Skip to content
Disclosery

EDIV SPDR INDEX SHS FDS

Follow

ST MAR DIVID ETF (fund)

155 managers (157 13F filers) reported a position in EDIV shares at 2025-06-30, 13,509,369 shares in all. 20 filers opened a position and 13 filers sold out during the quarter.

Managers
155
13F filers
157
New
20
Added
73
Reduced
36
Sold out
13
Shares held by filers
13,509,369

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 Advisers1,345,538$51.3M0.09%+77,63413F-HRTimeline
Trust Co1,313,205$50.1M5.65%+192,92413F-HRTimeline
LPL Financial LLC1,073,062$40.9M0.01%+219,42413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY823,343$31.4M<0.01%+38,81113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN715,084$27.3M0.01%+45,75313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/589,465$22.5M<0.01%+291,63913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…392,923$15M0.01%+84,41813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA322,345$12.3M<0.01%+17,27313F-HR/ATimelineGroup
AE Wealth Management LLC289,124$11M0.08%-86,05613F-HRTimeline
UBS Group AGin group UBS Group AG283,415$10.8M<0.01%+15,39813F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp273,046$10.4M0.04%-38,20913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC268,740$10.2M<0.01%-11,40813F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…242,807$9.26M0.18%-6,68413F-HRTimelineGroup
Drake & Associates, LLC238,741$9.1M2.23%+9,53413F-HRTimeline
swisspartners Advisors Ltd233,650$8.9M8.39%+8,76013F-HRTimeline
Steward Partners Investment Advisory, L…229,093$8.73M0.07%+163,16613F-HRTimeline
Bond & Devick Financial Network, Inc.220,242$8.4M2.79%+6,37613F-HRTimeline
Systelligence, LLC205,737$7.84M1.45%-1,76613F-HRTimeline
CENTAURUS FINANCIAL, INC.186,678$7.12M0.42%+49713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding171,003$6.52M+29,352Timeline
Three Cord True Wealth Management, LLC164,494$6.27M4.68%+10,07613F-HR/ATimeline
Tower Wealth Partners, Inc.158,944$6.06M3.58%+2,92613F-HRTimeline
First Heartland Consultants, Inc.158,333$6.04M0.54%+5,06013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC152,509$5.81M0.01%+60,29113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV148,511$5.66M0.41%+38,39413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding146,895$5.6M+13,679Timeline
Anderson Financial Strategies, LLC121,075$4.62M2.95%+3,42013F-HRTimeline
Cambridge Investment Research Advisors,…115,143$4.39M0.01%+29,32613F-HRTimeline
RFG - Bristol Wealth Advisors, LLC113,689$4.33M1.34%new13F-HRTimeline
Comprehensive Wealth Management, LLC109,372$4.17M3.36%+65,12513F-HRTimeline
MML INVESTORS SERVICES, LLC109,242$4.16M0.01%+48,06113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC108,072$4.12M0.01%+13,02913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC107,236$4.09M0.01%+4,80213F-HRTimelineGroup
Plan Group Financial, LLC103,668$3.95M1.3%+29,77913F-HRTimeline
Redhawk Wealth Advisors, Inc.101,741$3.88M0.49%+3,17513F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC95,432$3.64M0.36%+1,64013F-HRTimeline
Old Port Advisors86,963$3.32M0.9%-20,25913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.86,815$3.31M0.01%+3,16813F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC85,521$3.25M<0.01%+38,29813F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.80,075$3.05M0.03%+41,76313F-HRTimelineGroup
Premier Path Wealth Partners, LLC76,512$2.92M0.41%+2613F-HRTimeline
IFP Advisors, Inc75,896$2.89M0.08%+8,02213F-HRTimeline
Columbia River Financial Group, LLC74,293$2.84M1.84%+1,65613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…66,824$2.6M<0.01%new13F-HRTimeline
Able Wealth Management LLC62,016$2.36M1.19%+13,14013F-HRTimeline
Summit Global Investmentsin group Summit Global Investments57,204$2.18M0.13%-60013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP55,202$2.1M<0.01%+2,32813F-HRTimelineGroup
WealthShield Partners, LLC54,740$2.09M0.25%-1,38313F-HRTimeline
Rodgers & Associates, LTD54,476$2.08M0.23%+50013F-HRTimeline
Atria Investments, Inc52,003$1.98M0.02%+1,17013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP48,943$1.87M<0.01%+27,10913F-HRTimelineGroup
USAdvisors Wealth Management, LLC48,447$1.85M0.69%+1,57013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth43,818$1.67M<0.01%-2,00913F-HRTimelineGroup
Altura Wealth Advisors Inc.43,598$1.66M0.93%-32313F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co40,933$1.56M0.02%+34,40613F-HRTimelineGroup
Gladstone Institutional Advisory LLC40,358$1.54M0.06%+1,79613F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.39,400$1.5M0.07%new13F-HRTimelineGroup
RDA Financial Network38,628$1.47M0.4%+1,75213F-HRTimeline
&PARTNERS35,575$1.36M0.01%+18,83213F-HRTimeline
BNP PARIBASin group BNP PARIBAS34,249$1.31M0.04%+2,19113F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…31,867$1.21M0.06%new13F-HRTimelineGroup
MANCHESTER FINANCIAL INC31,372$1.2M0.25%+14,88413F-HRTimeline
B.O.S.S. Retirement Advisors, LLC31,241$1.19M0.3%-12,68013F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding27,574$1.05M+26,724Timeline
AVANTAX ADVISORY SERVICES, INC.23,581$899K<0.01%new13F-HRTimeline
Asset Dedication, LLC22,294$850K0.06%-19313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED22,251$848K0.07%-1,26413F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\20,438$779K<0.01%+3,42113F-HRTimelineGroup
Trademark Financial Management, LLC19,841$756K0.46%-45,39913F-HRTimeline
Invesco Ltd.in group Invesco Ltd.18,601$709K<0.01%-1,64813F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC18,205$694K0.02%-11013F-HRTimelineGroup
OLD MISSION CAPITAL LLC17,925$683K0.02%-48,69713F-HRTimeline
Smartleaf Asset Management LLC15,801$603K0.05%-2,98313F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.15,440$590K0.01%013F-HRTimelineGroup
MARYLAND CAPITAL ADVISORS INC.15,320$584K0.23%-3113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\14,292$545K<0.01%+70813F-HRTimelineGroup
RETIREMENT INCOME SOLUTIONS, INC14,169$540K0.1%+3,19013F-HRTimeline
WEDBUSH SECURITIES INC13,459$513K0.02%new13F-HRTimeline
Financial Advocates Investment Manageme…12,746$486K0.04%-1,13713F-HRTimeline
Cambridge Financial Group, LLC12,563$479K0.18%013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD12,246$467K<0.01%013F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.11,676$445K0.01%+16513F-HRTimelineGroup
Foundations Investment Advisors, LLC11,487$438K0.01%+3,89513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC11,392$434K0.01%new13F-HRTimeline
MMA ASSET MANAGEMENT LLC10,508$401K0.15%-57513F-HRTimeline
Atria Wealth Solutions, Inc.10,168$392K0.01%+1,23313F-HRTimeline
Avior Wealth Management, LLC10,018$382K0.01%+16613F-HRTimeline
FINANCIAL ADVISORY PARTNERS, LLC9,832$375K0.12%+99313F-HRTimeline
Global Strategic Investment Solutions, …9,602$366K0.04%013F-HRTimeline
RiverTree Advisors, LLC9,516$363K0.24%-7,17813F-HRTimeline
Capital Investment Advisory Services, L…9,356$357K0.03%+58113F-HRTimeline
LifeWealth Investments, LLC9,317$355K0.13%-84713F-HR/ATimeline
Farther Finance Advisors, LLC9,208$351K0.01%+6,84513F-HRTimeline
Crescent Grove Advisors, LLC9,127$348K0.03%013F-HRTimeline
Private Advisor Group, LLC8,590$327K<0.01%+7613F-HRTimeline
Ashton Thomas Private Wealth, LLC8,330$318K0.01%013F-HRTimeline
Creative Planningin group Creative Planning8,287$316K<0.01%+70013F-HRTimelineGroup
Composition Wealth, LLC8,022$306K0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC8,014$305K0.07%-32713F-HRTimeline
ROMAN BUTLER FULLERTON & CO7,808$303K0.09%+1,13313F-HRTimeline
SMITH, MOORE & CO.7,655$292K0.02%new13F-HRTimeline
InTrack Investment Management Inc7,566$288K0.19%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.6,921$264K0.26%-2,65613F-HRTimeline
COWA, LLC6,097$232K0.09%new13F-HRTimeline
Intellectus Partners, LLC5,690$217K0.05%-47313F-HRTimeline
Samalin Investment Counsel, LLC5,474$209K0.08%new13F-HRTimeline
Kovack Advisors, Inc.5,451$208K0.02%new13F-HRTimeline
Continuum Advisory, LLC5,391$206K0.02%+1,11213F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT5,273$201K<0.01%new13F-HRTimeline
Tidemark, LLC4,174$159K0.05%+1,60913F-HRTimeline
City State Bank4,143$158K0.05%013F-HRTimeline
Park Square Financial Group, LLC3,413$130K0.09%-1,36313F-HRTimeline
Dunhill Financial, LLC3,115$119K0.03%new13F-HRTimeline
COMERICA BANK2,827$108K<0.01%-313F-HRTimeline
PRIVATE TRUST CO NA2,492$95K0.01%+4113F-HRTimeline
FMR LLCin group FMR LLC2,422$92.3K<0.01%+68213F-HRTimelineGroup
Geneos Wealth Management Inc.2,190$83.5K<0.01%-2,04513F-HRTimeline
BLAIR WILLIAM & CO/IL1,878$71.6K<0.01%+313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,615$61.6K<0.01%013F-HR/ATimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,604$61.1K<0.01%new13F-HRTimelineGroup
Compass Planning Associates Inc1,492$56.9K0.05%+2513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,380$52.6K<0.01%+50813F-HRTimelineGroup
Transce3nd, LLC1,354$51.6K0.02%-53313F-HRTimeline
Golden State Wealth Management, LLC1,320$50.3K0.01%013F-HRTimeline
Rosenberg Matthew Hamilton1,270$48.4K0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,241$47.3K<0.01%+3313F-HRTimeline
Scarborough Advisors, LLC1,238$47.2K0.01%new13F-HRTimeline
Horrell Capital Management, Inc.1,222$46.6K0.02%013F-HRTimeline
Pineridge Advisors LLC1,064$40.6K0.01%-7513F-HRTimeline
Anchor Investment Management, LLC950$36.2K<0.01%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC814$31K<0.01%new13F-HR/ATimeline
IAG Wealth Partners, LLC793$30.2K<0.01%013F-HRTimeline
LRI Investments, LLC650$24.8K<0.01%013F-HRTimeline
Rossby Financial, LCC507$19.3K0.01%+913F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…503$19.2K<0.01%013F-HRTimelineGroup
Cape Investment Advisory, Inc.483$18.4K0.01%+11413F-HRTimeline
Allworth Financial LP442$16.9K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc228$8.7K<0.01%-20313F-HRTimeline
AdvisorNet Financial, Inc224$8.54K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors200$7.62K<0.01%013F-HRTimelineGroup
FAS Wealth Partners, Inc.177$6.75K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.145$5K<0.01%-7513F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC123$4.71K<0.01%-1,62413F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…115$4.38K<0.01%new13F-HRTimelineGroup
Front Row Advisors LLC100$3.81K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC98$3.74K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…75$2.86K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC50$1.91K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.38$1.45K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC36$1.35K<0.01%+113F-HRTimeline
New Millennium Group LLC33$1.26K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC18$686<0.01%013F-HRTimelineGroup
Sterling Capital Management LLC17$648<0.01%-313F-HR/ATimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO8$305<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.