio | 250 $15.0k | Unchanged |
| PRIVATE TRUST CO NA 0.00% of their portfolio | 235 $14.1k | Unchanged |
| Global Retirement Partners, LLC 0.00% of their portfolio | 210 $12.6k | Added +1 |
| Larson Financial Group LLC 0.00% of their portfolio | 201 $12.1k | Added +1 |
| TD Waterhouse Canada Inc. 0.00% of their portfolio | 150 $9.9k | Unchanged |
| FAS Wealth Partners, Inc. 0.00% of their portfolio | 119 $7.1k | Added +102 |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 102 $6.2k | Added +14 |
| McClarren Financial Advisors, Inc. 0.00% of their portfolio | 20 $2.0k | Unchanged |
| Key Financial Inc 0.00% of their portfolio | 5 $300 | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 0 $21 | Reduced -1 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |