Vault-13

SPDR INDEX SHS FDS WDIV

S&P GLBDIV ETF · ETP · CUSIP 78463X459

85 institutional holders +4 vs Q3 2025
1,373,7331.4m shares reported held*
$103.7mreported value*
11 new 28 added 17 reduced 8 sold out net bought ≈ $9.6m (+127.7k 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 ($29.5k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $75.46.

Trends to Q4 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: 80Q3 25: 81Q4 25: 8585Q3 22Q2 23Q1 24Q4 24Q4 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
Q3 202581
Q4 202585

Buyers vs sellers

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

Bought or addedCut or sold out
50050Q1 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 25Q3 25: 31 bought or addedQ3 25: 32 cut or sold outQ4 25: 39 bought or addedQ4 25: 25 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20242244
Q2 20242929
Q3 20242136
Q4 20242138
Q1 20252327
Q2 20253231
Q3 20253132
Q4 20253925

Biggest buyers

KKM Financial LLC New +55,145+55.1k
Corient Private Wealth LP Added +50,022+50.0k
STATE STREET CORP Added +34,600+34.6k
MORGAN STANLEY Added +17,971+18.0k
RAYMOND JAMES FINANCIAL INC Added +10,139+10.1k
AE Wealth Management LLC Added +7,933+7.9k
Kingdom Financial Group LLC. New +3,978+4.0k
Mariner, LLC Added +3,830+3.8k
Belpointe Asset Management LLC New +3,824+3.8k
CITIGROUP INC Added +3,788+3.8k

Biggest sellers

B.O.S.S. Retirement Advisors, LLC Reduced -20,975-21.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -18,721-18.7k
LifeWealth Investments, LLC Reduced -11,199-11.2k
STIFEL FINANCIAL CORP Sold out -7,078-7.1k
UBS Group AG Reduced -6,332-6.3k
Vantage Financial Partners, LLC Sold out -5,089-5.1k
JANE STREET GROUP, LLC Sold out -4,344-4.3k
CITADEL ADVISORS LLC Sold out -3,620-3.6k
AMERIPRISE FINANCIAL INC Reduced -2,923-2.9k
CAPTRUST FINANCIAL ADVISORS Reduced -1,986-2.0k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 AE Wealth Management LLC 0.15% of their portfolio TOPEKA, KS 344,755344.8k $26.0m $26.0m 0.15% Added +7.9k +7,933
2 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 128,830128.8k $9.7m $9.7m 0.00% Added +3.2k +3,178
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 109,700109.7k $8.3m $8.3m 0.00% Added +18.0k +17,971
4 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 101,848101.8k $7.7m $7.7m 0.01% Added +50.0k +50,022
5 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 92,83492.8k $7.0m $7.0m 0.00% Added +1.5k +1,518
6 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 63,60063.6k $4.8m $4.8m 0.00% Added +34.6k +34,600
7 KKM Financial LLC 0.74% of their portfolio CHICAGO, IL 55,14555.1k $4.2m $4.2m 0.74% New
8 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 39,04639.0k $2.9m $2.9m 0.00% Reduced -2.9k -2,923
9 Wealthspire Advisors, LLC 0.02% of their portfolio NEW YORK, NY 35,59335.6k $2.7m $2.7m 0.02% Unchanged
10 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 34,14734.1k $2.6m $2.6m 0.00% Added +10.1k +10,139
11 Mariner, LLC 0.00% of their portfolio Overland Park, KS 32,28832.3k $2.4m $2.4m 0.00% Added +3.8k +3,830
12 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 30,69330.7k $2.3m $2.3m 0.00% Added +68 +68
13 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 21,03421.0k $1.6m $1.6m 0.00% Added +2.1k +2,091
14 Seneca Financial Advisors LLC 0.47% of their portfolio ROCHESTER, NY 20,52720.5k $1.5m $1.5m 0.47% Reduced -412 -412
15 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 19,69819.7k $1.5m $1.5m 0.00% Reduced -2.0k -1,986
16 WealthShield Partners, LLC 0.16% of their portfolio CARY, NC 19,02219.0k $1.4m $1.4m 0.16% Added +645 +645
17 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 17,28317.3k $1.3m $1.3m 0.00% Added +1.2k +1,204
18 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 14,62514.6k $1.1m $1.1m 0.00% Added +727 +727
19 Key Capital Management, INC 1.04% of their portfolio HENDERSONVILLE, TN 37075, TN 13,87613.9k $1.0m $1.0m 1.04% First filing
20 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 12,02612.0k $907.3k $907.3k 0.00% Added +3.8k +3,788
21 RICHARDS, MERRILL & PETERSON, INC. 0.34% of their portfolio SPOKANE, WA 11,69211.7k $882.1k $882.1k 0.34% Added +1.9k +1,950
22 LifeWealth Investments, LLC 0.23% of their portfolio WINTER GARDEN, FL 9,8239.8k $741.1k $741.1k 0.23% Reduced -11.2k -11,199
23 B.O.S.S. Retirement Advisors, LLC 0.22% of their portfolio Lehi, UT 9,3199.3k $703.1k $703.1k 0.22% Reduced -21.0k -20,975
24 BROWN BROTHERS HARRIMAN & CO 0.00% of their portfolio NEW YORK, NY 8,7408.7k $659.4k $659.4k 0.00% Unchanged
25 Crescent Sterling, Ltd. 0.59% of their portfolio METAIRIE, LA 7,6727.7k $578.8k $578.8k 0.59% Added +1.2k +1,199
26 Simplicity Wealth,LLC 0.03% of their portfolio SUMMIT, NJ 6,9727.0k $526.0k $526.0k 0.03% Reduced -38 -38
27 Quest 10 Wealth Builders, Inc. 0.46% of their portfolio Fuquay-Varina, VA 6,8356.8k $515.7k $515.7k 0.46% Reduced -273 -273
28 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 5,6485.6k $426.1k $426.1k 0.00% Reduced -285 -285
29 Foundations Investment Advisors, LLC 0.00% of their portfolio PHOENIX, AZ 5,0455.0k $380.6k $380.6k 0.00% Added +48 +48
30 Ascentis Independent Advisors 0.06% of their portfolio DALLAS, TX 4,6604.7k $351.6k $351.6k 0.06% Unchanged
31 UBS Group AG 0.00% of their portfolio ZURICH, V8 4,6194.6k $348.5k $348.5k 0.00% Reduced -6.3k -6,332
32 Allie Family Office LLC 0.16% of their portfolio MIAMI, FL 4,4554.5k $336.1k $336.1k 0.16% Unchanged
33 Centennial Advisors, LLC 0.42% of their portfolio AUSTIN, TX 4,2484.2k $320.5k $320.5k 0.42% First filing
34 CIBC Private Wealth Group LLC 0.00% of their portfolio ATLANTA, GA 3,9994.0k $301.7k $301.7k 0.00% Unchanged
35 Kingdom Financial Group LLC. 0.09% of their portfolio PEORIA, AZ 3,9784.0k $300.1k $300.1k 0.09% New
36 Belpointe Asset Management LLC 0.01% of their portfolio RENO, NV 3,8243.8k $288.5k $288.5k 0.01% New
37 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 3,7833.8k $285.4k $285.4k 0.00% Reduced -40 -40
38 BUCKHEAD CAPITAL MANAGEMENT LLC 0.10% of their portfolio ATLANTA, GA 3,6663.7k $276.6k $276.6k 0.10% Unchanged
39 FLP Wealth Management, LLC 0.65% of their portfolio BENTONVILLE, AR 3,6423.6k $274.8k $274.8k 0.65% Added +118 +118
40 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 3,5713.6k $269.0k $269.0k 0.00% Reduced -1.3k -1,338
41 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 3,4703.5k $261.8k $261.8k 0.00% Reduced -18.7k -18,721
42 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 3,3353.3k $251.6k $251.6k 0.00% Added +304 +304
43 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 3,2783.3k $247.3k $247.3k 0.00% New
44 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 3,1363.1k $237.0k $237.0k 0.00% Reduced -5 -5
45 Richardson Capital Management LLC 0.12% of their portfolio MENOMONEE FALLS, WI 3,0863.1k $232.8k $232.8k 0.12% Unchanged
46 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 3,0433.0k $229.6k $229.6k 0.00% Added +369 +369
47 Slagle Financial, LLC 0.08% of their portfolio Edwardsville, IL 3,0293.0k $228.5k $228.5k 0.08% Reduced -261 -261
48 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 2,9322.9k $221.2k $221.2k 0.00% Reduced -542 -542
49 FSA Advisors, Inc. 0.15% of their portfolio TROY, MI 2,8302.8k $213.6k $213.6k 0.15% New
50 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 2,8282.8k $213.3k $213.3k 0.00% Added +17 +17
51 Key Financial Inc 0.03% of their portfolio WEST CHESTER, PA 2,3352.3k $176.2k $176.2k 0.03% Unchanged
52 Larson Financial Group LLC 0.01% of their portfolio ST LOUIS, MO 2,3172.3k $174.8k $174.8k 0.01% Added +16 +16
53 Accordant Advisory Group Inc 0.12% of their portfolio ANNAPOLIS, MD 2,2672.3k $171.0k $171.0k 0.12% Added +918 +918
54 Crews Bank & Trust 0.02% of their portfolio PORT CHARLOTTE, FL 1,8401.8k $138.8k $138.8k 0.02% Unchanged
55 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 1,5311.5k $115.5k $115.5k 0.00% Added +272 +272
56 FLAGSHIP HARBOR ADVISORS, LLC 0.00% of their portfolio BOSTON, MA 1,0991.1k $82.9k $82.9k 0.00% New
57 Raleigh Capital Management Inc. 0.03% of their portfolio CARY, NC 1,0541.1k $79.5k $79.5k 0.03% New
58 CWM, LLC 0.00% of their portfolio OMAHA, NE 965965 $73.0k $73.0k 0.00% Unchanged
59 FMR LLC 0.00% of their portfolio BOSTON, MA 905905 $68.3k $68.3k 0.00% Added +40 +40
60 COMERICA BANK 0.00% of their portfolio DALLAS, TX 824824 $62.2k $62.2k 0.00% Unchanged
61 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 635635 $47.9k $47.9k 0.00% Unchanged
62 BlackRock, Inc. 0.00% of their portfolio New York, NY 590590 $44.5k $44.5k 0.00% Unchanged
63 HARBOR INVESTMENT ADVISORY, LLC 0.00% of their portfolio LUTHERVILLE, MD 565565 $42.6k $42.6k 0.00% Unchanged
64 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 543543 $41.0k $41.0k 0.00% Unchanged
65 Lloyd Advisory Services, LLC. 0.01% of their portfolio SUWANEE, GA 359359 $27.1k $27.1k 0.01% New
66 Cornerstone Planning Group LLC 0.00% of their portfolio FAIRFIELD, NJ 322322 $25.4k $25.4k 0.00% New
67 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 300300 $22.6k $22.6k 0.00% Unchanged
68 Networth Advisors, LLC 0.02% of their portfolio CANONSBURG, PA 291291 $22.0k $22.0k 0.02% First filing
69 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 229229 $17.3k $17.3k 0.00% Added +2 +2
70 Tidemark, LLC 0.00% of their portfolio SAN DIEGO, CA 223223 $16.8k $16.8k 0.00% Unchanged
71 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 160160 $12.1k $12.1k 0.00% Added +9 +9
72 Triumph Capital Management 0.00% of their portfolio DENVER, CO 154154 $11.6k $11.6k 0.00% New
73 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 144144 $10.8k $10.8k 0.00% Unchanged
74 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 142142 $10.7k $10.7k 0.00% Added +2 +2
75 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 126126 $9.5k $9.5k 0.00% Reduced -52 -52
76 FAS Wealth Partners, Inc. 0.00% of their portfolio LEAWOOD, KS 120120 $9.1k $9.1k 0.00% Unchanged
77 Medallion Wealth Advisors, LLC 0.00% of their portfolio FARMINGTON, CT 100100 $7.5k $7.5k 0.00% Unchanged
78 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 8484 $6.3k $6.3k 0.00% Reduced -86 -86
79 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 6868 $5.1k $5.1k 0.00% Unchanged
80 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 5656 $4.2k $4.2k 0.00% Unchanged
81 New Millennium Group LLC 0.00% of their portfolio SANDY, UT 2626 $2.0k $2.0k 0.00% Unchanged
82 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 1717 $1.3k $1.3k 0.00% Unchanged
83 Sound Income Strategies, LLC 0.00% of their portfolio FT LAUDERDALE, FL 22 $154 $154 0.00% New
84 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 11 $49 $49 0.00% Unchanged
85 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 11 $75 $75 0.00% Unchanged