Vault-13

SPDR INDEX SHS FDS WDIV

S&P GLBDIV ETF · ETP · CUSIP 78463X459

86 institutional holders +1 vs Q4 2025
1,357,2201.4m shares reported held*
$104.6mreported value*
11 new 24 added 27 reduced 7 sold out net sold ≈ $1.2m (-15.3k 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 ($37.7k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $77.08.

Trends to Q1 2026

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: 85Q1 26: 8686Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 202686

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q2 24: 29 bought or addedQ2 24: 29 cut or sold outQ3 24: 21 bought or addedQ3 24: 36 cut or sold outQ3 24Q4 24: 21 bought or addedQ4 24: 38 cut or sold outQ1 25: 23 bought or addedQ1 25: 27 cut or sold outQ1 25Q2 25: 32 bought or addedQ2 25: 31 cut or sold outQ3 25: 31 bought or addedQ3 25: 32 cut or sold outQ3 25Q4 25: 39 bought or addedQ4 25: 25 cut or sold outQ1 26: 35 bought or addedQ1 26: 34 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20242929
Q3 20242136
Q4 20242138
Q1 20252327
Q2 20253231
Q3 20253132
Q4 20253925
Q1 20263534

Biggest buyers

GTS SECURITIES LLC New +58,802+58.8k
STATE STREET CORP Added +24,000+24.0k
JANE STREET GROUP, LLC New +19,373+19.4k
KINGSWOOD WEALTH ADVISORS, LLC New +16,046+16.0k
AQR CAPITAL MANAGEMENT LLC New +12,533+12.5k
MORGAN STANLEY Added +8,933+8.9k
RAYMOND JAMES FINANCIAL INC Added +7,518+7.5k
Compagnie Lombard Odier SCmA New +6,870+6.9k
Ascentis Independent Advisors Added +4,740+4.7k
CITIGROUP INC Added +3,872+3.9k

Biggest sellers

AE Wealth Management LLC Reduced -89,930-89.9k
Corient Private Wealth LP Reduced -50,899-50.9k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -10,991-11.0k
BANK OF AMERICA CORP /DE/ Reduced -4,360-4.4k
Belpointe Asset Management LLC Sold out -3,824-3.8k
FLP Wealth Management, LLC Sold out -3,642-3.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -3,470-3.5k
MML INVESTORS SERVICES, LLC Sold out -3,335-3.3k
Slagle Financial, LLC Sold out -3,029-3.0k
FSA Advisors, Inc. Sold out -2,830-2.8k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 AE Wealth Management LLC 0.11% of their portfolio TOPEKA, KS 254,825254.8k $19.7m $19.7m 0.11% Reduced -89.9k -89,930
2 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 130,708130.7k $10.1m $10.1m 0.00% Added +1.9k +1,878
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 118,633118.6k $9.2m $9.2m 0.00% Added +8.9k +8,933
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 88,47488.5k $6.8m $6.8m 0.00% Reduced -4.4k -4,360
5 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 87,60087.6k $6.8m $6.8m 0.00% Added +24.0k +24,000
6 GTS SECURITIES LLC 0.16% of their portfolio NEW YORK, NY 58,80258.8k $4.5m $4.5m 0.16% New
7 KKM Financial LLC 0.74% of their portfolio CHICAGO, IL 55,14555.1k $4.2m $4.2m 0.74% Unchanged
8 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 50,94950.9k $3.9m $3.9m 0.01% Reduced -50.9k -50,899
9 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 41,66541.7k $3.2m $3.2m 0.00% Added +7.5k +7,518
10 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 38,69438.7k $3.0m $3.0m 0.00% Reduced -352 -352
11 Wealthspire Advisors, LLC 0.02% of their portfolio NEW YORK, NY 35,59335.6k $2.7m $2.7m 0.02% Unchanged
12 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 30,75630.8k $2.4m $2.4m 0.00% Added +63 +63
13 Mariner, LLC 0.00% of their portfolio Overland Park, KS 30,13130.1k $2.3m $2.3m 0.00% Reduced -2.2k -2,157
14 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 19,68519.7k $1.5m $1.5m 0.00% Reduced -13 -13
15 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 19,37319.4k $1.5m $1.5m 0.00% New
16 WealthShield Partners, LLC 0.16% of their portfolio CARY, NC 19,15619.2k $1.5m $1.5m 0.16% Added +134 +134
17 Seneca Financial Advisors LLC 0.41% of their portfolio ROCHESTER, NY 18,29718.3k $1.4m $1.4m 0.41% Reduced -2.2k -2,230
18 KINGSWOOD WEALTH ADVISORS, LLC 0.06% of their portfolio SAN DIEGO, CA 16,04616.0k $1.2m $1.2m 0.06% New
19 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 15,89815.9k $1.2m $1.2m 0.00% Added +3.9k +3,872
20 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 15,16815.2k $1.2m $1.2m 0.00% Reduced -2.1k -2,115
21 RICHARDS, MERRILL & PETERSON, INC. 0.41% of their portfolio SPOKANE, WA 14,57214.6k $1.1m $1.1m 0.41% Added +2.9k +2,880
22 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 13,71713.7k $1.1m $1.1m 0.00% Reduced -908 -908
23 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 12,53312.5k $966.9k $966.9k 0.00% New
24 Key Capital Management, INC 0.61% of their portfolio HENDERSONVILLE, TN 37075, TN 12,03712.0k $928.7k $928.7k 0.61% Reduced -1.8k -1,839
25 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 10,04310.0k $775.8k $775.8k 0.00% Reduced -11.0k -10,991
26 Crescent Sterling, Ltd. 0.74% of their portfolio METAIRIE, LA 9,8949.9k $763.3k $763.3k 0.74% Added +2.2k +2,222
27 Ascentis Independent Advisors 0.05% of their portfolio DALLAS, TX 9,4009.4k $725.2k $725.2k 0.05% Added +4.7k +4,740
28 BROWN BROTHERS HARRIMAN & CO 0.00% of their portfolio NEW YORK, NY 8,7408.7k $674.3k $674.3k 0.00% Unchanged
29 LifeWealth Investments, LLC 0.17% of their portfolio WINTER GARDEN, FL 7,3297.3k $565.5k $565.5k 0.17% Reduced -2.5k -2,494
30 Compagnie Lombard Odier SCmA 0.01% of their portfolio 1204 GENEVA, V8 6,8706.9k $530.0k $530.0k 0.01% New
31 B.O.S.S. Retirement Advisors, LLC 0.15% of their portfolio Lehi, UT 6,5206.5k $503.1k $503.1k 0.15% Reduced -2.8k -2,799
32 Simplicity Wealth,LLC 0.03% of their portfolio SUMMIT, NJ 6,2996.3k $486.0k $486.0k 0.03% Reduced -673 -673
33 UBS Group AG 0.00% of their portfolio ZURICH, V8 5,6855.7k $438.6k $438.6k 0.00% Added +1.1k +1,066
34 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 5,1585.2k $398.0k $398.0k 0.00% Reduced -490 -490
35 Quest 10 Wealth Builders, Inc. 0.35% of their portfolio Fuquay-Varina, VA 5,1555.2k $397.7k $397.7k 0.35% Reduced -1.7k -1,680
36 Foundations Investment Advisors, LLC 0.00% of their portfolio PHOENIX, AZ 4,8324.8k $372.8k $372.8k 0.00% Reduced -213 -213
37 Allie Family Office LLC 0.15% of their portfolio MIAMI, FL 4,4554.5k $343.7k $343.7k 0.15% Unchanged
38 BUCKHEAD CAPITAL MANAGEMENT LLC 0.12% of their portfolio ATLANTA, GA 4,1894.2k $323.2k $323.2k 0.12% Added +523 +523
39 CIBC Bancorp USA Inc. 0.00% of their portfolio CHICAGO, IL 3,9994.0k $308.5k $308.5k 0.00% First filing
40 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 3,5903.6k $277.0k $277.0k 0.00% Added +19 +19
41 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 3,4653.5k $267.3k $267.3k 0.00% Added +187 +187
42 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 3,1363.1k $242.0k $242.0k 0.00% Unchanged
43 Richardson Capital Management LLC 0.11% of their portfolio MENOMONEE FALLS, WI 3,0863.1k $238.1k $238.1k 0.11% Unchanged
44 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 3,0683.1k $236.7k $236.7k 0.00% Reduced -715 -715
45 Accordant Advisory Group Inc 0.14% of their portfolio ANNAPOLIS, MD 3,0223.0k $233.2k $233.2k 0.14% Added +755 +755
46 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 3,0193.0k $232.9k $232.9k 0.00% Reduced -24 -24
47 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 2,8372.8k $218.9k $218.9k 0.00% Added +9 +9
48 Lloyd Advisory Services, LLC. 0.06% of their portfolio SUWANEE, GA 2,7722.8k $213.9k $213.9k 0.06% Added +2.4k +2,413
49 Kingdom Financial Group LLC. 0.06% of their portfolio PEORIA, AZ 2,7722.8k $213.9k $213.9k 0.06% Reduced -1.2k -1,206
50 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 2,7232.7k $210.7k $210.7k 0.00% Reduced -209 -209
51 Centennial Advisors, LLC 0.27% of their portfolio AUSTIN, TX 2,7022.7k $208.5k $208.5k 0.27% Reduced -1.5k -1,546
52 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 2,6212.6k $202.2k $202.2k 0.00% New
53 Key Financial Inc 0.03% of their portfolio WEST CHESTER, PA 2,3352.3k $180.2k $180.2k 0.03% Unchanged
54 Larson Financial Group LLC 0.01% of their portfolio ST LOUIS, MO 2,3262.3k $179.5k $179.5k 0.01% Added +9 +9
55 GLENMEDE TRUST CO NA 0.00% of their portfolio PHILADELPHIA, PA 2,1792.2k $168.1k $168.1k 0.00% New
56 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 1,8801.9k $145.0k $145.0k 0.00% New
57 Crews Bank & Trust 0.02% of their portfolio PORT CHARLOTTE, FL 1,8401.8k $142.0k $142.0k 0.02% Unchanged
58 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 1,6221.6k $122.7k $122.7k 0.00% Added +91 +91
59 Raleigh Capital Management Inc. 0.04% of their portfolio CARY, NC 1,4281.4k $110.2k $110.2k 0.04% Added +374 +374
60 CWM, LLC 0.00% of their portfolio OMAHA, NE 965965 $74.5k $74.5k 0.00% Unchanged
61 Cornerstone Planning Group LLC 0.01% of their portfolio FAIRFIELD, NJ 931931 $75.1k $75.1k 0.01% Added +609 +609
62 FMR LLC 0.00% of their portfolio BOSTON, MA 905905 $69.8k $69.8k 0.00% Unchanged
63 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 800800 $61.7k $61.7k 0.00% New
64 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 635635 $49.0k $49.0k 0.00% Unchanged
65 BlackRock, Inc. 0.00% of their portfolio New York, NY 590590 $45.5k $45.5k 0.00% Unchanged
66 HARBOR INVESTMENT ADVISORY, LLC 0.00% of their portfolio LUTHERVILLE, MD 565565 $43.6k $43.6k 0.00% Unchanged
67 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 414414 $31.9k $31.9k 0.00% Reduced -129 -129
68 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 336336 $25.9k $25.9k 0.00% Added +176 +176
69 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 300300 $23.1k $23.1k 0.00% Unchanged
70 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 225225 $17.4k $17.4k 0.00% New
71 Tidemark, LLC 0.00% of their portfolio SAN DIEGO, CA 223223 $17.2k $17.2k 0.00% Unchanged
72 Networth Advisors, LLC 0.01% of their portfolio CANONSBURG, PA 223223 $17.2k $17.2k 0.01% Reduced -68 -68
73 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 200200 $15.4k $15.4k 0.00% New
74 Triumph Capital Management 0.00% of their portfolio DENVER, CO 154154 $11.9k $11.9k 0.00% Unchanged
75 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 144144 $11.1k $11.1k 0.00% Unchanged
76 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 143143 $11.0k $11.0k 0.00% Added +1 +1
77 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 126126 $9.7k $9.7k 0.00% Unchanged
78 FAS Wealth Partners, Inc. 0.00% of their portfolio LEAWOOD, KS 120120 $9.3k $9.3k 0.00% Unchanged
79 Medallion Wealth Advisors, LLC 0.00% of their portfolio FARMINGTON, CT 100100 $7.7k $7.7k 0.00% Unchanged
80 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 8484 $6.3k $6.3k 0.00% Unchanged
81 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 5656 $4.3k $4.3k 0.00% Unchanged
82 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 1313 $1.0k $1.0k 0.00% Reduced -4 -4
83 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 44 $309 $309 0.00% Reduced -64 -64
84 Sound Income Strategies, LLC 0.00% of their portfolio FT LAUDERDALE, FL 44 $310 $310 0.00% Added +2 +2
85 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 11 $77 $77 0.00% Unchanged
86 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 00 $8 $8 0.00% Reduced -1 -1