Vault-13

SPDR INDEX SHS FDS EDIV

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

146 institutional holders +19 vs Q3 2024
9,676,3929.7m shares reported held*
$340.9mreported value*
19 new 49 added 38 reduced 13 sold out net bought ≈ $67.1m (+1.9m 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 ($376.7k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $35.23.

Trends to Q4 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: 127Q4 24: 146146Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 202268
Q4 202270
Q1 202362
Q2 202378
Q3 202383
Q4 2023106
Q1 2024106
Q2 2024124
Q3 2024127
Q4 2024146

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 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 24Q3 24: 74 bought or addedQ3 24: 45 cut or sold outQ4 24: 68 bought or addedQ4 24: 51 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 20232523
Q2 20233521
Q3 20233922
Q4 20235431
Q1 20244749
Q2 20246743
Q3 20247445
Q4 20246851

Biggest buyers

Cetera Investment Advisers Added +1,119,103+1.1m
LPL Financial LLC Added +305,859+305.9k
MORGAN STANLEY Added +153,810+153.8k
Summit Global Investments New +139,626+139.6k
WELLS FARGO & COMPANY/MN Added +137,063+137.1k
Focus Partners Wealth New +95,378+95.4k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +85,590+85.6k
B.O.S.S. Retirement Advisors, LLC Added +40,453+40.5k
Trademark Financial Management, LLC Added +38,136+38.1k
KESTRA PRIVATE WEALTH SERVICES, LLC Added +36,974+37.0k

Biggest sellers

OLD MISSION CAPITAL LLC Reduced -117,854-117.9k
NATIONS FINANCIAL GROUP INC, /IA/ /ADV Sold out -73,923-73.9k
Norris Financial Group, LLC Sold out -54,847-54.8k
JANE STREET GROUP, LLC Reduced -47,834-47.8k
Stratos Wealth Advisors, LLC Sold out -35,451-35.5k
ROYAL BANK OF CANADA Reduced -34,658-34.7k
HighTower Advisors, LLC Sold out -30,448-30.4k
MML INVESTORS SERVICES, LLC Reduced -27,499-27.5k
SILVER OAK SECURITIES, INCORPORATED Reduced -23,762-23.8k
DEUTSCHE BANK AG\ Reduced -14,418-14.4k

Holders, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Cetera Investment Advisers 0.09% of their portfolio SCHAUMBURG, IL 1,235,4741.2m $43.6m $43.6m 0.09% Added +1.1m +1,119,103
2 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 762,119762.1k $26.9m $26.9m 0.01% Added +305.9k +305,859
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 679,606679.6k $24.0m $24.0m 0.00% Added +153.8k +153,810
4 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 493,116493.1k $17.4m $17.4m 0.00% Added +137.1k +137,063
5 AE Wealth Management LLC 0.12% of their portfolio TOPEKA, KS 414,198414.2k $14.6m $14.6m 0.12% Added +6.0k +5,977
6 M&T Bank Corp 0.04% of their portfolio BUFFALO, NY 313,399313.4k $11.1m $11.1m 0.04% Reduced -754 -754
7 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 295,447295.4k $10.4m $10.4m 0.00% Reduced -34.7k -34,658
8 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 272,930272.9k $9.6m $9.6m 0.00% First filing
9 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 266,335266.3k $9.4m $9.4m 0.01% Added +85.6k +85,590
10 UBS Group AG 0.00% of their portfolio ZURICH, V8 263,743263.7k $9.3m $9.3m 0.00% Reduced -10.4k -10,416
11 Concurrent Investment Advisors, LLC 0.24% of their portfolio Tampa, FL 253,598253.6k $8.9m $8.9m 0.24% Reduced -5.9k -5,858
12 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 225,929225.9k $8.0m $8.0m 0.00% Reduced -4.2k -4,156
13 Drake & Associates, LLC 2.25% of their portfolio WAUKESHA, WI 223,251223.3k $7.9m $7.9m 2.25% Added +26.4k +26,406
14 swisspartners Advisors Ltd 7.48% of their portfolio ZURICH, V8 216,890216.9k $6.9m $6.9m 7.48% Added +2.7k +2,690
15 Systelligence, LLC 1.84% of their portfolio BLOOMINGTON, MN 210,993211.0k $7.4m $7.4m 1.84% Added +25.8k +25,795
16 CENTAURUS FINANCIAL, INC. 0.38% of their portfolio ANAHEIM, CA 177,795177.8k $6.3m $6.3m 0.38% Added +7.6k +7,627
17 First Heartland Consultants, Inc. 0.58% of their portfolio LAKE ST. LOUIS, MO 159,410159.4k $5.6m $5.6m 0.58% Added +24.5k +24,547
18 Tower Wealth Partners, Inc. 2.87% of their portfolio LEWISBURG, PA 155,424155.4k $5.5m $5.5m 2.87% Added +5.3k +5,303
19 Three Cord True Wealth Management, LLC 4.36% of their portfolio Beaver, PA 143,032143.0k $5.0m $5.0m 4.36% First filing
20 Summit Global Investments 0.31% of their portfolio BOUNTIFUL, UT 139,626139.6k $4.9m $4.9m 0.31% New
21 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 135,452135.5k $4.8m $4.8m 0.01% Added +29.4k +29,423
22 Anderson Financial Strategies, LLC 2.59% of their portfolio DAYTON, OH 121,737121.7k $4.3m $4.3m 2.59% First filing
23 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 118,882118.9k $4.2m $4.2m 0.00% Reduced -7.9k -7,920
24 Old Port Advisors 1.14% of their portfolio PORTLAND, ME 112,403112.4k $4.0m $4.0m 1.14% Reduced -2.2k -2,182
25 CREATIVE FINANCIAL DESIGNS INC /ADV 0.31% of their portfolio KOKOMO, IN 108,825108.8k $3.8m $3.8m 0.31% Added +3.0k +3,030
26 Mariner, LLC 0.01% of their portfolio Overland Park, KS 106,268106.3k $3.7m $3.7m 0.01% Reduced -1.1k -1,125
27 KESTRA PRIVATE WEALTH SERVICES, LLC 0.06% of their portfolio AUSTIN, TX 105,196105.2k $3.7m $3.7m 0.06% Added +37.0k +36,974
28 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 95,37895.4k $3.4m $3.4m 0.00% New
29 TITLEIST ASSET MANAGEMENT, LLC 0.38% of their portfolio SAN ANTONIO, TX 92,40092.4k $3.3m $3.3m 0.38% Added +5.7k +5,684
30 Bond & Devick Financial Network, Inc. 1.31% of their portfolio ST. LOUIS PARK, MN 81,37581.4k $3.1m $3.1m 1.31% Unchanged
31 Trademark Financial Management, LLC 2.25% of their portfolio Bloomington, MN 80,25680.3k $2.8m $2.8m 2.25% Added +38.1k +38,136
32 Premier Path Wealth Partners, LLC 0.39% of their portfolio MADISON, NJ 72,80672.8k $2.6m $2.6m 0.39% Added +1.8k +1,843
33 Redhawk Wealth Advisors, Inc. 0.35% of their portfolio MINNEAPOLIS, MN 72,80172.8k $2.6m $2.6m 0.35% Added +7.2k +7,233
34 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 70,96971.0k $2.5m $2.5m 0.01% Added +18.9k +18,910
35 Columbia River Financial Group, LLC 1.66% of their portfolio VANCOUVER, WA 68,58868.6k $2.4m $2.4m 1.66% First filing
36 IFP Advisors, Inc 0.07% of their portfolio TAMPA, FL 64,78864.8k $2.3m $2.3m 0.07% Added +2.1k +2,147
37 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 53,65453.7k $1.9m $1.9m 0.00% Added +4.5k +4,527
38 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 53,60453.6k $1.9m $1.9m 0.00% Reduced -3.4k -3,363
39 WealthShield Partners, LLC 0.27% of their portfolio CARY, NC 53,34953.3k $1.9m $1.9m 0.27% Reduced -9.3k -9,329
40 Atria Investments, Inc 0.02% of their portfolio Charlotte, NC 53,03453.0k $1.9m $1.9m 0.02% Added +4.9k +4,922
41 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 52,73052.7k $1.9m $1.9m 0.00% Reduced -1.1k -1,063
42 Rodgers & Associates, LTD 0.22% of their portfolio Lancaster, PA 52,41352.4k $1.8m $1.8m 0.22% Added +1.5k +1,483
43 B.O.S.S. Retirement Advisors, LLC 0.48% of their portfolio Lehi, UT 48,92848.9k $1.7m $1.7m 0.48% Added +40.5k +40,453
44 USAdvisors Wealth Management, LLC 0.56% of their portfolio EDEN PRAIRIE, MN 48,90948.9k $1.7m $1.7m 0.56% Reduced -1.2k -1,246
45 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 39,89639.9k $1.4m $1.4m 0.01% Added +2.8k +2,754
46 RDA Financial Network 0.38% of their portfolio AKRON, IA 36,97237.0k $1.3m $1.3m 0.38% Added +2.0k +2,050
47 Gladstone Institutional Advisory LLC 0.06% of their portfolio Bedminster, NJ 36,83936.8k $1.3m $1.3m 0.06% Added +992 +992
48 RiverTree Advisors, LLC 0.81% of their portfolio WINTER PARK, FL 35,16235.2k $1.2m $1.2m 0.81% Added +16.2k +16,206
49 Able Wealth Management LLC 0.79% of their portfolio Toms River, NJ 33,94933.9k $1.2m $1.2m 0.79% Added +8.8k +8,751
50 BNP PARIBAS 0.01% of their portfolio NEW YORK, NY 32,75932.8k $1.2m $1.2m 0.01% Reduced -97 -97
51 Altura Wealth Advisors Inc. 0.84% of their portfolio SANTA CLARA, CA 32,19032.2k $1.1m $1.1m 0.84% Reduced -2.2k -2,246
52 Luken Investment Analytics, LLC 0.50% of their portfolio BRENTWOOD, TN 30,42330.4k $1.1m $1.1m 0.50% Reduced -101 -101
53 Asset Dedication, LLC 0.08% of their portfolio SAN FRANCISCO, CA 28,46128.5k $1.0m $1.0m 0.08% Reduced -2.5k -2,464
54 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 25,23125.2k $890.0k $890.0k 0.00% Reduced -27.5k -27,499
55 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 23,62723.6k $833.6k $833.6k 0.00% Reduced -14.4k -14,418
56 SILVER OAK SECURITIES, INCORPORATED 0.08% of their portfolio JACKSON, TN 22,95423.0k $810.7k $810.7k 0.08% Reduced -23.8k -23,762
57 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 21,93021.9k $773.6k $773.6k 0.01% New
58 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 20,97321.0k $739.8k $739.8k 0.00% Reduced -160 -160
59 CreativeOne Wealth, LLC 0.02% of their portfolio OVERLAND PARK, KS 18,47018.5k $651.5k $651.5k 0.02% New
60 Cambridge Financial Group, LLC 0.27% of their portfolio TUCSON, AZ 18,01418.0k $635.4k $635.4k 0.27% Reduced -5.4k -5,381
61 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 17,33417.3k $611.5k $611.5k 0.01% Reduced -117.9k -117,854
62 Smartleaf Asset Management LLC 0.06% of their portfolio BOSTON, MA 16,03916.0k $566.5k $566.5k 0.06% Added +2.0k +1,993
63 MARYLAND CAPITAL ADVISORS INC. 0.25% of their portfolio CHESTER, MD 15,44415.4k $544.8k $544.8k 0.25% Reduced -238 -238
64 Financial Advocates Investment Management 0.03% of their portfolio OLYMPIA, WA 14,26214.3k $503.1k $503.1k 0.03% Reduced -406 -406
65 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 13,72813.7k $480.6k $480.6k 0.01% Added +2.7k +2,691
66 WCG Wealth Advisors LLC 0.03% of their portfolio LAS VEGAS, NV 12,93812.9k $456.0k $456.0k 0.03% Reduced -541 -541
67 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 12,45812.5k $439.5k $439.5k 0.00% Added +8.6k +8,643
68 RETIREMENT INCOME SOLUTIONS, INC 0.09% of their portfolio ANN ARBOR, MI 12,28212.3k $433.2k $433.2k 0.09% Added +2.1k +2,118
69 NOMURA ASSET MANAGEMENT CO LTD 0.00% of their portfolio TOKYO, M0 12,24612.2k $432.0k $432.0k 0.00% Unchanged
70 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 10,56310.6k $372.6k $372.6k 0.00% New
71 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 10,28810.3k $362.9k $362.9k 0.01% New
72 Quest 10 Wealth Builders, Inc. 0.36% of their portfolio Fuquay-Varina, VA 10,17410.2k $358.9k $358.9k 0.36% First filing
73 Avior Wealth Management, LLC 0.01% of their portfolio OMAHA, NE 9,7749.8k $344.8k $344.8k 0.01% Added +46 +46
74 Global Strategic Investment Solutions, LLC 0.04% of their portfolio Scottsdale, AZ 9,6029.6k $338.7k $338.7k 0.04% Unchanged
75 Authentikos Wealth Advisory, LLC 0.33% of their portfolio MORGAN HILL, CA 9,3519.4k $329.9k $329.9k 0.33% Reduced -656 -656
76 Independent Advisor Alliance 0.00% of their portfolio CHARLOTTE, NC 9,3399.3k $329.4k $329.4k 0.00% New
77 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 9,3299.3k $329.1k $329.1k 0.00% Reduced -33 -33
78 Crescent Grove Advisors, LLC 0.03% of their portfolio LAKE FOREST, IL 9,1279.1k $322.0k $322.0k 0.03% Unchanged
79 Insight Advisors, LLC/ PA 0.05% of their portfolio Newtown, PA 9,0579.1k $319.9k $319.9k 0.05% Reduced -8.3k -8,333
80 MMA ASSET MANAGEMENT LLC 0.14% of their portfolio New York, NY 9,0499.0k $319.2k $319.2k 0.14% New
81 THOROUGHBRED FINANCIAL SERVICES, LLC 0.02% of their portfolio BRENTWOOD, TN 8,8378.8k $311.0k $311.0k 0.02% Added +42 +42
82 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 8,8158.8k $310.9k $310.9k 0.00% Reduced -1.5k -1,473
83 Cherry Tree Wealth Management, LLC 0.07% of their portfolio MINNETONKA, MN 8,5618.6k $302.0k $302.0k 0.07% Unchanged
84 Foundations Investment Advisors, LLC 0.01% of their portfolio PHOENIX, AZ 8,5588.6k $301.9k $301.9k 0.01% Reduced -423 -423
85 Ashton Thomas Private Wealth, LLC 0.01% of their portfolio SCOTTSDALE, AZ 8,3308.3k $293.8k $293.8k 0.01% New
86 Composition Wealth, LLC 0.01% of their portfolio LOS ANGELES, CA 8,0228.0k $283.0k $283.0k 0.01% Unchanged
87 AlTi Global, Inc. 0.01% of their portfolio NEW YORK, NY 7,7207.7k $271.5k $271.5k 0.01% Reduced -1.7k -1,700
88 FINANCIAL ADVISORY PARTNERS, LLC 0.09% of their portfolio WINTER PARK, FL 7,6687.7k $270.5k $270.5k 0.09% Added +456 +456
89 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 7,5207.5k $265.3k $265.3k 0.00% Reduced -633 -633
90 LifeWealth Investments, LLC 0.17% of their portfolio WINTER GARDEN, FL 7,2367.2k $255.2k $255.2k 0.17% First filing
91 Fiduciary Trust Co 0.00% of their portfolio Boston, MA 6,5276.5k $230.2k $230.2k 0.00% Unchanged
92 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 6,4256.4k $226.6k $226.6k 0.00% Added +9 +9
93 Intellectus Partners, LLC 0.05% of their portfolio SAN FRANCISCO, CA 6,1506.2k $216.9k $216.9k 0.05% New
94 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 5,9335.9k $209.3k $209.3k 0.00% Reduced -47.8k -47,834
95 FMR LLC 0.00% of their portfolio BOSTON, MA 5,8805.9k $207.4k $207.4k 0.00% Added +4.0k +4,000
96 Coastwise Capital Group, LLC 0.16% of their portfolio LA JOLLA, CA 5,7565.8k $203.1k $203.1k 0.16% Added +15 +15
97 Park Square Financial Group, LLC 0.12% of their portfolio ROSWELL, GA 4,7994.8k $169.3k $169.3k 0.12% First filing
98 Continuum Advisory, LLC 0.02% of their portfolio EAGLE, ID 4,2794.3k $150.9k $150.9k 0.02% Unchanged
99 FLP Wealth Management, LLC 0.32% of their portfolio BENTONVILLE, AR 3,5533.6k $125.3k $125.3k 0.32% First filing
100 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 3,0613.1k $108.0k $108.0k 0.00% New