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Disclosery

WDIV SPDR INDEX SHS FDS

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ST STR SP GLBDIV (fund)

73 managers (73 13F filers) reported a position in WDIV shares at 2024-12-31, 1,324,137 shares in all. 2 filers opened a position and 10 filers sold out during the quarter.

Managers
73
13F filers
73
New
2
Added
19
Reduced
27
Sold out
10
Shares held by filers
1,324,137

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
AE Wealth Management LLC338,727$21M0.18%+5,44513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/115,548$7.17M<0.01%-1,75013F-HRTimelineGroup
LPL Financial LLC104,658$6.5M<0.01%+3,29613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC96,101$5.97M<0.01%+2,78213F-HRTimelineGroup
Savoie Capital LLC74,195$4.61M0.55%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY71,110$4.42M<0.01%+9,41413F-HR/ATimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP58,460$3.63M0.01%-4,03113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA53,183$3.3M<0.01%+17,00713F-HRTimelineGroup
B.O.S.S. Retirement Advisors, LLC40,174$2.49M0.7%+32,98313F-HRTimeline
Wealthspire Advisors, LLC35,385$2.2M0.02%+38513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…31,373$1.95M<0.01%+2413F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…22,904$1.42M<0.01%-17,28513F-HRTimelineGroup
Seneca Financial Advisors LLC22,226$1.38M0.69%+15913F-HRTimeline
PRUDENTIAL PLCin group PRUDENTIAL PLC21,354$1.33M0.01%-3,17013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC19,157$1.19M<0.01%13F-HR/ATimelineGroup
CAPTRUST FINANCIAL ADVISORS18,547$1.15M<0.01%-68413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC17,298$1.07M<0.01%-5,25213F-HRTimelineGroup
WealthShield Partners, LLC17,265$1.07M0.15%+41513F-HRTimeline
UBS Group AGin group UBS Group AG16,960$1.05M<0.01%+12,07113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP15,497$962K<0.01%-14913F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC10,638$660K<0.01%-1,47813F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.8,691$540K<0.01%-53913F-HRTimeline
Quest 10 Wealth Builders, Inc.8,586$533K0.53%13F-HRTimeline
Crescent Sterling, Ltd.8,198$509K0.52%+5113F-HRTimeline
Authentikos Wealth Advisory, LLC7,483$465K0.46%-59113F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.7,231$449K0.23%13F-HRTimeline
Vantage Financial Partners, LLC6,546$406K0.1%-67313F-HRTimeline
LifeWealth Investments, LLC5,827$362K0.24%13F-HRTimeline
Foundations Investment Advisors, LLC5,783$359K0.01%-18413F-HRTimeline
Cambridge Investment Research Advisors,…5,257$326K<0.01%-10013F-HRTimeline
MML INVESTORS SERVICES, LLC4,713$293K<0.01%-1813F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…4,660$289K0.06%-8013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC4,528$281K<0.01%-3613F-HRTimelineGroup
Allie Family Office LLC4,455$277K0.15%013F-HRTimeline
Slagle Financial, LLC4,024$250K0.11%-10013F-HRTimeline
Farther Finance Advisors, LLC3,972$247K0.01%-1,72913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC3,932$244K<0.01%-5,34413F-HRTimelineGroup
Park Square Financial Group, LLC3,857$239K0.17%13F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC3,295$205K0.07%+10013F-HRTimeline
Richardson Capital Management LLC3,086$192K0.12%013F-HRTimeline
FLP Wealth Management, LLC2,947$183K0.47%13F-HRTimeline
Larson Financial Group LLC2,322$144K0.01%+1713F-HRTimeline
Key Financial Inc1,965$122K0.03%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,932$120K<0.01%-64313F-HR/ATimelineGroup
Crews Bank & Trust1,840$114K0.02%13F-HRTimeline
Transce3nd, LLC1,568$97.4K0.03%13F-HRTimeline
CWM, LLCin group CWM, LLC965$60K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.910$56.5K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.749$46.5K<0.01%-5913F-HRTimelineGroup
Pineridge Advisors LLC609$37.8K0.01%-25613F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC565$35.1K<0.01%013F-HRTimeline
Householder Group Estate & Retirement S…352$21K0.02%+413F-HRTimeline
Federation des caisses Desjardins du Qu…300$18.6K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC251$15.6K<0.01%013F-HRTimelineGroup
SBI Securities Co., Ltd.244$15.1K<0.01%13F-HRTimeline
PRIVATE TRUST CO NA235$14.6K<0.01%013F-HRTimeline
Tidemark, LLC223$13.8K0.01%013F-HRTimeline
Global Retirement Partners, LLC219$13.6K<0.01%+313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP198$12.3K<0.01%+5013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO158$9.81K<0.01%-11513F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/144$8.94K<0.01%+4213F-HRTimelineGroup
FAS Wealth Partners, Inc.119$7.41K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…113$7.02K<0.01%013F-HRTimelineGroup
Medallion Wealth Advisors, LLC100$6.51K<0.01%13F-HRTimeline
GPS Wealth Strategies Group, LLC90$5.61K<0.01%+113F-HRTimeline
NewEdge Advisors, LLC68$4.22K<0.01%-58413F-HRTimeline
New Millennium Group LLC26$1.61K<0.01%new13F-HRTimeline
Sterling Capital Management LLC19$1.18K<0.01%-113F-HRTimeline
McClarren Financial Advisors, Inc.20$1K<0.01%-4613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1$62<0.01%-21,56613F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1$62<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$24<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.