Vault-13

SPDR INDEX SHS FDS WDIV

S&P GLBDIV ETF · ETP · CUSIP 78463X459

80 institutional holders +8 vs Q1 2025
1,424,4961.4m shares reported held*
$100.6mreported value*
8 new 24 added 28 reduced 3 sold out net bought ≈ $10.6m (+150.6k 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 ≈ $70.64.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 58Q4 22: 69Q1 23: 74Q2 23: 70Q3 23: 69Q4 23: 77Q1 24: 71Q2 24: 71Q3 24: 72Q4 24: 73Q1 25: 72Q2 25: 8080Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 202258
Q4 202269
Q1 202374
Q2 202370
Q3 202369
Q4 202377
Q1 202471
Q2 202471
Q3 202472
Q4 202473
Q1 202572
Q2 202580

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q3 23: 29 bought or addedQ3 23: 33 cut or sold outQ4 23: 30 bought or addedQ4 23: 35 cut or sold outQ4 23Q1 24: 22 bought or addedQ1 24: 44 cut or sold outQ2 24: 29 bought or addedQ2 24: 29 cut or sold outQ2 24Q3 24: 21 bought or addedQ3 24: 36 cut or sold outQ4 24: 21 bought or addedQ4 24: 38 cut or sold outQ4 24Q1 25: 23 bought or addedQ1 25: 27 cut or sold outQ2 25: 32 bought or addedQ2 25: 31 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20232933
Q4 20233035
Q1 20242244
Q2 20242929
Q3 20242136
Q4 20242138
Q1 20252327
Q2 20253231

Biggest buyers

Stratos Wealth Partners, LTD. New +66,159+66.2k
ROYAL BANK OF CANADA Added +29,016+29.0k
STATE STREET CORP New +29,000+29.0k
PRUDENTIAL PLC Added +26,080+26.1k
Mariner, LLC Added +22,806+22.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +8,854+8.9k
MORGAN STANLEY Added +4,628+4.6k
Simplicity Wealth,LLC Added +4,010+4.0k
CIBC Private Wealth Group LLC New +3,999+4.0k
FLP Wealth Management, LLC New +3,530+3.5k

Biggest sellers

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -12,122-12.1k
BANK OF AMERICA CORP /DE/ Reduced -10,776-10.8k
CITADEL ADVISORS LLC Sold out -10,240-10.2k
AE Wealth Management LLC Reduced -9,499-9.5k
AMERIPRISE FINANCIAL INC Reduced -4,442-4.4k
JANE STREET GROUP, LLC Reduced -3,998-4.0k
B.O.S.S. Retirement Advisors, LLC Reduced -3,907-3.9k
MML INVESTORS SERVICES, LLC Reduced -1,388-1.4k
Crescent Sterling, Ltd. Reduced -1,329-1.3k
TRUIST FINANCIAL CORP Reduced -1,208-1.2k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 AE Wealth Management LLC 0.17% of their portfolio TOPEKA, KS 322,902322.9k $22.8m $22.8m 0.17% Reduced -9.5k -9,499
2 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 110,394110.4k $7.8m $7.8m 0.00% Reduced -152 -152
3 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 95,45095.5k $6.7m $6.7m 0.00% Reduced -10.8k -10,776
4 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 81,89581.9k $5.8m $5.8m 0.00% Added +4.6k +4,628
5 Savoie Capital LLC 0.65% of their portfolio CHICAGO, IL 74,19574.2k $5.2m $5.2m 0.65% Unchanged
6 Stratos Wealth Partners, LTD. 0.06% of their portfolio BEACHWOOD, OH 66,15966.2k $4.7m $4.7m 0.06% New
7 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 63,68463.7k $4.5m $4.5m 0.00% Added +29.0k +29,016
8 PRUDENTIAL PLC 0.03% of their portfolio LONDON, X0 59,62459.6k $4.2m $4.2m 0.03% Added +26.1k +26,080
9 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 58,18858.2k $4.1m $4.1m 0.01% Reduced -272 -272
10 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 40,43340.4k $3.0m $3.0m 0.00% Reduced -4.4k -4,442
11 Wealthspire Advisors, LLC 0.01% of their portfolio NEW YORK, NY 35,59335.6k $2.5m $2.5m 0.01% Unchanged
12 B.O.S.S. Retirement Advisors, LLC 0.62% of their portfolio Lehi, UT 35,28135.3k $2.5m $2.5m 0.62% Reduced -3.9k -3,907
13 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 29,00029.0k $2.0m $2.0m 0.00% New
14 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 27,30427.3k $1.9m $1.9m 0.00% Added +8.9k +8,854
15 Mariner, LLC 0.00% of their portfolio Overland Park, KS 27,23427.2k $1.9m $1.9m 0.00% Added +22.8k +22,806
16 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 21,82821.8k $1.5m $1.5m 0.00% Added +2.9k +2,913
17 Seneca Financial Advisors LLC 0.58% of their portfolio ROCHESTER, NY 21,36521.4k $1.5m $1.5m 0.58% Added +189 +189
18 LifeWealth Investments, LLC 0.25% of their portfolio WINTER GARDEN, FL 20,84620.8k $1.5m $1.5m 0.25% Added +2.8k +2,835
19 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 19,37119.4k $1.4m $1.4m 0.00% Reduced -12.1k -12,122
20 WealthShield Partners, LLC 0.16% of their portfolio CARY, NC 18,19618.2k $1.3m $1.3m 0.16% Added +494 +494
21 UBS Group AG 0.00% of their portfolio ZURICH, V8 16,76716.8k $1.2m $1.2m 0.00% Added +3.0k +2,951
22 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 16,73816.7k $1.2m $1.2m 0.00% Reduced -320 -320
23 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 16,43216.4k $1.2m $1.2m 0.00% Reduced -969 -969
24 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 14,11314.1k $995.6k $995.6k 0.00% Reduced -1.2k -1,208
25 Simplicity Wealth,LLC 0.03% of their portfolio SUMMIT, NJ 9,98410.0k $704.3k $704.3k 0.03% Added +4.0k +4,010
26 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 8,7218.7k $615.2k $615.2k 0.00% Reduced -304 -304
27 AVANTAX ADVISORY SERVICES, INC. 0.00% of their portfolio DALLAS, TX 8,3418.3k $588.4k $588.4k 0.00% Reduced -350 -350
28 RICHARDS, MERRILL & PETERSON, INC. 0.27% of their portfolio SPOKANE, WA 8,1568.2k $575.4k $575.4k 0.27% Added +1.2k +1,220
29 Quest 10 Wealth Builders, Inc. 0.54% of their portfolio Fuquay-Varina, VA 7,8267.8k $552.1k $552.1k 0.54% Reduced -813 -813
30 Crescent Sterling, Ltd. 0.50% of their portfolio METAIRIE, LA 6,3236.3k $446.0k $446.0k 0.50% Reduced -1.3k -1,329
31 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 6,3146.3k $445.4k $445.4k 0.00% Reduced -4.0k -3,998
32 Vantage Financial Partners, LLC 0.08% of their portfolio ELM GROVE, WI 5,1635.2k $364.2k $364.2k 0.08% Reduced -567 -567
33 Foundations Investment Advisors, LLC 0.01% of their portfolio PHOENIX, AZ 5,0735.1k $357.9k $357.9k 0.01% Added +125 +125
34 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 4,9034.9k $346.0k $346.0k 0.00% Reduced -16 -16
35 Ascentis Independent Advisors 0.06% of their portfolio DALLAS, TX 4,6604.7k $328.7k $328.7k 0.06% Unchanged
36 Allie Family Office LLC 0.16% of their portfolio MIAMI, FL 4,4554.5k $314.3k $314.3k 0.16% Unchanged
37 CIBC Private Wealth Group LLC 0.00% of their portfolio ATLANTA, GA 3,9994.0k $282.1k $282.1k 0.00% New
38 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 3,9083.9k $275.7k $275.7k 0.00% Added +859 +859
39 Park Square Financial Group, LLC 0.20% of their portfolio ROSWELL, GA 3,8923.9k $274.6k $274.6k 0.20% Reduced -217 -217
40 BUCKHEAD CAPITAL MANAGEMENT LLC 0.10% of their portfolio ATLANTA, GA 3,6663.7k $258.6k $258.6k 0.10% Added +195 +195
41 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 3,6453.6k $257.1k $257.1k 0.01% Reduced -279 -279
42 FLP Wealth Management, LLC 0.70% of their portfolio BENTONVILLE, AR 3,5303.5k $249.0k $249.0k 0.70% New
43 Slagle Financial, LLC 0.10% of their portfolio Edwardsville, IL 3,4493.4k $243.3k $243.3k 0.10% Reduced -263 -263
44 Integrated Advisors Network LLC 0.01% of their portfolio DALLAS, TX 3,1033.1k $218.9k $218.9k 0.01% New
45 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 3,0913.1k $218.0k $218.0k 0.00% Reduced -1.4k -1,388
46 Richardson Capital Management LLC 0.11% of their portfolio MENOMONEE FALLS, WI 3,0863.1k $217.7k $217.7k 0.11% Unchanged
47 Larson Financial Group LLC 0.01% of their portfolio ST LOUIS, MO 2,1762.2k $153.5k $153.5k 0.01% Added +29 +29
48 Key Financial Inc 0.03% of their portfolio WEST CHESTER, PA 2,0532.1k $144.8k $144.8k 0.03% Added +93 +93
49 Crews Bank & Trust 0.02% of their portfolio PORT CHARLOTTE, FL 1,8401.8k $129.8k $129.8k 0.02% Unchanged
50 Transce3nd, LLC 0.05% of their portfolio BUDA, TX 1,5361.5k $108.4k $108.4k 0.05% Reduced -66 -66
51 CWM, LLC 0.00% of their portfolio OMAHA, NE 965965 $68.0k $68.0k 0.00% Unchanged
52 FMR LLC 0.00% of their portfolio BOSTON, MA 856856 $60.4k $60.4k 0.00% Added +188 +188
53 COMERICA BANK 0.00% of their portfolio DALLAS, TX 824824 $58.1k $58.1k 0.00% New
54 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 635635 $44.8k $44.8k 0.00% Added +400 +400
55 BlackRock, Inc. 0.00% of their portfolio New York, NY 590590 $41.6k $41.6k 0.00% Reduced -159 -159
56 HARBOR INVESTMENT ADVISORY, LLC 0.00% of their portfolio LUTHERVILLE, MD 565565 $39.9k $39.9k 0.00% Unchanged
57 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 543543 $38.3k $38.3k 0.00% Reduced -7 -7
58 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 534534 $37.5k $37.5k 0.00% Added +336 +336
59 Pineridge Advisors LLC 0.01% of their portfolio ST. CHARLES, MO 414414 $29.2k $29.2k 0.01% Reduced -39 -39
60 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 390390 $27.5k $27.5k 0.00% New
61 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 300300 $21.2k $21.2k 0.00% Unchanged
62 Boreal Capital Management LLC 0.02% of their portfolio MIAMI, FL 300300 $21.2k $21.2k 0.02% First filing
63 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 261261 $18.4k $18.4k 0.00% Added +35 +35
64 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 224224 $15.8k $15.8k 0.00% First filing
65 Tidemark, LLC 0.01% of their portfolio SAN DIEGO, CA 223223 $15.7k $15.7k 0.01% Unchanged
66 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 144144 $10.1k $10.1k 0.00% Unchanged
67 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 139139 $9.8k $9.8k 0.00% Unchanged
68 Dunhill Financial, LLC 0.00% of their portfolio LONDON, X0 125125 $8.8k $8.8k 0.00% New
69 FAS Wealth Partners, Inc. 0.00% of their portfolio LEAWOOD, KS 120120 $8.4k $8.4k 0.00% Added +1 +1
70 Medallion Wealth Advisors, LLC 0.00% of their portfolio FARMINGTON, CT 100100 $7.1k $7.1k 0.00% Unchanged
71 GPS Wealth Strategies Group, LLC 0.00% of their portfolio CENTENNIAL, CO 9393 $6.5k $6.5k 0.00% Added +2 +2
72 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 8484 $5.9k $5.9k 0.00% Reduced -74 -74
73 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 6868 $4.8k $4.8k 0.00% Unchanged
74 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 5656 $4.0k $4.0k 0.00% Reduced -57 -57
75 New Millennium Group LLC 0.00% of their portfolio SANDY, UT 2626 $1.8k $1.8k 0.00% Unchanged
76 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 1818 $1.3k $1.3k 0.00% Reduced -3 -3
77 Strategic Wealth Partners, Ltd. 0.00% of their portfolio INDEPENDENCE, OH 1212 $847 $847 0.00% First filing
78 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 11 $61 $61 0.00% Added +1 +1
79 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 11 $71 $71 0.00% Unchanged
80 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged