Vault-13

SPDR INDEX SHS FDS EDIV

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

151 institutional holders +5 vs Q4 2024
11,859,10011.9m shares reported held*
$422.4mreported value*
20 new 57 added 44 reduced 15 sold out net bought ≈ $77.3m (+2.2m 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 ($18.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $35.62.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 68Q4 22: 70Q1 23: 62Q2 23: 78Q3 23: 83Q4 23: 106Q1 24: 106Q2 24: 124Q3 24: 127Q4 24: 146Q1 25: 151151Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202268
Q4 202270
Q1 202362
Q2 202378
Q3 202383
Q4 2023106
Q1 2024106
Q2 2024124
Q3 2024127
Q4 2024146
Q1 2025151

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 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 24Q4 24: 68 bought or addedQ4 24: 51 cut or sold outQ1 25: 77 bought or addedQ1 25: 59 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20233521
Q3 20233922
Q4 20235431
Q1 20244749
Q2 20246743
Q3 20247445
Q4 20246851
Q1 20257759

Biggest buyers

Trust Co New +1,120,281+1.1m
WELLS FARGO & COMPANY/MN Added +176,215+176.2k
Bond & Devick Financial Network, Inc. Added +132,491+132.5k
MORGAN STANLEY Added +104,926+104.9k
LPL Financial LLC Added +91,519+91.5k
JANE STREET GROUP, LLC Added +89,110+89.1k
Perissos Private Wealth Management, LLC New +77,891+77.9k
Plan Group Financial, LLC New +73,889+73.9k
BANK OF AMERICA CORP /DE/ Added +71,897+71.9k
Steward Partners Investment Advisory, LLC New +65,927+65.9k

Biggest sellers

Summit Global Investments Reduced -81,822-81.8k
Focus Partners Wealth Reduced -49,551-49.6k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -43,234-43.2k
AE Wealth Management LLC Reduced -39,018-39.0k
Luken Investment Analytics, LLC Reduced -30,319-30.3k
RiverTree Advisors, LLC Reduced -18,468-18.5k
Trademark Financial Management, LLC Reduced -15,016-15.0k
CITADEL ADVISORS LLC Sold out -10,563-10.6k
Authentikos Wealth Advisory, LLC Sold out -9,351-9.4k
Independent Advisor Alliance Sold out -9,339-9.3k

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Cetera Investment Advisers 0.09% of their portfolio SCHAUMBURG, IL 1,267,9041.3m $45.3m $45.3m 0.09% Added +32.4k +32,430
2 Trust Co 4.75% of their portfolio MANHATTAN, KS 1,120,2811.1m $40.0m $40.0m 4.75% New
3 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 853,638853.6k $30.5m $30.5m 0.01% Added +91.5k +91,519
4 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 784,532784.5k $28.0m $28.0m 0.00% Added +104.9k +104,926
5 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 669,331669.3k $23.9m $23.9m 0.01% Added +176.2k +176,215
6 AE Wealth Management LLC 0.11% of their portfolio TOPEKA, KS 375,180375.2k $13.4m $13.4m 0.11% Reduced -39.0k -39,018
7 M&T Bank Corp 0.04% of their portfolio BUFFALO, NY 311,255311.3k $11.1m $11.1m 0.04% Reduced -2.1k -2,144
8 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 308,505308.5k $11.0m $11.0m 0.01% Added +42.2k +42,170
9 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 305,072305.1k $10.9m $10.9m 0.00% Added +9.6k +9,625
10 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 297,826297.8k $10.6m $10.6m 0.00% Added +71.9k +71,897
11 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 280,148280.1k $10.0m $10.0m 0.00% Added +7.2k +7,218
12 UBS Group AG 0.00% of their portfolio ZURICH, V8 268,017268.0k $9.6m $9.6m 0.00% Added +4.3k +4,274
13 Concurrent Investment Advisors, LLC 0.22% of their portfolio Tampa, FL 249,491249.5k $8.9m $8.9m 0.22% Reduced -4.1k -4,107
14 Drake & Associates, LLC 2.30% of their portfolio WAUKESHA, WI 229,207229.2k $8.2m $8.2m 2.30% Added +6.0k +5,956
15 swisspartners Advisors Ltd 7.48% of their portfolio ZURICH, V8 224,890224.9k $7.1m $7.1m 7.48% Added +8.0k +8,000
16 Bond & Devick Financial Network, Inc. 2.77% of their portfolio ST. LOUIS PARK, MN 213,866213.9k $7.6m $7.6m 2.77% Added +132.5k +132,491
17 Systelligence, LLC 1.78% of their portfolio BLOOMINGTON, MN 207,503207.5k $7.4m $7.4m 1.78% Reduced -3.5k -3,490
18 CENTAURUS FINANCIAL, INC. 0.40% of their portfolio ANAHEIM, CA 186,181186.2k $6.6m $6.6m 0.40% Added +8.4k +8,386
19 Tower Wealth Partners, Inc. 2.98% of their portfolio LEWISBURG, PA 156,018156.0k $5.6m $5.6m 2.98% Added +594 +594
20 Three Cord True Wealth Management, LLC 4.73% of their portfolio Beaver, PA 154,418154.4k $5.5m $5.5m 4.73% Added +11.4k +11,386
21 First Heartland Consultants, Inc. 0.56% of their portfolio LAKE ST. LOUIS, MO 153,273153.3k $5.5m $5.5m 0.56% Reduced -6.1k -6,137
22 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 132,937132.9k $4.7m $4.7m 0.00% Added +14.1k +14,055
23 KESTRA PRIVATE WEALTH SERVICES, LLC 0.08% of their portfolio AUSTIN, TX 131,374131.4k $4.7m $4.7m 0.08% Added +26.2k +26,178
24 Anderson Financial Strategies, LLC 2.57% of their portfolio DAYTON, OH 117,655117.7k $4.2m $4.2m 2.57% Reduced -4.1k -4,082
25 CREATIVE FINANCIAL DESIGNS INC /ADV 0.31% of their portfolio KOKOMO, IN 110,117110.1k $3.9m $3.9m 0.31% Added +1.3k +1,292
26 Old Port Advisors 1.14% of their portfolio PORTLAND, ME 107,222107.2k $3.8m $3.8m 1.14% Reduced -5.2k -5,181
27 Mariner, LLC 0.01% of their portfolio Overland Park, KS 102,434102.4k $3.7m $3.7m 0.01% Reduced -3.8k -3,834
28 Redhawk Wealth Advisors, Inc. 0.47% of their portfolio MINNEAPOLIS, MN 98,56698.6k $3.5m $3.5m 0.47% Added +25.8k +25,765
29 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 95,04395.0k $3.4m $3.4m 0.01% Added +89.1k +89,110
30 TITLEIST ASSET MANAGEMENT, LLC 0.39% of their portfolio SAN ANTONIO, TX 93,79293.8k $3.3m $3.3m 0.39% Added +1.4k +1,392
31 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 92,21892.2k $3.3m $3.3m 0.00% Reduced -43.2k -43,234
32 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 85,81785.8k $3.1m $3.1m 0.01% Added +14.8k +14,848
33 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 83,64783.6k $3.0m $3.0m 0.01% Added +30.0k +30,043
34 Perissos Private Wealth Management, LLC 2.53% of their portfolio BETHANY, OK 77,89177.9k $2.8m $2.8m 2.53% New
35 Premier Path Wealth Partners, LLC 0.42% of their portfolio MADISON, NJ 76,48676.5k $2.7m $2.7m 0.42% Added +3.7k +3,680
36 Plan Group Financial, LLC 0.94% of their portfolio OKLAHOMA CITY, OK 73,88973.9k $2.6m $2.6m 0.94% New
37 Columbia River Financial Group, LLC 1.73% of their portfolio VANCOUVER, WA 72,63772.6k $2.6m $2.6m 1.73% Added +4.0k +4,049
38 IFP Advisors, Inc 0.07% of their portfolio TAMPA, FL 67,87467.9k $2.4m $2.4m 0.07% Added +3.1k +3,086
39 OLD MISSION CAPITAL LLC 0.05% of their portfolio CHICAGO, IL 66,62266.6k $2.4m $2.4m 0.05% Added +49.3k +49,288
40 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 65,92765.9k $2.4m $2.4m 0.02% New
41 Trademark Financial Management, LLC 1.78% of their portfolio Bloomington, MN 65,24065.2k $2.3m $2.3m 1.78% Reduced -15.0k -15,016
42 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 61,18161.2k $2.2m $2.2m 0.01% Added +36.0k +35,950
43 Summit Global Investments 0.15% of their portfolio BOUNTIFUL, UT 57,80457.8k $2.1m $2.1m 0.15% Reduced -81.8k -81,822
44 WealthShield Partners, LLC 0.26% of their portfolio CARY, NC 56,12356.1k $2.0m $2.0m 0.26% Added +2.8k +2,774
45 Rodgers & Associates, LTD 0.23% of their portfolio Lancaster, PA 53,97654.0k $1.9m $1.9m 0.23% Added +1.6k +1,563
46 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 52,87452.9k $1.9m $1.9m 0.00% Added +144 +144
47 Atria Investments, Inc 0.02% of their portfolio Charlotte, NC 50,83350.8k $1.8m $1.8m 0.02% Reduced -2.2k -2,201
48 Able Wealth Management LLC 1.03% of their portfolio Toms River, NJ 48,87648.9k $1.7m $1.7m 1.03% Added +14.9k +14,927
49 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 47,22347.2k $1.7m $1.7m 0.00% Reduced -6.4k -6,431
50 USAdvisors Wealth Management, LLC 0.58% of their portfolio EDEN PRAIRIE, MN 46,87746.9k $1.7m $1.7m 0.58% Reduced -2.0k -2,032
51 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 45,82745.8k $1.6m $1.6m 0.00% Reduced -49.6k -49,551
52 Comprehensive Wealth Management, LLC 1.10% of their portfolio LYNNWOOD, WA 44,24744.2k $1.6m $1.6m 1.10% New
53 Altura Wealth Advisors Inc. 1.04% of their portfolio SANTA CLARA, CA 43,92143.9k $1.6m $1.6m 1.04% Added +11.7k +11,731
54 B.O.S.S. Retirement Advisors, LLC 0.45% of their portfolio Lehi, UT 43,92143.9k $1.6m $1.6m 0.45% Reduced -5.0k -5,007
55 Gladstone Institutional Advisory LLC 0.06% of their portfolio Bedminster, NJ 38,56238.6k $1.4m $1.4m 0.06% Added +1.7k +1,723
56 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 38,31238.3k $1.4m $1.4m 0.01% Reduced -1.6k -1,584
57 RDA Financial Network 0.39% of their portfolio AKRON, IA 36,87636.9k $1.3m $1.3m 0.39% Reduced -96 -96
58 BNP PARIBAS 0.05% of their portfolio NEW YORK, NY 32,05832.1k $1.1m $1.1m 0.05% Reduced -701 -701
59 Williams Financial, LLC 0.72% of their portfolio NORTH BENNINGTON, VT 28,74328.7k $1.0m $1.0m 0.72% New
60 Advisory Services Network, LLC 0.02% of their portfolio ATLANTA, GA 25,78625.8k $920.5k $920.5k 0.02% Added +3.9k +3,856
61 SILVER OAK SECURITIES, INCORPORATED 0.08% of their portfolio JACKSON, TN 23,51523.5k $843.0k $843.0k 0.08% Added +561 +561
62 Asset Dedication, LLC 0.07% of their portfolio SAN FRANCISCO, CA 22,48722.5k $802.8k $802.8k 0.07% Reduced -6.0k -5,974
63 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 21,83421.8k $782.7k $782.7k 0.00% Added +9.4k +9,376
64 LifeWealth Investments, LLC 0.16% of their portfolio WINTER GARDEN, FL 20,38420.4k $727.7k $727.7k 0.16% Added +13.1k +13,148
65 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 20,24920.2k $722.9k $722.9k 0.00% Reduced -724 -724
66 Smartleaf Asset Management LLC 0.06% of their portfolio BOSTON, MA 18,78418.8k $673.4k $673.4k 0.06% Added +2.7k +2,745
67 CreativeOne Wealth, LLC 0.02% of their portfolio OVERLAND PARK, KS 18,31518.3k $653.8k $653.8k 0.02% Reduced -155 -155
68 Simplicity Wealth,LLC 0.05% of their portfolio SUMMIT, NJ 17,15817.2k $612.5k $612.5k 0.05% New
69 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 17,01717.0k $607.5k $607.5k 0.00% Reduced -6.6k -6,610
70 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 16,74316.7k $600.2k $600.2k 0.01% Added +3.0k +3,015
71 RiverTree Advisors, LLC 0.40% of their portfolio WINTER PARK, FL 16,69416.7k $596.0k $596.0k 0.40% Reduced -18.5k -18,468
72 MANCHESTER FINANCIAL INC 0.13% of their portfolio Westlake Village, CA 16,48816.5k $588.6k $588.6k 0.13% New
73 AlTi Global, Inc. 0.01% of their portfolio NEW YORK, NY 15,44015.4k $549.2k $549.2k 0.01% Added +7.7k +7,720
74 MARYLAND CAPITAL ADVISORS INC. 0.24% of their portfolio CHESTER, MD 15,35115.4k $548.0k $548.0k 0.24% Reduced -93 -93
75 Financial Advocates Investment Management 0.03% of their portfolio OLYMPIA, WA 13,88313.9k $495.6k $495.6k 0.03% Reduced -379 -379
76 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 13,58413.6k $485.0k $485.0k 0.00% Added +11.3k +11,329
77 Cambridge Financial Group, LLC 0.19% of their portfolio TUCSON, AZ 12,56312.6k $448.5k $448.5k 0.19% Reduced -5.5k -5,451
78 NOMURA ASSET MANAGEMENT CO LTD 0.00% of their portfolio TOKYO, M0 12,24612.2k $437.2k $437.2k 0.00% Unchanged
79 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 11,51111.5k $410.9k $410.9k 0.01% Added +1.2k +1,223
80 WCG Wealth Advisors LLC 0.03% of their portfolio LAS VEGAS, NV 11,32711.3k $404.4k $404.4k 0.03% Reduced -1.6k -1,611
81 MMA ASSET MANAGEMENT LLC 0.17% of their portfolio New York, NY 11,08311.1k $395.7k $395.7k 0.17% Added +2.0k +2,034
82 RETIREMENT INCOME SOLUTIONS, INC 0.08% of their portfolio ANN ARBOR, MI 10,97911.0k $391.9k $391.9k 0.08% Reduced -1.3k -1,303
83 Avior Wealth Management, LLC 0.01% of their portfolio OMAHA, NE 9,8529.9k $351.7k $351.7k 0.01% Added +78 +78
84 Impact Capital Partners LLC 0.13% of their portfolio GREENWOOD VILLAGE, CO 9,8209.8k $350.6k $350.6k 0.13% New
85 Global Strategic Investment Solutions, LLC 0.04% of their portfolio Scottsdale, AZ 9,6029.6k $342.8k $342.8k 0.04% Unchanged
86 Quest 10 Wealth Builders, Inc. 0.37% of their portfolio Fuquay-Varina, VA 9,5779.6k $341.9k $341.9k 0.37% Reduced -597 -597
87 Crescent Grove Advisors, LLC 0.03% of their portfolio LAKE FOREST, IL 9,1279.1k $325.8k $325.8k 0.03% Unchanged
88 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 8,9358.9k $319.0k $319.0k 0.00% Added +1.4k +1,415
89 FINANCIAL ADVISORY PARTNERS, LLC 0.11% of their portfolio WINTER PARK, FL 8,8398.8k $315.6k $315.6k 0.11% Added +1.2k +1,171
90 Capital Investment Advisory Services, LLC 0.03% of their portfolio RALEIGH, NC 8,7758.8k $313.3k $313.3k 0.03% Added +7.3k +7,297
91 Envestnet Portfolio Solutions, Inc. 0.00% of their portfolio BERWYN, PA 8,7148.7k $311.1k $311.1k 0.00% Reduced -615 -615
92 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 8,5148.5k $303.9k $303.9k 0.00% Reduced -301 -301
93 Cherry Tree Wealth Management, LLC 0.07% of their portfolio MINNETONKA, MN 8,3418.3k $297.8k $297.8k 0.07% Reduced -220 -220
94 Ashton Thomas Private Wealth, LLC 0.01% of their portfolio SCOTTSDALE, AZ 8,3308.3k $297.4k $297.4k 0.01% Unchanged
95 Composition Wealth, LLC 0.01% of their portfolio LOS ANGELES, CA 8,0228.0k $286.4k $286.4k 0.01% Unchanged
96 Foundations Investment Advisors, LLC 0.01% of their portfolio PHOENIX, AZ 7,5927.6k $271.0k $271.0k 0.01% Reduced -966 -966
97 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 7,5877.6k $270.9k $270.9k 0.00% Added +1.2k +1,162
98 ROMAN BUTLER FULLERTON & CO 0.09% of their portfolio ST LOUIS, MO 6,6756.7k $234.5k $234.5k 0.09% New
99 Fiduciary Trust Co 0.00% of their portfolio Boston, MA 6,5276.5k $233.0k $233.0k 0.00% Unchanged
100 Intellectus Partners, LLC 0.05% of their portfolio SAN FRANCISCO, CA 6,1636.2k $220.0k $220.0k 0.05% Added +13 +13