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Disclosery

WDIV SPDR INDEX SHS FDS

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ST STR SP GLBDIV (fund)

84 managers (84 13F filers) reported a position in WDIV shares at 2026-06-30, 1,353,785 shares in all. 8 filers opened a position and 11 filers sold out during the quarter.

Managers
84
13F filers
84
New
8
Added
29
Reduced
22
Sold out
11
Shares held by filers
1,353,785

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
AE Wealth Management LLC246,742$19.7M0.09%-8,08313F-HRTimeline
LPL Financial LLC130,841$10.5M<0.01%+13313F-HRTimeline
Kingsview Wealth Management, LLC118,640$9.48M0.11%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/116,218$9.29M<0.01%+27,74413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY111,605$8.92M<0.01%-7,02813F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP87,600$7M<0.01%013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP50,575$4.04M0.01%-37413F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC49,333$3.94M<0.01%+7,66813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC38,095$3.04M<0.01%-59913F-HRTimelineGroup
Wealthspire Advisors, LLC35,593$2.84M0.02%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA29,426$2.35M<0.01%-1,33013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC29,017$2.32M<0.01%-1,11413F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC25,059$2M<0.01%+9,16113F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS19,716$1.58M<0.01%+3113F-HRTimeline
Seneca Financial Advisors LLC18,419$1.47M0.38%+12213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC16,080$1.28M0.05%+3413F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.15,725$1.26M0.4%+1,15313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC15,192$1.21M<0.01%+2413F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP13,751$1.1M<0.01%+3413F-HRTimelineGroup
Key Capital Management, INC13,448$1.07M0.55%+1,41113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC12,365$988K<0.01%-16813F-HRTimelineGroup
Crescent Sterling, Ltd.10,385$830K0.74%+49113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,748$793K<0.01%-29513F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO8,740$698K<0.01%013F-HRTimelineGroup
LifeWealth Investments, LLC7,052$563K0.15%-27713F-HRTimeline
Simplicity Wealth,LLC6,661$532K0.02%+36213F-HRTimeline
Compagnie Lombard Odier SCmA6,285$502K0.01%-58513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC5,885$470K<0.01%new13F-HRTimelineGroup
B.O.S.S. Retirement Advisors, LLC5,667$453K0.12%-85313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.5,453$436K<0.01%+2,38513F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.5,067$405K0.31%-8813F-HRTimeline
Cetera Investment Advisers4,803$384K<0.01%-35513F-HRTimeline
Foundations Investment Advisors, LLC4,756$380K<0.01%-7613F-HRTimeline
Allie Family Office LLC4,455$356K0.13%013F-HR/ATimeline
Farther Finance Advisors, LLC4,273$341K<0.01%+1,55013F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC4,190$335K0.11%+113F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.3,999$320K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG3,686$295K<0.01%-1,99913F-HRTimelineGroup
Cambridge Investment Research Advisors,…3,590$287K<0.01%013F-HR/ATimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,313$265K<0.01%-15213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,232$258K<0.01%+3,23213F-HRTimelineGroup
Janney Montgomery Scott LLC3,136$251K<0.01%013F-HRTimeline
Richardson Capital Management LLC3,086$247K0.11%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,008$240K<0.01%-1113F-HRTimelineGroup
Accordant Advisory Group Inc2,987$239K0.16%-3513F-HRTimeline
Private Advisor Group, LLC2,867$229K<0.01%+3013F-HRTimeline
Kingdom Financial Group LLC.2,811$225K0.06%+3913F-HRTimeline
FLP Wealth Management, LLC2,751$220K0.39%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,642$211K<0.01%+2113F-HRTimelineGroup
Centennial Advisors, LLC2,515$201K0.24%-18713F-HRTimeline
Larson Financial Group LLC2,356$188K<0.01%+3013F-HRTimeline
Key Financial Inc2,335$187K0.03%013F-HRTimeline
Lloyd Advisory Services, LLC.1,892$151K0.06%-88013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1,880$150K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC1,832$146K<0.01%+92713F-HRTimelineGroup
COMPASS FINANCIAL MANAGEMENT LLC1,642$136K0.02%13F-HRTimeline
Raleigh Capital Management Inc.1,625$130K0.04%+19713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,505$121K<0.01%-11713F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,444$115K<0.01%new13F-HRTimelineGroup
Cornerstone Planning Group LLC948$78.5K0.01%+1713F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…789$63K<0.01%-1113F-HRTimelineGroup
PRIVATE TRUST CO NA635$50.7K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.590$47.1K<0.01%013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC565$45.1K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…414$33.1K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.384$30.7K<0.01%+4813F-HRTimeline
Federation des caisses Desjardins du Qu…300$24K<0.01%013F-HRTimeline
Montgomery Financial Services LLC244$19.5K0.02%13F-HRTimeline
Networth Advisors, LLC229$18.3K0.01%+613F-HRTimeline
Tidemark, LLC223$17.8K<0.01%013F-HRTimeline
Integrated Wealth Concepts LLC220$17.6K<0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL200$16K<0.01%013F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC159$12.7K0.01%new13F-HRTimeline
Triumph Capital Management154$12.3K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc145$11.6K<0.01%+213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/144$11.5K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.129$10.3K<0.01%+313F-HRTimeline
FAS Wealth Partners, Inc.121$9.64K<0.01%+113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO84$6.74K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…56$4.47K<0.01%013F-HRTimelineGroup
Aptus Capital Advisors, LLC22$1.76K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC22$1.76K<0.01%new13F-HRTimeline
Sterling Capital Management LLC13$1.04K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1$80<0.01%013F-HRTimelineGroup