Vault-13

SPDR INDEX SHS FDS EDIV

S&P EM MKT DIV · ETP · CUSIP 78463X533

124 institutional holders +18 vs Q1 2024
6,862,8976.9m shares reported held*
$242.6mreported value*
30 new 37 added 31 reduced 12 sold out net bought ≈ $12.2m (+345.7k 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. Holder counts are more reliable. Implied quarter-end price ≈ $35.34.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 68Q4 22: 70Q1 23: 62Q2 23: 78Q3 23: 83Q4 23: 106Q1 24: 106Q2 24: 124124Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 202268
Q4 202270
Q1 202362
Q2 202378
Q3 202383
Q4 2023106
Q1 2024106
Q2 2024124

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 22: 32 bought or addedQ4 22: 31 cut or sold outQ4 22Q1 23: 25 bought or addedQ1 23: 23 cut or sold outQ2 23: 35 bought or addedQ2 23: 21 cut or sold outQ2 23Q3 23: 39 bought or addedQ3 23: 22 cut or sold outQ4 23: 54 bought or addedQ4 23: 31 cut or sold outQ4 23Q1 24: 47 bought or addedQ1 24: 49 cut or sold outQ2 24: 67 bought or addedQ2 24: 43 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 20223231
Q1 20232523
Q2 20233521
Q3 20233922
Q4 20235431
Q1 20244749
Q2 20246743

Biggest buyers

Drake & Associates, LLC New +184,410+184.4k
BRASS TAX WEALTH MANAGEMENT, INC New +184,410+184.4k
CENTAURUS FINANCIAL, INC. New +170,221+170.2k
LPL Financial LLC Added +165,168+165.2k
Luken Investment Analytics, LLC New +157,245+157.2k
Tower Wealth Partners, Inc. New +149,546+149.5k
CREATIVE FINANCIAL DESIGNS INC /ADV New +106,972+107.0k
OLD MISSION CAPITAL LLC Added +68,378+68.4k
Cetera Investment Advisers Added +66,974+67.0k
USAdvisors Wealth Management, LLC New +52,381+52.4k

Biggest sellers

MORGAN STANLEY Reduced -929,524-929.5k
JANE STREET GROUP, LLC Reduced -209,069-209.1k
AE Wealth Management LLC Reduced -133,089-133.1k
Financial Management Professionals, Inc. Sold out -66,358-66.4k
CITADEL ADVISORS LLC Sold out -24,410-24.4k
HRT FINANCIAL LP Sold out -22,154-22.2k
ENVESTNET ASSET MANAGEMENT INC Reduced -18,823-18.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -17,530-17.5k
M&T Bank Corp Reduced -14,640-14.6k
Insight Advisors, LLC/ PA Reduced -13,656-13.7k

Holders, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 509,678509.7k $18.0m $18.0m 0.00% Reduced -929.5k -929,524
2 AE Wealth Management LLC 0.14% of their portfolio TOPEKA, KS 404,572404.6k $14.3m $14.3m 0.14% Reduced -133.1k -133,089
3 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 368,768368.8k $13.0m $13.0m 0.01% Added +165.2k +165,168
4 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 339,183339.2k $12.0m $12.0m 0.00% Added +22.2k +22,215
5 M&T Bank Corp 0.04% of their portfolio BUFFALO, NY 320,970321.0k $11.3m $11.3m 0.04% Reduced -14.6k -14,640
6 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 313,978314.0k $11.1m $11.1m 0.00% Added +20.4k +20,439
7 UBS Group AG 0.00% of their portfolio ZURICH, V8 272,200272.2k $9.6m $9.6m 0.00% Added +4.7k +4,733
8 Concurrent Investment Advisors, LLC 0.30% of their portfolio Tampa, FL 259,099259.1k $9.1m $9.1m 0.30% Reduced -1.4k -1,392
9 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 256,731256.7k $9.1m $9.1m 0.01% Added +4.9k +4,872
10 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 206,493206.5k $7.3m $7.3m 0.00% Added +25.6k +25,560
11 Drake & Associates, LLC 2.33% of their portfolio WAUKESHA, WI 184,410184.4k $6.5m $6.5m 2.33% New
12 BRASS TAX WEALTH MANAGEMENT, INC 1.27% of their portfolio CINCINNATI, OH 184,410184.4k $6.5m $6.5m 1.27% New
13 SMI Advisory Services, LLC 1.56% of their portfolio COLUMBUS, IN 174,813174.8k $6.3m $6.3m 1.56% Reduced -4.2k -4,212
14 Systelligence, LLC 1.61% of their portfolio BLOOMINGTON, MN 171,725171.7k $6.1m $6.1m 1.61% Reduced -13.3k -13,302
15 CENTAURUS FINANCIAL, INC. 0.40% of their portfolio ANAHEIM, CA 170,221170.2k $6.0m $6.0m 0.40% New
16 Luken Investment Analytics, LLC 2.79% of their portfolio BRENTWOOD, TN 157,245157.2k $5.6m $5.6m 2.79% New
17 Tower Wealth Partners, Inc. 3.26% of their portfolio LEWISBURG, PA 149,546149.5k $5.3m $5.3m 3.26% New
18 Old Port Advisors 1.24% of their portfolio PORTLAND, ME 117,241117.2k $4.1m $4.1m 1.24% Reduced -2.7k -2,658
19 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 115,293115.3k $4.1m $4.1m 0.00% Reduced -18.8k -18,823
20 CREATIVE FINANCIAL DESIGNS INC /ADV 0.34% of their portfolio KOKOMO, IN 106,972107.0k $3.8m $3.8m 0.34% New
21 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 100,341100.3k $3.5m $3.5m 0.01% Added +67.0k +66,974
22 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 99,67899.7k $3.5m $3.5m 0.01% Added +46.6k +46,553
23 OLD MISSION CAPITAL LLC 0.08% of their portfolio CHICAGO, IL 89,61389.6k $3.2m $3.2m 0.08% Added +68.4k +68,378
24 TITLEIST ASSET MANAGEMENT, LLC 0.45% of their portfolio SAN ANTONIO, TX 84,42684.4k $3.0m $3.0m 0.45% Added +7.0k +7,001
25 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 81,86381.9k $2.9m $2.9m 0.00% Added +13.1k +13,140
26 Mariner, LLC 0.00% of their portfolio Overland Park, KS 69,06669.1k $2.4m $2.4m 0.00% Added +7.5k +7,520
27 Premier Path Wealth Partners, LLC 0.41% of their portfolio MADISON, NJ 68,24068.2k $2.4m $2.4m 0.41% Added +1.9k +1,892
28 Redhawk Wealth Advisors, Inc. 0.35% of their portfolio MINNEAPOLIS, MN 65,16265.2k $2.3m $2.3m 0.35% Added +26.5k +26,516
29 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.18% of their portfolio CEDAR RAPIDS, IA 62,43862.4k $2.2m $2.2m 0.18% Added +6.9k +6,944
30 WealthShield Partners, LLC 0.31% of their portfolio CARY, NC 56,73756.7k $2.0m $2.0m 0.31% Reduced -1.3k -1,320
31 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 55,50555.5k $2.0m $2.0m 0.00% Reduced -12.9k -12,927
32 Norris Financial Group, LLC 0.97% of their portfolio GREENVILLE, SC 53,00153.0k $1.9m $1.9m 0.97% Added +8.7k +8,733
33 USAdvisors Wealth Management, LLC 0.65% of their portfolio EDEN PRAIRIE, MN 52,38152.4k $1.8m $1.8m 0.65% New
34 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 49,77049.8k $1.8m $1.8m 0.01% Added +34.1k +34,065
35 Rodgers & Associates, LTD 0.23% of their portfolio Lancaster, PA 49,65049.6k $1.8m $1.8m 0.23% Added +32.0k +31,984
36 Atria Investments, Inc 0.02% of their portfolio Charlotte, NC 48,97249.0k $1.7m $1.7m 0.02% New
37 SILVER OAK SECURITIES, INCORPORATED 0.26% of their portfolio JACKSON, TN 48,33848.3k $1.7m $1.7m 0.26% New
38 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 45,94145.9k $1.6m $1.6m 0.01% Reduced -5.1k -5,064
39 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 45,79245.8k $1.6m $1.6m 0.01% New
40 IFP Advisors, Inc 0.06% of their portfolio TAMPA, FL 45,78745.8k $1.6m $1.6m 0.06% Reduced -534 -534
41 Asset Dedication, LLC 0.10% of their portfolio SAN FRANCISCO, CA 38,95739.0k $1.4m $1.4m 0.10% Reduced -107 -107
42 KESTRA PRIVATE WEALTH SERVICES, LLC 0.03% of their portfolio AUSTIN, TX 36,97637.0k $1.3m $1.3m 0.03% New
43 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 36,01836.0k $1.3m $1.3m 0.00% Reduced -941 -941
44 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 35,69835.7k $1.3m $1.3m 0.01% Added +8.5k +8,492
45 Stratos Wealth Advisors, LLC 0.06% of their portfolio BEACHWOOD, OH 34,89434.9k $1.2m $1.2m 0.06% Reduced -162 -162
46 RDA Financial Network 0.39% of their portfolio AKRON, IA 33,47733.5k $1.2m $1.2m 0.39% New
47 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 32,86032.9k $1.2m $1.2m 0.00% Reduced -617 -617
48 Gladstone Institutional Advisory LLC 0.06% of their portfolio Bedminster, NJ 32,34532.3k $1.1m $1.1m 0.06% Added +993 +993
49 BNP PARIBAS 0.05% of their portfolio NEW YORK, NY 29,85329.9k $1.1m $1.1m 0.05% Added +2.2k +2,177
50 Altura Wealth Advisors Inc. 1.00% of their portfolio SANTA CLARA, CA 28,79828.8k $1.0m $1.0m 1.00% Added +17.5k +17,532
51 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 25,39925.4k $896.6k $896.6k 0.00% Reduced -6.8k -6,835
52 Insight Advisors, LLC/ PA 0.16% of their portfolio Newtown, PA 24,99925.0k $882.5k $882.5k 0.16% Reduced -13.7k -13,656
53 Cambridge Financial Group, LLC 0.38% of their portfolio TUCSON, AZ 23,39523.4k $825.8k $825.8k 0.38% Unchanged
54 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 21,18521.2k $747.8k $747.8k 0.00% Added +574 +574
55 Able Wealth Management LLC 0.60% of their portfolio Toms River, NJ 20,72820.7k $731.7k $731.7k 0.60% Added +13.9k +13,923
56 Allianz Asset Management GmbH 0.00% of their portfolio MUNICH, 2M 20,00020.0k $706.0k $706.0k 0.00% Added +3.0k +3,000
57 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 19,77319.8k $698.0k $698.0k 0.00% Reduced -10.0k -9,957
58 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 17,84917.8k $630.1k $630.1k 0.00% Reduced -209.1k -209,069
59 Authentikos Wealth Advisory, LLC 0.75% of their portfolio MORGAN HILL, CA 16,83616.8k $772.3k $772.3k 0.75% Added +4.0k +3,990
60 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 16,47616.5k $581.6k $581.6k 0.00% Added +7.4k +7,417
61 MARYLAND CAPITAL ADVISORS INC. 0.31% of their portfolio CHESTER, MD 16,14916.1k $570.1k $570.1k 0.31% Reduced -110 -110
62 Financial Advocates Investment Management 0.03% of their portfolio OLYMPIA, WA 15,48115.5k $546.5k $546.5k 0.03% Added +46 +46
63 WCG Wealth Advisors LLC 0.04% of their portfolio LAS VEGAS, NV 13,68113.7k $483.0k $483.0k 0.04% New
64 NOMURA ASSET MANAGEMENT CO LTD 0.00% of their portfolio TOKYO, M0 12,24612.2k $432.3k $432.3k 0.00% Unchanged
65 Smartleaf Asset Management LLC 0.07% of their portfolio BOSTON, MA 12,14412.1k $426.9k $426.9k 0.07% Reduced -1.0k -1,026
66 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 11,54811.5k $407.7k $407.7k 0.00% Reduced -144 -144
67 COMERICA BANK 0.00% of their portfolio DALLAS, TX 10,06310.1k $355.2k $355.2k 0.00% Added +7.1k +7,105
68 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 10,03010.0k $354.1k $354.1k 0.00% Reduced -1.3k -1,284
69 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 9,6539.7k $340.8k $340.8k 0.00% Reduced -1.8k -1,835
70 Global Strategic Investment Solutions, LLC 0.04% of their portfolio Scottsdale, AZ 9,6029.6k $339.0k $339.0k 0.04% Unchanged
71 GSA CAPITAL PARTNERS LLP 0.02% of their portfolio LONDON, X0 9,5419.5k $337.0k $337.0k 0.02% Unchanged
72 Crescent Grove Advisors, LLC 0.04% of their portfolio LAKE FOREST, IL 9,1279.1k $322.2k $322.2k 0.04% Unchanged
73 Cherry Tree Wealth Management, LLC 0.08% of their portfolio MINNETONKA, MN 9,0709.1k $320.2k $320.2k 0.08% Reduced -195 -195
74 Foundations Investment Advisors, LLC 0.01% of their portfolio PHOENIX, AZ 8,2338.2k $290.6k $290.6k 0.01% Reduced -657 -657
75 Composition Wealth, LLC 0.01% of their portfolio LOS ANGELES, CA 8,0228.0k $283.2k $283.2k 0.01% Unchanged
76 RETIREMENT INCOME SOLUTIONS, INC 0.06% of their portfolio ANN ARBOR, MI 7,3627.4k $259.9k $259.9k 0.06% Unchanged
77 MMA ASSET MANAGEMENT LLC 0.12% of their portfolio New York, NY 7,3437.3k $259.2k $259.2k 0.12% Added +1.2k +1,187
78 THOROUGHBRED FINANCIAL SERVICES, LLC 0.02% of their portfolio BRENTWOOD, TN 7,3027.3k $257.0k $257.0k 0.02% New
79 Facet Wealth, Inc. 0.01% of their portfolio WEST PALM BEACH, FL 7,0267.0k $244.3k $244.3k 0.01% New
80 FINANCIAL ADVISORY PARTNERS, LLC 0.09% of their portfolio WINTER PARK, FL 6,8066.8k $240.3k $240.3k 0.09% Reduced -196 -196
81 Avior Wealth Management, LLC 0.01% of their portfolio OMAHA, NE 6,6296.6k $234.0k $234.0k 0.01% Added +84 +84
82 COWA, LLC 0.11% of their portfolio Tulsa, OK 5,9666.0k $210.6k $210.6k 0.11% New
83 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 5,8205.8k $205.4k $205.4k 0.00% New
84 Coastwise Capital Group, LLC 0.19% of their portfolio LA JOLLA, CA 5,6905.7k $200.9k $200.9k 0.19% New
85 Gradient Investments LLC 0.00% of their portfolio ARDEN HILLS, MN 5,2935.3k $186.9k $186.9k 0.00% Added +200 +200
86 Continuum Advisory, LLC 0.02% of their portfolio EAGLE, ID 4,2794.3k $151.0k $151.0k 0.02% Added +915 +915
87 SouthState Bank Corp 0.01% of their portfolio Winter Haven, FL 2,9833.0k $105.3k $105.3k 0.01% New
88 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 2,4472.4k $86.4k $86.4k 0.00% Unchanged
89 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 2,3632.4k $83.7k $83.7k 0.00% Unchanged
90 Pineridge Advisors LLC 0.02% of their portfolio ST. CHARLES, MO 1,6261.6k $57.4k $57.4k 0.02% Reduced -912 -912
91 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 1,5021.5k $53.0k $53.0k 0.00% Unchanged
92 Triad Wealth Partners, LLC 0.03% of their portfolio LAWRENCE, KS 1,4581.5k $51.5k $51.5k 0.03% New
93 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 1,3951.4k $49.2k $49.2k 0.01% Reduced -60 -60
94 IAG Wealth Partners, LLC 0.01% of their portfolio WAUKESHA, WI 1,2721.3k $44.9k $44.9k 0.01% New
95 Horrell Capital Management, Inc. 0.01% of their portfolio LITTLE ROCK, AR 1,2221.2k $43.0k $43.0k 0.01% Unchanged
96 Anchor Investment Management, LLC 0.00% of their portfolio COLUMBIA, SC 950950 $33.5k $33.5k 0.00% Unchanged
97 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 896896 $31.6k $31.6k 0.00% New
98 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 895895 $31.6k $31.6k 0.00% Unchanged
99 Scarborough Advisors, LLC 0.01% of their portfolio ANNAPOLIS, MD 859859 $30.3k $30.3k 0.01% New
100 FMR LLC 0.00% of their portfolio BOSTON, MA 847847 $29.9k $29.9k 0.00% Unchanged