Vault-13

SPDR INDEX SHS FDS EDIV

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

127 institutional holders +3 vs Q2 2024
7,423,4357.4m shares reported held*
$278.4mreported value*
17 new 57 added 29 reduced 16 sold out net bought ≈ $19.9m (+560.3k 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. Holder counts are more reliable. Implied quarter-end price ≈ $37.50.

Trends to Q3 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: 124Q3 24: 127127Q3 22Q1 23Q3 23Q1 24Q3 24
Numbers
QuarterHolders
Q3 202268
Q4 202270
Q1 202362
Q2 202378
Q3 202383
Q4 2023106
Q1 2024106
Q2 2024124
Q3 2024127

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 outQ1 23: 25 bought or addedQ1 23: 23 cut or sold outQ1 23Q2 23: 35 bought or addedQ2 23: 21 cut or sold outQ3 23: 39 bought or addedQ3 23: 22 cut or sold outQ3 23Q4 23: 54 bought or addedQ4 23: 31 cut or sold outQ1 24: 47 bought or addedQ1 24: 49 cut or sold outQ1 24Q2 24: 67 bought or addedQ2 24: 43 cut or sold outQ3 24: 74 bought or addedQ3 24: 45 cut or sold outQ3 24
Numbers
QuarterBought or addedCut or sold out
Q4 20223231
Q1 20232523
Q2 20233521
Q3 20233922
Q4 20235431
Q1 20244749
Q2 20246743
Q3 20247445

Biggest buyers

swisspartners Advisors Ltd New +214,200+214.2k
First Heartland Consultants, Inc. New +134,863+134.9k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +98,882+98.9k
LPL Financial LLC Added +87,492+87.5k
Bond & Devick Financial Network, Inc. New +81,375+81.4k
OLD MISSION CAPITAL LLC Added +45,575+45.6k
Trademark Financial Management, LLC New +42,120+42.1k
WELLS FARGO & COMPANY/MN Added +42,075+42.1k
Mariner, LLC Added +38,327+38.3k
JANE STREET GROUP, LLC Added +35,918+35.9k

Biggest sellers

BRASS TAX WEALTH MANAGEMENT, INC Sold out -184,410-184.4k
SMI Advisory Services, LLC Sold out -174,813-174.8k
Luken Investment Analytics, LLC Reduced -126,721-126.7k
Focus Partners Wealth Sold out -45,792-45.8k
Allianz Asset Management GmbH Sold out -20,000-20.0k
GSA CAPITAL PARTNERS LLP Sold out -9,541-9.5k
ROYAL BANK OF CANADA Reduced -9,078-9.1k
Asset Dedication, LLC Reduced -8,032-8.0k
Insight Advisors, LLC/ PA Reduced -7,609-7.6k
MMA ASSET MANAGEMENT LLC Sold out -7,343-7.3k

Holders, Q3 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 525,796525.8k $19.8m $19.8m 0.00% Added +16.1k +16,118
2 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 456,260456.3k $17.2m $17.2m 0.01% Added +87.5k +87,492
3 AE Wealth Management LLC 0.14% of their portfolio TOPEKA, KS 408,221408.2k $15.4m $15.4m 0.14% Added +3.6k +3,649
4 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 356,053356.1k $13.4m $13.4m 0.00% Added +42.1k +42,075
5 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 330,105330.1k $12.4m $12.4m 0.00% Reduced -9.1k -9,078
6 M&T Bank Corp 0.04% of their portfolio BUFFALO, NY 314,153314.2k $11.8m $11.8m 0.04% Reduced -6.8k -6,817
7 UBS Group AG 0.00% of their portfolio ZURICH, V8 274,159274.2k $10.3m $10.3m 0.00% Added +2.0k +1,959
8 Concurrent Investment Advisors, LLC 0.29% of their portfolio Tampa, FL 259,456259.5k $9.8m $9.8m 0.29% Added +357 +357
9 Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio ST. PETERSBURG, FL 257,266257.3k $9.7m $9.7m 0.01% Added +535 +535
10 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 230,085230.1k $8.7m $8.7m 0.00% Added +23.6k +23,592
11 swisspartners Advisors Ltd 6.28% of their portfolio ZURICH, V8 214,200214.2k $6.8m $6.8m 6.28% New
12 Drake & Associates, LLC 2.39% of their portfolio WAUKESHA, WI 196,845196.8k $7.4m $7.4m 2.39% Added +12.4k +12,435
13 Systelligence, LLC 1.73% of their portfolio BLOOMINGTON, MN 185,198185.2k $7.0m $7.0m 1.73% Added +13.5k +13,473
14 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 180,745180.7k $6.8m $6.8m 0.01% Added +98.9k +98,882
15 CENTAURUS FINANCIAL, INC. 0.41% of their portfolio ANAHEIM, CA 170,168170.2k $6.4m $6.4m 0.41% Reduced -53 -53
16 Tower Wealth Partners, Inc. 3.29% of their portfolio LEWISBURG, PA 150,121150.1k $5.7m $5.7m 3.29% Added +575 +575
17 OLD MISSION CAPITAL LLC 0.11% of their portfolio CHICAGO, IL 135,188135.2k $5.1m $5.1m 0.11% Added +45.6k +45,575
18 First Heartland Consultants, Inc. 0.55% of their portfolio LAKE ST. LOUIS, MO 134,863134.9k $5.1m $5.1m 0.55% New
19 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 126,802126.8k $4.8m $4.8m 0.00% Added +11.5k +11,509
20 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 116,371116.4k $4.4m $4.4m 0.01% Added +16.0k +16,030
21 Old Port Advisors 1.20% of their portfolio PORTLAND, ME 114,585114.6k $4.3m $4.3m 1.20% Reduced -2.7k -2,656
22 Mariner, LLC 0.01% of their portfolio Overland Park, KS 107,393107.4k $4.0m $4.0m 0.01% Added +38.3k +38,327
23 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 106,029106.0k $4.0m $4.0m 0.01% Added +6.4k +6,351
24 CREATIVE FINANCIAL DESIGNS INC /ADV 0.34% of their portfolio KOKOMO, IN 105,795105.8k $4.0m $4.0m 0.34% Reduced -1.2k -1,177
25 TITLEIST ASSET MANAGEMENT, LLC 0.47% of their portfolio SAN ANTONIO, TX 86,71686.7k $3.3m $3.3m 0.47% Added +2.3k +2,290
26 Bond & Devick Financial Network, Inc. 1.31% of their portfolio ST. LOUIS PARK, MN 81,37581.4k $3.1m $3.1m 1.31% New
27 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.20% of their portfolio CEDAR RAPIDS, IA 73,92373.9k $2.8m $2.8m 0.20% Added +11.5k +11,485
28 Premier Path Wealth Partners, LLC 0.42% of their portfolio MADISON, NJ 70,96371.0k $2.7m $2.7m 0.42% Added +2.7k +2,723
29 KESTRA PRIVATE WEALTH SERVICES, LLC 0.05% of their portfolio AUSTIN, TX 68,22268.2k $2.6m $2.6m 0.05% Added +31.2k +31,246
30 Redhawk Wealth Advisors, Inc. 0.35% of their portfolio MINNEAPOLIS, MN 65,56865.6k $2.5m $2.5m 0.35% Added +406 +406
31 WealthShield Partners, LLC 0.32% of their portfolio CARY, NC 62,67862.7k $2.4m $2.4m 0.32% Added +5.9k +5,941
32 IFP Advisors, Inc 0.09% of their portfolio TAMPA, FL 62,64162.6k $2.4m $2.4m 0.09% Added +16.9k +16,854
33 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 56,96757.0k $2.1m $2.1m 0.00% Added +20.9k +20,949
34 Norris Financial Group, LLC 1.02% of their portfolio GREENVILLE, SC 54,84754.8k $2.1m $2.1m 1.02% Added +1.8k +1,846
35 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 53,79353.8k $2.0m $2.0m 0.00% Reduced -1.7k -1,712
36 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 53,76753.8k $2.0m $2.0m 0.00% Added +35.9k +35,918
37 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 52,73052.7k $2.0m $2.0m 0.01% Added +6.8k +6,789
38 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 52,05952.1k $2.0m $2.0m 0.01% Added +2.3k +2,289
39 Rodgers & Associates, LTD 0.23% of their portfolio Lancaster, PA 50,93050.9k $1.9m $1.9m 0.23% Added +1.3k +1,280
40 USAdvisors Wealth Management, LLC 0.67% of their portfolio EDEN PRAIRIE, MN 50,15550.2k $1.9m $1.9m 0.67% Reduced -2.2k -2,226
41 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 49,12749.1k $1.9m $1.9m 0.00% Added +29.4k +29,354
42 Atria Investments, Inc 0.02% of their portfolio Charlotte, NC 48,11248.1k $1.8m $1.8m 0.02% Reduced -860 -860
43 SILVER OAK SECURITIES, INCORPORATED 0.19% of their portfolio JACKSON, TN 46,71646.7k $1.8m $1.8m 0.19% Reduced -1.6k -1,622
44 Trademark Financial Management, LLC 1.26% of their portfolio Bloomington, MN 42,12042.1k $1.6m $1.6m 1.26% New
45 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 38,04538.0k $1.4m $1.4m 0.00% Added +21.6k +21,569
46 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 37,14237.1k $1.4m $1.4m 0.01% Added +1.4k +1,444
47 Gladstone Institutional Advisory LLC 0.07% of their portfolio Bedminster, NJ 35,84735.8k $1.4m $1.4m 0.07% Added +3.5k +3,502
48 Stratos Wealth Advisors, LLC 0.06% of their portfolio BEACHWOOD, OH 35,45135.5k $1.3m $1.3m 0.06% Added +557 +557
49 RDA Financial Network 0.41% of their portfolio AKRON, IA 34,92234.9k $1.3m $1.3m 0.41% Added +1.4k +1,445
50 Altura Wealth Advisors Inc. 0.85% of their portfolio SANTA CLARA, CA 34,43634.4k $1.3m $1.3m 0.85% Added +5.6k +5,638
51 BNP PARIBAS 0.05% of their portfolio NEW YORK, NY 32,85632.9k $1.2m $1.2m 0.05% Added +3.0k +3,003
52 Asset Dedication, LLC 0.08% of their portfolio SAN FRANCISCO, CA 30,92530.9k $1.2m $1.2m 0.08% Reduced -8.0k -8,032
53 Luken Investment Analytics, LLC 0.53% of their portfolio BRENTWOOD, TN 30,52430.5k $1.1m $1.1m 0.53% Reduced -126.7k -126,721
54 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 30,44830.4k $1.1m $1.1m 0.00% Reduced -2.4k -2,412
55 Able Wealth Management LLC 0.72% of their portfolio Toms River, NJ 25,19825.2k $949.2k $949.2k 0.72% Added +4.5k +4,470
56 Cambridge Financial Group, LLC 0.37% of their portfolio TUCSON, AZ 23,39523.4k $881.3k $881.3k 0.37% Unchanged
57 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 21,13321.1k $796.1k $796.1k 0.00% Reduced -4.3k -4,266
58 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 20,65920.7k $778.2k $778.2k 0.00% Reduced -526 -526
59 RiverTree Advisors, LLC 0.48% of their portfolio WINTER PARK, FL 18,95619.0k $714.1k $714.1k 0.48% New
60 Insight Advisors, LLC/ PA 0.11% of their portfolio Newtown, PA 17,39017.4k $655.1k $655.1k 0.11% Reduced -7.6k -7,609
61 MARYLAND CAPITAL ADVISORS INC. 0.29% of their portfolio CHESTER, MD 15,68215.7k $590.7k $590.7k 0.29% Reduced -467 -467
62 Financial Advocates Investment Management 0.03% of their portfolio OLYMPIA, WA 14,66814.7k $552.5k $552.5k 0.03% Reduced -813 -813
63 Smartleaf Asset Management LLC 0.06% of their portfolio BOSTON, MA 14,04614.0k $533.7k $533.7k 0.06% Added +1.9k +1,902
64 WCG Wealth Advisors LLC 0.03% of their portfolio LAS VEGAS, NV 13,47913.5k $508.0k $508.0k 0.03% Reduced -202 -202
65 NOMURA ASSET MANAGEMENT CO LTD 0.00% of their portfolio TOKYO, M0 12,24612.2k $461.3k $461.3k 0.00% Unchanged
66 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 11,03711.0k $415.8k $415.8k 0.01% New
67 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 10,28810.3k $387.6k $387.6k 0.00% Reduced -1.3k -1,260
68 RETIREMENT INCOME SOLUTIONS, INC 0.09% of their portfolio ANN ARBOR, MI 10,16410.2k $382.9k $382.9k 0.09% Added +2.8k +2,802
69 Authentikos Wealth Advisory, LLC 0.36% of their portfolio MORGAN HILL, CA 10,00710.0k $377.0k $377.0k 0.36% Reduced -6.8k -6,829
70 COMERICA BANK 0.00% of their portfolio DALLAS, TX 9,96810.0k $375.5k $375.5k 0.00% Reduced -95 -95
71 Avior Wealth Management, LLC 0.01% of their portfolio OMAHA, NE 9,7289.7k $366.5k $366.5k 0.01% Added +3.1k +3,099
72 Global Strategic Investment Solutions, LLC 0.04% of their portfolio Scottsdale, AZ 9,6029.6k $361.7k $361.7k 0.04% Unchanged
73 AlTi Global, Inc. 0.01% of their portfolio NEW YORK, NY 9,4209.4k $354.9k $354.9k 0.01% New
74 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 9,3629.4k $352.7k $352.7k 0.00% Reduced -668 -668
75 Crescent Grove Advisors, LLC 0.04% of their portfolio LAKE FOREST, IL 9,1279.1k $343.8k $343.8k 0.04% Unchanged
76 Foundations Investment Advisors, LLC 0.01% of their portfolio PHOENIX, AZ 8,9819.0k $338.3k $338.3k 0.01% Added +748 +748
77 THOROUGHBRED FINANCIAL SERVICES, LLC 0.02% of their portfolio BRENTWOOD, TN 8,7958.8k $331.0k $331.0k 0.02% Added +1.5k +1,493
78 Cherry Tree Wealth Management, LLC 0.08% of their portfolio MINNETONKA, MN 8,5618.6k $322.5k $322.5k 0.08% Reduced -509 -509
79 B.O.S.S. Retirement Advisors, LLC 0.06% of their portfolio Lehi, UT 8,4758.5k $319.3k $319.3k 0.06% New
80 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 8,2508.2k $310.8k $310.8k 0.00% New
81 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 8,1538.2k $307.1k $307.1k 0.00% Reduced -1.5k -1,500
82 Composition Wealth, LLC 0.01% of their portfolio LOS ANGELES, CA 8,0228.0k $302.2k $302.2k 0.01% Unchanged
83 FINANCIAL ADVISORY PARTNERS, LLC 0.09% of their portfolio WINTER PARK, FL 7,2127.2k $271.7k $271.7k 0.09% Added +406 +406
84 Simplicity Wealth,LLC 0.02% of their portfolio SUMMIT, NJ 6,9537.0k $261.9k $261.9k 0.02% New
85 Fiduciary Trust Co 0.00% of their portfolio Boston, MA 6,5276.5k $245.9k $245.9k 0.00% New
86 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 6,4166.4k $241.7k $241.7k 0.00% New
87 COWA, LLC 0.11% of their portfolio Tulsa, OK 6,0016.0k $226.1k $226.1k 0.11% Added +35 +35
88 Coastwise Capital Group, LLC 0.18% of their portfolio LA JOLLA, CA 5,7415.7k $216.3k $216.3k 0.18% Added +51 +51
89 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 5,4885.5k $206.7k $206.7k 0.00% New
90 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% of their portfolio Seattle, WA 5,4035.4k $203.5k $203.5k 0.01% New
91 Samalin Investment Counsel, LLC 0.09% of their portfolio CHAPPAQUA, NY 5,3805.4k $202.7k $202.7k 0.09% New
92 Continuum Advisory, LLC 0.02% of their portfolio EAGLE, ID 4,2794.3k $150.1k $150.1k 0.02% Unchanged
93 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 3,8153.8k $144.9k $144.9k 0.00% Added +2.9k +2,919
94 SouthState Bank Corp 0.01% of their portfolio Winter Haven, FL 2,9833.0k $112.4k $112.4k 0.01% Unchanged
95 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 2,3632.4k $89.0k $89.0k 0.00% Unchanged
96 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 1,9471.9k $73.3k $73.3k 0.00% Reduced -500 -500
97 FMR LLC 0.00% of their portfolio BOSTON, MA 1,8801.9k $70.8k $70.8k 0.00% Added +1.0k +1,033
98 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 1,6861.7k $63.5k $63.5k 0.00% Added +184 +184
99 Pineridge Advisors LLC 0.02% of their portfolio ST. CHARLES, MO 1,5391.5k $58.0k $58.0k 0.02% Reduced -87 -87
100 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 1,4991.5k $56.5k $56.5k 0.00% Added +832 +832