Skip to content
Disclosery

EDIV SPDR INDEX SHS FDS

Follow

ST MAR DIVID ETF (fund)

145 managers (146 13F filers) reported a position in EDIV shares at 2024-12-31, 9,639,383 shares in all. 19 filers opened a position and 13 filers sold out during the quarter.

Managers
145
13F filers
146
New
19
Added
49
Reduced
38
Sold out
13
Shares held by filers
9,639,383

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Cetera Investment Advisers1,235,474$43.6M0.09%+1,119,10313F-HRTimeline
LPL Financial LLC762,119$26.9M0.01%+305,85913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY679,606$24M<0.01%+153,81013F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN493,116$17.4M<0.01%+137,06313F-HRTimelineGroup
AE Wealth Management LLC414,198$14.6M0.12%+5,97713F-HRTimeline
M&T Bank Corpin group M&T Bank Corp313,399$11.1M0.04%-75413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA295,447$10.4M<0.01%-34,65813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC272,930$9.63M<0.01%13F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…266,335$9.39M0.01%+85,59013F-HRTimelineGroup
UBS Group AGin group UBS Group AG263,743$9.3M<0.01%-10,41613F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…253,598$8.95M0.24%-5,85813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/225,929$7.97M<0.01%-4,15613F-HRTimelineGroup
Drake & Associates, LLC223,251$7.92M2.25%+26,40613F-HRTimeline
Systelligence, LLC210,993$7.44M1.84%+25,79513F-HRTimeline
swisspartners Advisors Ltd216,890$6.95M7.48%+2,69013F-HRTimeline
CENTAURUS FINANCIAL, INC.177,795$6.27M0.38%+7,62713F-HRTimeline
First Heartland Consultants, Inc.159,410$5.62M0.58%+24,54713F-HRTimeline
Tower Wealth Partners, Inc.155,424$5.48M2.87%+5,30313F-HRTimeline
Three Cord True Wealth Management, LLC143,032$5.05M4.36%13F-HRTimeline
Summit Global Investmentsin group Summit Global Investments139,626$4.92M0.31%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC135,452$4.78M0.01%+29,42313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding128,211$4.52M-7,953Timeline
Anderson Financial Strategies, LLC121,737$4.29M2.59%13F-HRTimeline
Old Port Advisors112,403$3.97M1.14%-2,18213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV108,825$3.84M0.31%+3,03013F-HRTimeline
Mariner, LLCin group Mariner, LLC106,268$3.75M0.01%-1,12513F-HRTimelineGroup
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC105,196$3.71M0.06%+36,97413F-HRTimelineGroup
TITLEIST ASSET MANAGEMENT, LLC92,400$3.26M0.38%+5,68413F-HRTimeline
Bond & Devick Financial Network, Inc.81,375$3.07M1.31%013F-HRTimeline
Trademark Financial Management, LLC80,256$2.83M2.25%+38,13613F-HRTimeline
Premier Path Wealth Partners, LLC72,806$2.57M0.39%+1,84313F-HRTimeline
Redhawk Wealth Advisors, Inc.72,801$2.57M0.35%+7,23313F-HRTimeline
Cambridge Investment Research Advisors,…70,969$2.5M0.01%+18,91013F-HRTimeline
Columbia River Financial Group, LLC68,588$2.42M1.66%13F-HRTimeline
IFP Advisors, Inc64,788$2.29M0.07%+2,14713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC53,654$1.89M<0.01%+4,52713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.53,604$1.89M<0.01%-3,36313F-HR/ATimelineGroup
WealthShield Partners, LLC53,349$1.88M0.27%-9,32913F-HRTimeline
Atria Investments, Inc53,034$1.87M0.02%+4,92213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP52,730$1.86M<0.01%-1,06313F-HRTimelineGroup
Rodgers & Associates, LTD52,413$1.85M0.22%+1,48313F-HRTimeline
B.O.S.S. Retirement Advisors, LLC48,928$1.73M0.48%+40,45313F-HRTimeline
USAdvisors Wealth Management, LLC48,909$1.73M0.56%-1,24613F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth47,689$1.68M<0.01%new13F-HR/ATimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.39,896$1.41M0.01%+2,75413F-HRTimelineGroup
RDA Financial Network36,972$1.3M0.38%+2,05013F-HRTimeline
Gladstone Institutional Advisory LLC36,839$1.3M0.06%+99213F-HRTimeline
RiverTree Advisors, LLC35,162$1.24M0.81%+16,20613F-HRTimeline
Able Wealth Management LLC33,949$1.2M0.79%+8,75113F-HRTimeline
BNP PARIBASin group BNP PARIBAS32,759$1.16M0.01%-9713F-HRTimelineGroup
Altura Wealth Advisors Inc.32,190$1.14M0.84%-2,24613F-HRTimeline
Luken Investment Analytics, LLC30,423$1.07M0.5%-10113F-HRTimeline
Asset Dedication, LLC28,461$1M0.08%-2,46413F-HRTimeline
MML INVESTORS SERVICES, LLC25,231$890K<0.01%-27,49913F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\23,627$834K<0.01%-14,41813F-HR/ATimelineGroup
SILVER OAK SECURITIES, INCORPORATED22,954$811K0.08%-23,76213F-HRTimeline
Advisory Services Network, LLC21,930$774K0.01%new13F-HRTimeline
Invesco Ltd.in group Invesco Ltd.20,973$740K<0.01%-16013F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC18,470$652K0.02%new13F-HRTimelineGroup
Cambridge Financial Group, LLC18,014$635K0.27%-5,38113F-HRTimeline
OLD MISSION CAPITAL LLC17,334$611K0.01%-117,85413F-HRTimeline
Smartleaf Asset Management LLC16,039$566K0.06%+1,99313F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.15,444$545K0.25%-23813F-HRTimeline
Financial Advocates Investment Manageme…14,262$503K0.03%-40613F-HRTimeline
&PARTNERS13,728$481K0.01%+2,69113F-HRTimeline
WCG Wealth Advisors LLC12,938$456K0.03%-54113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP12,458$439K<0.01%+8,64313F-HRTimelineGroup
RETIREMENT INCOME SOLUTIONS, INC12,282$433K0.09%+2,11813F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD12,246$432K<0.01%013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,563$373K<0.01%new13F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding10,288$363K-25,163Timeline
Quest 10 Wealth Builders, Inc.10,174$359K0.36%13F-HRTimeline
Avior Wealth Management, LLC9,774$345K0.01%+4613F-HRTimeline
Global Strategic Investment Solutions, …9,602$339K0.04%013F-HRTimeline
Authentikos Wealth Advisory, LLC9,351$330K0.33%-65613F-HRTimeline
Independent Advisor Alliance9,339$329K<0.01%new13F-HRTimeline
Crescent Grove Advisors, LLC9,127$322K0.03%013F-HRTimeline
Insight Advisors, LLC/ PA9,057$320K0.05%-8,33313F-HRTimeline
MMA ASSET MANAGEMENT LLC9,049$319K0.14%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC8,837$311K0.02%+4213F-HRTimeline
Private Advisor Group, LLC8,815$311K<0.01%-1,47313F-HRTimeline
Cherry Tree Wealth Management, LLC8,561$302K0.07%013F-HRTimeline
Foundations Investment Advisors, LLC8,558$302K0.01%-42313F-HRTimeline
Ashton Thomas Private Wealth, LLC8,330$294K0.01%new13F-HRTimeline
Composition Wealth, LLC8,022$283K0.01%013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.7,720$272K0.01%-1,70013F-HRTimelineGroup
FINANCIAL ADVISORY PARTNERS, LLC7,668$270K0.09%+45613F-HRTimeline
Atria Wealth Solutions, Inc.7,520$265K<0.01%-63313F-HRTimeline
LifeWealth Investments, LLC7,236$255K0.17%13F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co6,527$230K<0.01%013F-HRTimelineGroup
Creative Planningin group Creative Planning6,425$227K<0.01%+913F-HRTimelineGroup
Intellectus Partners, LLC6,150$217K0.05%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC5,933$209K<0.01%-47,83413F-HRTimelineGroup
FMR LLCin group FMR LLC5,880$207K<0.01%+4,00013F-HRTimelineGroup
Coastwise Capital Group, LLC5,756$203K0.16%+1513F-HRTimeline
Park Square Financial Group, LLC4,799$169K0.12%13F-HRTimeline
Continuum Advisory, LLC4,279$151K0.02%013F-HRTimeline
FLP Wealth Management, LLC3,553$125K0.32%13F-HRTimeline
EP Wealth Advisors, LLC3,061$108K<0.01%new13F-HRTimeline
COMERICA BANK2,743$96.8K<0.01%-7,22513F-HR/ATimeline
PRIVATE TRUST CO NA2,451$86.5K0.01%+1,05613F-HRTimeline
Farther Finance Advisors, LLC2,363$83.4K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,255$79.5K<0.01%+75613F-HRTimelineGroup
Noble Wealth Management PBC2,000$70.5K0.05%13F-HRTimeline
Transce3nd, LLC1,904$67.2K0.02%13F-HRTimeline
Geneos Wealth Management Inc.1,900$67K<0.01%-4713F-HRTimeline
BLAIR WILLIAM & CO/IL1,874$66.1K<0.01%+18813F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,711$60.4K<0.01%+25013F-HRTimelineGroup
Capital Investment Advisory Services, L…1,478$52.1K0.01%+93813F-HRTimeline
Compass Planning Associates Inc1,456$51.4K0.05%13F-HRTimeline
Golden State Wealth Management, LLC1,320$46.6K0.01%13F-HRTimeline
Horrell Capital Management, Inc.1,222$43K0.01%013F-HRTimeline
Pineridge Advisors LLC1,199$42.3K0.02%-34013F-HRTimeline
Anchor Investment Management, LLC950$33.5K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC919$32.4K<0.01%+10613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/872$30.8K<0.01%new13F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC850$30K<0.01%+3413F-HRTimelineGroup
Tidemark, LLC842$29.7K0.01%new13F-HRTimeline
IAG Wealth Partners, LLC793$28K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.728$25.7K0.01%new13F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC659$24.8K<0.01%new13F-HRTimelineGroup
LRI Investments, LLC650$22.9K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…503$17.7K<0.01%013F-HRTimelineGroup
Allworth Financial LP442$15.6K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc431$15.2K<0.01%+16913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Trivant Custom Portfolio Group, LLC225$7.94K<0.01%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors200$7.05K<0.01%013F-HRTimelineGroup
FAS Wealth Partners, Inc.177$6.25K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…147$5.18K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO125$4.41K<0.01%-4,00013F-HRTimelineGroup
Front Row Advisors LLC100$3.53K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC100$3.53K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC98$3.46K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO82$2.89K<0.01%+7413F-HRTimelineGroup
Federation des caisses Desjardins du Qu…75$2.65K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC50$1.78K<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…45$1.58K<0.01%-18013F-HRTimeline
TD Waterhouse Canada Inc.38$1.34K<0.01%013F-HRTimeline
Measured Risk Portfolios, Inc.36$1.27K<0.01%13F-HRTimeline
Glen Eagle Advisors, LLC35$1.24K<0.01%013F-HRTimeline
New Millennium Group LLC33$1.16K<0.01%new13F-HRTimeline
Global Financial Private Client, LLC25$882<0.01%013F-HRTimeline
Sterling Capital Management LLC21$741<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC18$635<0.01%new13F-HRTimelineGroup
Synergy Investment Management, LLC3$72<0.01%13F-HRTimeline