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Disclosery

WDIV SPDR INDEX SHS FDS

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ST STR SP GLBDIV (fund)

72 managers (72 13F filers) reported a position in WDIV shares at 2025-03-31, 1,264,349 shares in all. 4 filers opened a position and 3 filers sold out during the quarter.

Managers
72
13F filers
72
New
4
Added
19
Reduced
24
Sold out
3
Shares held by filers
1,264,349

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 LLC332,401$21.6M0.18%-6,32613F-HRTimeline
LPL Financial LLC110,546$7.2M<0.01%+5,88813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/106,226$6.92M<0.01%-9,32213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY77,267$5.03M<0.01%+6,15713F-HRTimelineGroup
Savoie Capital LLC74,195$4.61M0.55%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP58,460$3.81M0.01%013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC44,875$2.92M<0.01%-51,22613F-HRTimelineGroup
B.O.S.S. Retirement Advisors, LLC39,188$2.55M0.74%-98613F-HRTimeline
Wealthspire Advisors, LLC35,593$2.32M0.01%+20813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA34,668$2.26M<0.01%-18,51513F-HR/ATimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC33,544$2.18M0.01%+12,19013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…31,493$2.05M<0.01%+12013F-HRTimeline
Seneca Financial Advisors LLC21,176$1.38M0.67%-1,05013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS18,915$1.23M<0.01%+36813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,450$1.2M<0.01%-4,45413F-HRTimelineGroup
WealthShield Partners, LLC17,702$1.15M0.15%+43713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC17,401$1.13M<0.01%+10313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC17,058$1.11M<0.01%-2,09913F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP15,321$998K<0.01%-17613F-HRTimelineGroup
UBS Group AGin group UBS Group AG13,816$900K<0.01%-3,14413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,312$671K<0.01%+6,38013F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC10,240$667K<0.01%new13F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC9,025$588K<0.01%-1,61313F-HRTimelineGroup
LifeWealth Investments, LLC8,979$585K0.28%+3,15213F-HR/ATimeline
AVANTAX ADVISORY SERVICES, INC.8,691$566K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.8,639$562K0.6%+5313F-HRTimeline
Crescent Sterling, Ltd.7,652$498K0.51%-54613F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.6,936$452K0.23%-29513F-HRTimeline
Simplicity Wealth,LLC5,974$389K0.03%new13F-HRTimeline
Vantage Financial Partners, LLC5,730$373K0.09%-81613F-HRTimeline
Foundations Investment Advisors, LLC4,948$322K0.01%-83513F-HRTimeline
Cambridge Investment Research Advisors,…4,919$320K<0.01%-33813F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…4,660$303K0.06%013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC4,479$292K<0.01%-23413F-HRTimeline
Allie Family Office LLC4,455$290K0.16%013F-HRTimeline
Mariner, LLCin group Mariner, LLC4,428$288K<0.01%-10013F-HRTimelineGroup
Park Square Financial Group, LLC4,109$268K0.21%+25213F-HRTimeline
Farther Finance Advisors, LLC3,924$257K0.01%-4813F-HRTimeline
Slagle Financial, LLC3,712$242K0.11%-31213F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC3,471$226K0.07%+17613F-HRTimeline
Richardson Capital Management LLC3,086$201K0.13%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,049$199K<0.01%+1,11713F-HRTimelineGroup
Larson Financial Group LLC2,147$140K0.01%-17513F-HRTimeline
Key Financial Inc1,960$128K0.03%-513F-HRTimeline
Crews Bank & Trust1,840$120K0.02%013F-HRTimeline
Transce3nd, LLC1,602$104K0.05%+3413F-HRTimeline
CWM, LLCin group CWM, LLC965$63K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.910$59.3K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.749$48.8K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC668$43.5K<0.01%+41713F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC565$36.8K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…550$35.8K<0.01%new13F-HRTimeline
Pineridge Advisors LLC453$29.5K0.01%-15613F-HRTimeline
Federation des caisses Desjardins du Qu…300$19.5K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA235$15.3K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.226$14.7K<0.01%-1813F-HRTimeline
Tidemark, LLC223$14.5K0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP198$12.9K<0.01%013F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO158$10.3K<0.01%013F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/144$9.37K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc139$9.05K<0.01%new13F-HRTimeline
FAS Wealth Partners, Inc.119$7.78K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…113$7.36K<0.01%013F-HRTimelineGroup
Medallion Wealth Advisors, LLC100$6.51K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC91$5.92K<0.01%+113F-HRTimeline
NewEdge Advisors, LLC68$4.43K<0.01%013F-HRTimeline
New Millennium Group LLC26$1.69K<0.01%013F-HRTimeline
Sterling Capital Management LLC21$1.37K<0.01%+213F-HRTimeline
McClarren Financial Advisors, Inc.65$1K<0.01%+4513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1$65<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$9<0.01%013F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.