Vault-13

SPDR INDEX SHS FDS WDIV

S&P GLBDIV ETF · ETP · CUSIP 78463X459

84 institutional holders -2 vs Q1 2026
1,356,2481.4m shares reported held*
$108.4mreported value*
8 new 30 added 22 reduced 11 sold out net sold ≈ $100.3k (-1.3k 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 ($90.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $79.92.

Trends to Q2 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: 86Q2 26: 8484Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 202684

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q3 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 25Q1 26: 35 bought or addedQ1 26: 34 cut or sold outQ2 26: 38 bought or addedQ2 26: 33 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20242136
Q4 20242138
Q1 20252327
Q2 20253231
Q3 20253132
Q4 20253925
Q1 20263534
Q2 20263833

Biggest buyers

Kingsview Wealth Management, LLC New +118,640+118.6k
BANK OF AMERICA CORP /DE/ Added +27,744+27.7k
CITIGROUP INC Added +9,161+9.2k
RAYMOND JAMES FINANCIAL INC Added +7,668+7.7k
GOLDMAN SACHS GROUP INC New +5,885+5.9k
Cambridge Investment Research Advisors, Inc. Added +3,590+3.6k
WELLS FARGO & COMPANY/MN Added +3,232+3.2k
FLP Wealth Management, LLC New +2,751+2.8k
OSAIC HOLDINGS, INC. Added +2,385+2.4k
Farther Finance Advisors, LLC Added +1,550+1.6k

Biggest sellers

GTS SECURITIES LLC Sold out -58,802-58.8k
KKM Financial LLC Sold out -55,145-55.1k
JANE STREET GROUP, LLC Sold out -19,373-19.4k
WealthShield Partners, LLC Sold out -19,156-19.2k
Ascentis Independent Advisors Sold out -9,400-9.4k
AE Wealth Management LLC Reduced -8,083-8.1k
MORGAN STANLEY Reduced -7,028-7.0k
GLENMEDE TRUST CO NA Sold out -2,179-2.2k
UBS Group AG Reduced -1,999-2.0k
Crews Bank & Trust Sold out -1,840-1.8k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 AE Wealth Management LLC 0.09% of their portfolio TOPEKA, KS 246,742246.7k $19.7m $19.7m 0.09% Reduced -8.1k -8,083
2 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 130,841130.8k $10.5m $10.5m 0.00% Added +133 +133
3 Kingsview Wealth Management, LLC 0.11% of their portfolio GRANTS PASS, OR 118,640118.6k $9.5m $9.5m 0.11% New
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 116,218116.2k $9.3m $9.3m 0.00% Added +27.7k +27,744
5 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 111,605111.6k $8.9m $8.9m 0.00% Reduced -7.0k -7,028
6 STATE STREET CORP 0.00% of their portfolio BOSTON, MA 87,60087.6k $7.0m $7.0m 0.00% Unchanged
7 Corient Private Wealth LP 0.01% of their portfolio MIAMI, FL 50,57550.6k $4.0m $4.0m 0.01% Reduced -374 -374
8 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 49,33349.3k $3.9m $3.9m 0.00% Added +7.7k +7,668
9 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 38,09538.1k $3.0m $3.0m 0.00% Reduced -599 -599
10 Wealthspire Advisors, LLC 0.02% of their portfolio NEW YORK, NY 35,59335.6k $2.8m $2.8m 0.02% Unchanged
11 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 29,42629.4k $2.4m $2.4m 0.00% Reduced -1.3k -1,330
12 Mariner, LLC 0.00% of their portfolio Overland Park, KS 29,01729.0k $2.3m $2.3m 0.00% Reduced -1.1k -1,114
13 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 25,05925.1k $2.0m $2.0m 0.00% Added +9.2k +9,161
14 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 19,71619.7k $1.6m $1.6m 0.00% Added +31 +31
15 Seneca Financial Advisors LLC 0.38% of their portfolio ROCHESTER, NY 18,41918.4k $1.5m $1.5m 0.38% Added +122 +122
16 KINGSWOOD WEALTH ADVISORS, LLC 0.05% of their portfolio SAN DIEGO, CA 16,08016.1k $1.3m $1.3m 0.05% Added +34 +34
17 RICHARDS, MERRILL & PETERSON, INC. 0.40% of their portfolio SPOKANE, WA 15,72515.7k $1.3m $1.3m 0.40% Added +1.2k +1,153
18 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 15,19215.2k $1.2m $1.2m 0.00% Added +24 +24
19 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 13,75113.8k $1.1m $1.1m 0.00% Added +34 +34
20 Key Capital Management, INC 0.55% of their portfolio HENDERSONVILLE, TN 37075, TN 13,44813.4k $1.1m $1.1m 0.55% Added +1.4k +1,411
21 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 12,36512.4k $988.1k $988.1k 0.00% Reduced -168 -168
22 Crescent Sterling, Ltd. 0.74% of their portfolio METAIRIE, LA 10,38510.4k $829.8k $829.8k 0.74% Added +491 +491
23 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 9,7489.7k $792.8k $792.8k 0.00% Reduced -295 -295
24 BROWN BROTHERS HARRIMAN & CO 0.00% of their portfolio NEW YORK, NY 8,7408.7k $698.4k $698.4k 0.00% Unchanged
25 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 7,1807.2k $574.0k $574.0k 0.00% Added +3.6k +3,590
26 LifeWealth Investments, LLC 0.15% of their portfolio WINTER GARDEN, FL 7,0527.1k $563.5k $563.5k 0.15% Reduced -277 -277
27 Simplicity Wealth,LLC 0.02% of their portfolio SUMMIT, NJ 6,6616.7k $532.3k $532.3k 0.02% Added +362 +362
28 Compagnie Lombard Odier SCmA 0.01% of their portfolio 1204 GENEVA, V8 6,2856.3k $502.2k $502.2k 0.01% Reduced -585 -585
29 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 5,8855.9k $470.3k $470.3k 0.00% New
30 B.O.S.S. Retirement Advisors, LLC 0.12% of their portfolio Lehi, UT 5,6675.7k $452.9k $452.9k 0.12% Reduced -853 -853
31 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 5,4535.5k $435.7k $435.7k 0.00% Added +2.4k +2,385
32 Quest 10 Wealth Builders, Inc. 0.31% of their portfolio Fuquay-Varina, VA 5,0675.1k $404.9k $404.9k 0.31% Reduced -88 -88
33 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 4,8034.8k $383.8k $383.8k 0.00% Reduced -355 -355
34 Foundations Investment Advisors, LLC 0.00% of their portfolio PHOENIX, AZ 4,7564.8k $380.0k $380.0k 0.00% Reduced -76 -76
35 Allie Family Office LLC 0.13% of their portfolio MIAMI, FL 4,4554.5k $356.0k $356.0k 0.13% Unchanged
36 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 4,2734.3k $341.4k $341.4k 0.00% Added +1.6k +1,550
37 BUCKHEAD CAPITAL MANAGEMENT LLC 0.11% of their portfolio ATLANTA, GA 4,1904.2k $334.8k $334.8k 0.11% Added +1 +1
38 CIBC Bancorp USA Inc. 0.00% of their portfolio CHICAGO, IL 3,9994.0k $319.6k $319.6k 0.00% Unchanged
39 UBS Group AG 0.00% of their portfolio ZURICH, V8 3,6863.7k $294.5k $294.5k 0.00% Reduced -2.0k -1,999
40 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 3,3133.3k $264.8k $264.8k 0.00% Reduced -152 -152
41 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 3,2323.2k $258.3k $258.3k 0.00% Added +3.2k +3,232
42 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 3,1363.1k $251.0k $251.0k 0.00% Unchanged
43 Richardson Capital Management LLC 0.11% of their portfolio MENOMONEE FALLS, WI 3,0863.1k $246.6k $246.6k 0.11% Unchanged
44 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 3,0083.0k $240.4k $240.4k 0.00% Reduced -11 -11
45 Accordant Advisory Group Inc 0.16% of their portfolio ANNAPOLIS, MD 2,9873.0k $238.7k $238.7k 0.16% Reduced -35 -35
46 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 2,8672.9k $229.1k $229.1k 0.00% Added +30 +30
47 Kingdom Financial Group LLC. 0.06% of their portfolio PEORIA, AZ 2,8112.8k $224.6k $224.6k 0.06% Added +39 +39
48 FLP Wealth Management, LLC 0.39% of their portfolio BENTONVILLE, AR 2,7512.8k $219.8k $219.8k 0.39% New
49 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 2,6422.6k $211.1k $211.1k 0.00% Added +21 +21
50 Centennial Advisors, LLC 0.24% of their portfolio AUSTIN, TX 2,5152.5k $201.0k $201.0k 0.24% Reduced -187 -187
51 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 2,3562.4k $188.3k $188.3k 0.00% Added +30 +30
52 Key Financial Inc 0.03% of their portfolio WEST CHESTER, PA 2,3352.3k $186.6k $186.6k 0.03% Unchanged
53 Lloyd Advisory Services, LLC. 0.06% of their portfolio SUWANEE, GA 1,8921.9k $151.2k $151.2k 0.06% Reduced -880 -880
54 BARCLAYS PLC 0.00% of their portfolio LONDON, X0 1,8801.9k $150.2k $150.2k 0.00% Unchanged
55 FMR LLC 0.00% of their portfolio BOSTON, MA 1,8321.8k $146.4k $146.4k 0.00% Added +927 +927
56 COMPASS FINANCIAL MANAGEMENT LLC 0.02% of their portfolio TAMPA, FL 1,6421.6k $135.9k $135.9k 0.02% First filing
57 Raleigh Capital Management Inc. 0.04% of their portfolio CARY, NC 1,6251.6k $129.9k $129.9k 0.04% Added +197 +197
58 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 1,5051.5k $120.9k $120.9k 0.00% Reduced -117 -117
59 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 1,4441.4k $115.4k $115.4k 0.00% New
60 Cornerstone Planning Group LLC 0.01% of their portfolio FAIRFIELD, NJ 948948 $78.5k $78.5k 0.01% Added +17 +17
61 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 789789 $63.0k $63.0k 0.00% Reduced -11 -11
62 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 635635 $50.7k $50.7k 0.00% Unchanged
63 BlackRock, Inc. 0.00% of their portfolio New York, NY 590590 $47.1k $47.1k 0.00% Unchanged
64 HARBOR INVESTMENT ADVISORY, LLC 0.00% of their portfolio LUTHERVILLE, MD 565565 $45.1k $45.1k 0.00% Unchanged
65 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 414414 $33.1k $33.1k 0.00% Unchanged
66 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 384384 $30.7k $30.7k 0.00% Added +48 +48
67 Federation des caisses Desjardins du Quebec 0.00% of their portfolio LEVIS, A8 300300 $24.0k $24.0k 0.00% Unchanged
68 Montgomery Financial Services LLC 0.02% of their portfolio OCEAN CITY, MD 244244 $19.5k $19.5k 0.02% First filing
69 Networth Advisors, LLC 0.01% of their portfolio CANONSBURG, PA 229229 $18.3k $18.3k 0.01% Added +6 +6
70 Tidemark, LLC 0.00% of their portfolio SAN DIEGO, CA 223223 $17.8k $17.8k 0.00% Unchanged
71 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 220220 $17.6k $17.6k 0.00% New
72 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 200200 $16.0k $16.0k 0.00% Unchanged
73 TOUNJIAN ADVISORY PARTNERS, LLC 0.01% of their portfolio FORT MYERS, FL 159159 $12.7k $12.7k 0.01% New
74 Triumph Capital Management 0.00% of their portfolio DENVER, CO 154154 $12.3k $12.3k 0.00% Unchanged
75 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 145145 $11.6k $11.6k 0.00% Added +2 +2
76 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 144144 $11.5k $11.5k 0.00% Unchanged
77 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 129129 $10.3k $10.3k 0.00% Added +3 +3
78 FAS Wealth Partners, Inc. 0.00% of their portfolio LEAWOOD, KS 121121 $9.6k $9.6k 0.00% Added +1 +1
79 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 8484 $6.7k $6.7k 0.00% Unchanged
80 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 5656 $4.5k $4.5k 0.00% Unchanged
81 Aptus Capital Advisors, LLC 0.00% of their portfolio FAIRHOPE, AL 2222 $1.8k $1.8k 0.00% New
82 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 2222 $1.8k $1.8k 0.00% New
83 Sterling Capital Management LLC 0.00% of their portfolio CHARLOTTE, NC 1313 $1.0k $1.0k 0.00% Unchanged
84 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 11 $80 $80 0.00% Unchanged