Vault-13

SPDR INDEX SHS FDS EDIV

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

206 institutional holders +11 vs Q4 2025
20,298,33520.3m shares reported held*
$801.4mreported value*
25 new 93 added 45 reduced 10 sold out net bought ≈ $119.5m (+3.0m 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 ($8.4k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $39.48. Options: 0 managers hold calls (— notional), 1 hold puts ($434.6k).

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 68Q4 22: 70Q1 23: 62Q2 23: 78Q3 23: 83Q4 23: 106Q1 24: 106Q2 24: 124Q3 24: 127Q4 24: 146Q1 25: 151Q2 25: 157Q3 25: 168Q4 25: 195Q1 26: 206206Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202268
Q4 202270
Q1 202362
Q2 202378
Q3 202383
Q4 2023106
Q1 2024106
Q2 2024124
Q3 2024127
Q4 2024146
Q1 2025151
Q2 2025157
Q3 2025168
Q4 2025195
Q1 2026206

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 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 25Q2 25: 93 bought or addedQ2 25: 49 cut or sold outQ3 25: 104 bought or addedQ3 25: 43 cut or sold outQ3 25Q4 25: 109 bought or addedQ4 25: 45 cut or sold outQ1 26: 118 bought or addedQ1 26: 55 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20246743
Q3 20247445
Q4 20246851
Q1 20257759
Q2 20259349
Q3 202510443
Q4 202510945
Q1 202611855

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$200k$400k$600kQ2 25 calls: $0Q2 25 puts: $0Q2 25P/C —Q3 25 calls: $0Q3 25 puts: $0Q3 25P/C —Q4 25 calls: $0Q4 25 puts: $0Q4 25P/C —Q1 26 calls: $0Q1 26 puts: $434.6kQ1 26P/C —
Numbers
QuarterCallsPutsP/C
Q2 2025$0$0—
Q3 2025$0$0—
Q4 2025$0$0—
Q1 2026$0$434.6k—

Biggest buyers

BANK OF AMERICA CORP /DE/ Added +763,194+763.2k
Comprehensive Wealth Management, LLC Added +295,904+295.9k
WELLS FARGO & COMPANY/MN Added +264,968+265.0k
LPL Financial LLC Added +259,811+259.8k
Keudell/Morrison Wealth Management New +211,199+211.2k
AMERIPRISE FINANCIAL INC Added +202,932+202.9k
COMMONWEALTH EQUITY SERVICES, LLC Added +178,077+178.1k
OLD MISSION CAPITAL LLC Added +167,703+167.7k
MORGAN STANLEY Added +129,850+129.8k
Fifth Third Securities, Inc. New +122,331+122.3k

Biggest sellers

CITADEL ADVISORS LLC Reduced -156,592-156.6k
AE Wealth Management LLC Reduced -120,756-120.8k
FLOW TRADERS U.S. LLC Sold out -57,320-57.3k
JANE STREET GROUP, LLC Reduced -53,867-53.9k
Able Wealth Management LLC Reduced -51,863-51.9k
First Heartland Consultants, Inc. Reduced -34,069-34.1k
IFG Advisory, LLC Sold out -29,826-29.8k
OSAIC HOLDINGS, INC. Reduced -26,471-26.5k
Altura Wealth Advisors Inc. Reduced -24,697-24.7k
Concurrent Investment Advisors, LLC Reduced -13,761-13.8k

Biggest calls

None

Biggest puts

Balyasny Asset Management L.P. New $434.6k7.0k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,757,4721.8m $69.4m $69.4m 0.01% Added +763.2k +763,194
2 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,744,7421.7m $68.9m $68.9m 0.02% Added +259.8k +259,811
3 Cetera Investment Advisers 0.06% of their portfolio SCHAUMBURG, IL 1,523,5591.5m $60.2m $60.2m 0.06% Added +56.8k +56,815
4 Trust Co 5.22% of their portfolio MANHATTAN, KS 1,410,6921.4m $55.7m $55.7m 5.22% Added +11.5k +11,493
5 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,356,1151.4m $53.5m $53.5m 0.00% Added +129.8k +129,850
6 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 1,247,3731.2m $49.2m $49.2m 0.01% Added +265.0k +264,968
7 Comprehensive Wealth Management, LLC 12.74% of their portfolio LYNNWOOD, WA 638,363638.4k $25.2m $25.2m 12.74% Added +295.9k +295,904
8 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 562,151562.2k $22.2m $22.2m 0.01% Added +76.9k +76,876
9 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 452,808452.8k $17.9m $17.9m 0.00% Added +202.9k +202,932
10 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 397,836397.8k $15.7m $15.7m 0.00% Added +47.2k +47,158
11 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 386,601386.6k $15.3m $15.3m 0.00% Added +28.5k +28,451
12 Drake & Associates, LLC 2.72% of their portfolio WAUKESHA, WI 361,686361.7k $14.3m $14.3m 2.72% Added +51.0k +50,961
13 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 327,311327.3k $12.9m $12.9m 0.02% Added +178.1k +178,077
14 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 314,251314.3k $12.4m $12.4m 0.00% Added +106.8k +106,838
15 UBS Group AG 0.00% of their portfolio ZURICH, V8 292,207292.2k $11.5m $11.5m 0.00% Added +13.7k +13,723
16 swisspartners Advisors Ltd 6.98% of their portfolio ZURICH, V8 282,890282.9k $11.1m $11.1m 6.98% Added +2.5k +2,480
17 M&T Bank Corp 0.04% of their portfolio BUFFALO, NY 268,363268.4k $10.6m $10.6m 0.04% Reduced -2.5k -2,483
18 Bond & Devick Financial Network, Inc. 2.82% of their portfolio ST. LOUIS PARK, MN 256,258256.3k $10.1m $10.1m 2.82% Reduced -2.0k -1,962
19 Steward Partners Investment Advisory, LLC 0.05% of their portfolio STAMFORD, CT 232,651232.7k $9.2m $9.2m 0.05% Added +58.3k +58,300
20 OLD MISSION CAPITAL LLC 0.22% of their portfolio CHICAGO, IL 230,402230.4k $9.1m $9.1m 0.22% Added +167.7k +167,703
21 WCG Wealth Advisors LLC 0.25% of their portfolio LAS VEGAS, NV 230,263230.3k $9.1m $9.1m 0.25% Reduced -10.7k -10,697
22 Plan Group Financial, LLC 2.11% of their portfolio OKLAHOMA CITY, OK 227,435227.4k $9.0m $9.0m 2.11% Added +32.4k +32,442
23 Concurrent Investment Advisors, LLC 0.10% of their portfolio Tampa, FL 222,539222.5k $8.8m $8.8m 0.10% Reduced -13.8k -13,761
24 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 218,958219.0k $8.6m $8.6m 0.02% Added +85.4k +85,437
25 Keudell/Morrison Wealth Management 1.71% of their portfolio Salem, OR 211,199211.2k $8.3m $8.3m 1.71% New
26 CENTAURUS FINANCIAL, INC. 0.39% of their portfolio ANAHEIM, CA 207,668207.7k $8.2m $8.2m 0.39% Added +11.9k +11,898
27 AE Wealth Management LLC 0.04% of their portfolio TOPEKA, KS 198,908198.9k $7.9m $7.9m 0.04% Reduced -120.8k -120,756
28 Three Cord True Wealth Management, LLC 4.31% of their portfolio Beaver, PA 196,601196.6k $7.8m $7.8m 4.31% Added +11.2k +11,213
29 CREATIVE FINANCIAL DESIGNS INC /ADV 0.45% of their portfolio KOKOMO, IN 188,508188.5k $7.4m $7.4m 0.45% Added +2.7k +2,669
30 KESTRA PRIVATE WEALTH SERVICES, LLC 0.09% of their portfolio AUSTIN, TX 187,767187.8k $7.4m $7.4m 0.09% Added +9.7k +9,663
31 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 172,362172.4k $6.8m $6.8m 0.02% Added +18.3k +18,341
32 TITLEIST ASSET MANAGEMENT, LLC 0.51% of their portfolio SAN ANTONIO, TX 171,204171.2k $6.8m $6.8m 0.51% Added +20.0k +19,972
33 Tower Wealth Partners, Inc. 3.69% of their portfolio LEWISBURG, PA 169,205169.2k $6.7m $6.7m 3.69% Added +2.8k +2,797
34 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 148,615148.6k $5.9m $5.9m 0.01% Reduced -53.9k -53,867
35 Anderson Financial Strategies, LLC 2.99% of their portfolio DAYTON, OH 132,401132.4k $5.4m $5.4m 2.99% Added +1.4k +1,416
36 Redhawk Wealth Advisors, Inc. 0.56% of their portfolio MINNEAPOLIS, MN 127,453127.5k $5.0m $5.0m 0.56% Added +3.7k +3,707
37 Fifth Third Securities, Inc. 0.31% of their portfolio Cincinnati, OH 122,331122.3k $4.8m $4.8m 0.31% New
38 Cyr Financial Inc. 2.68% of their portfolio HENNEPIN, IL 115,403115.4k $4.6m $4.6m 2.68% Added +12.6k +12,578
39 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 114,309114.3k $4.5m $4.5m 0.00% Added +30.1k +30,123
40 Cassia Capital Partners, LLC 2.08% of their portfolio WINSTON SALEM, NC 102,382102.4k $4.0m $4.0m 2.08% Added +89.7k +89,682
41 IFP Advisors, Inc 0.08% of their portfolio TAMPA, FL 96,23596.2k $3.8m $3.8m 0.08% Added +8.9k +8,931
42 Columbia River Financial Group, LLC 1.96% of their portfolio VANCOUVER, WA 85,74085.7k $3.4m $3.4m 1.96% Added +3.4k +3,418
43 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 84,04384.0k $3.3m $3.3m 0.01% Reduced -5.9k -5,943
44 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 75,04075.0k $2.9m $2.9m 0.00% Added +1.5k +1,520
45 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 74,62674.6k $2.9m $2.9m 0.00% Reduced -26.5k -26,471
46 Summit Global Investments 0.17% of their portfolio BOUNTIFUL, UT 71,16171.2k $2.8m $2.8m 0.17% Added +8.7k +8,715
47 First Heartland Consultants, Inc. 0.22% of their portfolio LAKE ST. LOUIS, MO 71,14871.1k $2.8m $2.8m 0.22% Reduced -34.1k -34,069
48 Premier Path Wealth Partners, LLC 0.35% of their portfolio MADISON, NJ 67,11467.1k $2.6m $2.6m 0.35% Reduced -10.7k -10,743
49 OneAscent Financial Services LLC 0.13% of their portfolio BIRMINGHAM, AL 59,97060.0k $2.4m $2.4m 0.13% Reduced -459 -459
50 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 58,76458.8k $2.3m $2.3m 0.00% Added +4.7k +4,732
51 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 58,47658.5k $2.3m $2.3m 0.00% Reduced -2.7k -2,676
52 Able Wealth Management LLC 0.61% of their portfolio Toms River, NJ 57,92457.9k $2.3m $2.3m 0.61% Reduced -51.9k -51,863
53 Old Port Advisors 0.51% of their portfolio PORTLAND, ME 56,11256.1k $2.2m $2.2m 0.51% Reduced -11.2k -11,229
54 WealthShield Partners, LLC 0.24% of their portfolio CARY, NC 55,44055.4k $2.2m $2.2m 0.24% Reduced -47 -47
55 Atria Investments, Inc 0.02% of their portfolio Charlotte, NC 54,70254.7k $2.2m $2.2m 0.02% Reduced -1.8k -1,771
56 Rodgers & Associates, LTD 0.22% of their portfolio Lancaster, PA 53,78853.8k $2.1m $2.1m 0.22% Reduced -583 -583
57 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 52,95253.0k $2.1m $2.1m 0.01% Added +7.2k +7,203
58 MANCHESTER FINANCIAL INC 0.35% of their portfolio Westlake Village, CA 46,81546.8k $1.8m $1.8m 0.35% Added +2.6k +2,558
59 USAdvisors Wealth Management, LLC 0.57% of their portfolio EDEN PRAIRIE, MN 44,76644.8k $1.7m $1.7m 0.57% Added +1.2k +1,195
60 Gladstone Institutional Advisory LLC 0.06% of their portfolio Bedminster, NJ 43,05343.1k $1.7m $1.7m 0.06% Added +126 +126
61 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 42,14542.1k $1.6m $1.6m 0.01% Reduced -4.2k -4,188
62 Cornerstone National Bank & Trust Co 0.60% of their portfolio PALATINE, IL 41,49141.5k $1.6m $1.6m 0.60% New
63 Ameritas Advisory Services, LLC 0.06% of their portfolio Lincoln, NE 40,80440.8k $1.6m $1.6m 0.06% Added +2.1k +2,094
64 RDA Financial Network 0.40% of their portfolio AKRON, IA 40,69040.7k $1.6m $1.6m 0.40% Added +1.6k +1,574
65 Mariner, LLC 0.00% of their portfolio Overland Park, KS 39,20939.2k $1.5m $1.5m 0.00% Reduced -9.1k -9,073
66 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 38,86738.9k $1.5m $1.5m 0.00% Reduced -2.1k -2,074
67 Kingsview Wealth Management, LLC 0.02% of their portfolio GRANTS PASS, OR 37,77337.8k $1.5m $1.5m 0.02% Added +307 +307
68 PRINCIPAL SECURITIES, INC. 0.02% of their portfolio DES MOINES, IA 36,27236.3k $1.4m $1.4m 0.02% Added +3.1k +3,091
69 Altura Wealth Advisors Inc. 0.60% of their portfolio SANTA CLARA, CA 34,63534.6k $1.4m $1.4m 0.60% Reduced -24.7k -24,697
70 Fiduciary Trust Co 0.02% of their portfolio Boston, MA 34,40634.4k $1.4m $1.4m 0.02% Unchanged
71 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 33,05233.1k $1.3m $1.3m 0.01% Added +5.4k +5,398
72 Cordoba Advisory Partners LLC 0.36% of their portfolio NEW YORK, NY 33,00033.0k $1.3m $1.3m 0.36% Unchanged
73 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 32,98233.0k $1.3m $1.3m 0.01% Added +20.4k +20,421
74 Independent Advisor Alliance 0.01% of their portfolio CHARLOTTE, NC 32,68732.7k $1.3m $1.3m 0.01% New
75 Prospera Financial Services Inc 0.02% of their portfolio Dallas, TX 30,99831.0k $1.2m $1.2m 0.02% New
76 SILVER OAK SECURITIES, INCORPORATED 0.08% of their portfolio JACKSON, TN 26,49626.5k $1.0m $1.0m 0.08% Added +1.6k +1,621
77 Collaborative Fund Advisors, LLC 0.63% of their portfolio RENO, NV 25,94425.9k $1.0m $1.0m 0.63% First filing
78 Savvy Advisors, Inc. 0.03% of their portfolio NEW YORK, NY 25,28925.3k $998.4k $998.4k 0.03% Added +5.6k +5,620
79 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 24,72624.7k $976.2k $976.2k 0.01% Reduced -1.2k -1,247
80 Johnson Financial Group, Inc. 0.04% of their portfolio RACINE, WI 24,70024.7k $975.2k $975.2k 0.04% Added +1.5k +1,500
81 INSIGNEO ADVISORY SERVICES, LLC 0.07% of their portfolio MIAMI, FL 24,59824.6k $971.1k $971.1k 0.07% New
82 Vise Technologies, Inc. 0.02% of their portfolio NEW YORK, NY 24,17924.2k $946.6k $946.6k 0.02% Unchanged
83 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 23,71923.7k $936.5k $936.5k 0.00% Added +3.4k +3,360
84 Powerhouse Assets LLC 0.80% of their portfolio LINCOLN, MA 23,40823.4k $924.2k $924.2k 0.80% Added +3.1k +3,115
85 IRON Financial LLC 0.35% of their portfolio NORTHBROOK, IL 20,41320.4k $805.9k $805.9k 0.35% New
86 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 20,27920.3k $800.6k $800.6k 0.00% Unchanged
87 Trademark Financial Management, LLC 0.38% of their portfolio Bloomington, MN 19,86219.9k $784.2k $784.2k 0.38% Added +3.3k +3,305
88 INTEGRITY ALLIANCE, LLC. 0.03% of their portfolio Urbandale, IA 19,84819.8k $783.6k $783.6k 0.03% New
89 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 19,33319.3k $763.2k $763.2k 0.00% Added +10.4k +10,373
90 Asset Dedication, LLC 0.05% of their portfolio SAN FRANCISCO, CA 18,89218.9k $745.9k $745.9k 0.05% Reduced -3.1k -3,094
91 WEDBUSH SECURITIES INC 0.02% of their portfolio PASADENA, CA 18,85318.9k $744.0k $744.0k 0.02% Added +324 +324
92 AlTi Global, Inc. 0.02% of their portfolio NEW YORK, NY 18,20018.2k $718.5k $718.5k 0.02% Unchanged
93 Foundations Investment Advisors, LLC 0.01% of their portfolio PHOENIX, AZ 16,96917.0k $669.9k $669.9k 0.01% Added +297 +297
94 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 16,94116.9k $668.8k $668.8k 0.00% Added +17 +17
95 Smartleaf Asset Management LLC 0.02% of their portfolio BOSTON, MA 16,80616.8k $649.0k $649.0k 0.02% Reduced -65 -65
96 EARNED WEALTH ADVISORS, LLC 0.04% of their portfolio WALNUT CREEK, CA 16,62716.6k $656.4k $656.4k 0.04% Added +116 +116
97 Capital Investment Advisory Services, LLC 0.05% of their portfolio RALEIGH, NC 16,42116.4k $648.3k $648.3k 0.05% Added +2.8k +2,771
98 PERSPECTIVE WEALTH ADVISORS LLC 0.41% of their portfolio LOVELAND, CO 15,97316.0k $630.6k $630.6k 0.41% Added +3.3k +3,324
99 MMA ASSET MANAGEMENT LLC 0.22% of their portfolio New York, NY 15,53715.5k $613.4k $613.4k 0.22% Added +2.3k +2,289
100 Perigon Wealth Management, LLC 0.01% of their portfolio SAN FRANCISCO, CA 15,20215.2k $600.2k $600.2k 0.01% Added +4.9k +4,883