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Disclosery

WDIV SPDR INDEX SHS FDS

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ST STR SP GLBDIV (fund)

80 managers (80 13F filers) reported a position in WDIV shares at 2025-06-30, 1,382,220 shares in all. 8 filers opened a position and 3 filers sold out during the quarter.

Managers
80
13F filers
80
New
8
Added
23
Reduced
29
Sold out
3
Shares held by filers
1,382,220

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
AE Wealth Management LLC322,902$22.8M0.17%-9,49913F-HRTimeline
LPL Financial LLC110,394$7.79M<0.01%-15213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/95,450$6.73M<0.01%-10,77613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY81,895$5.78M<0.01%+4,62813F-HRTimelineGroup
Savoie Capital LLC74,195$5.23M0.65%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.66,159$4.67M0.06%new13F-HRTimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC59,624$4.21M0.03%+26,08013F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP58,188$4.1M0.01%-27213F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC40,433$2.98M<0.01%-4,44213F-HRTimelineGroup
Wealthspire Advisors, LLC35,593$2.51M0.01%013F-HRTimeline
B.O.S.S. Retirement Advisors, LLC35,281$2.49M0.62%-3,90713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA31,842$2.25M<0.01%-2,82613F-HR/ATimelineGroup
STATE STREET CORPin group STATE STREET CORP29,000$2.05M<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…27,304$1.93M<0.01%+8,85413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC27,234$1.92M<0.01%+22,80613F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS21,828$1.54M<0.01%+2,91313F-HRTimeline
Seneca Financial Advisors LLC21,365$1.51M0.58%+18913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…19,371$1.38M<0.01%-12,12213F-HRTimeline
WealthShield Partners, LLC18,196$1.28M0.16%+49413F-HRTimeline
UBS Group AGin group UBS Group AG16,767$1.18M<0.01%+2,95113F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC16,738$1.18M<0.01%-32013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC16,432$1.16M<0.01%-96913F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP14,113$996K<0.01%-1,20813F-HRTimelineGroup
LifeWealth Investments, LLC10,412$734K0.27%+1,43313F-HR/ATimeline
Simplicity Wealth,LLC9,984$704K0.03%+4,01013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC8,721$615K<0.01%-30413F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.8,341$588K<0.01%-35013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.8,156$575K0.27%+1,22013F-HRTimeline
Quest 10 Wealth Builders, Inc.7,826$552K0.54%-81313F-HRTimeline
Crescent Sterling, Ltd.6,323$446K0.5%-1,32913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,314$445K<0.01%-3,99813F-HRTimelineGroup
Vantage Financial Partners, LLC5,163$364K0.08%-56713F-HRTimeline
Foundations Investment Advisors, LLC5,073$358K0.01%+12513F-HRTimeline
Cambridge Investment Research Advisors,…4,903$346K<0.01%-1613F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…4,660$329K0.06%013F-HRTimelineGroup
Allie Family Office LLC4,455$314K0.16%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,999$282K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,908$276K<0.01%+85913F-HR/ATimelineGroup
Park Square Financial Group, LLC3,892$275K0.2%-21713F-HRTimeline
BUCKHEAD CAPITAL MANAGEMENT LLC3,666$259K0.1%+19513F-HRTimeline
Farther Finance Advisors, LLC3,645$257K0.01%-27913F-HRTimeline
FLP Wealth Management, LLC3,530$249K0.7%new13F-HRTimeline
Slagle Financial, LLC3,449$243K0.1%-26313F-HRTimeline
Integrated Advisors Network LLC3,103$219K0.01%new13F-HRTimeline
MML INVESTORS SERVICES, LLC3,091$218K<0.01%-1,38813F-HRTimeline
Richardson Capital Management LLC3,086$218K0.11%013F-HRTimeline
Larson Financial Group LLC2,176$154K0.01%+2913F-HRTimeline
Key Financial Inc2,053$145K0.03%+9313F-HRTimeline
Crews Bank & Trust1,840$130K0.02%013F-HRTimeline
Transce3nd, LLC1,536$108K0.05%-6613F-HRTimeline
CWM, LLCin group CWM, LLC965$68K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC856$60.4K<0.01%+18813F-HRTimelineGroup
COMERICA BANK824$58.1K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA635$44.8K<0.01%+40013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.590$41.6K<0.01%-15913F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC565$39.9K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…543$38.3K<0.01%-713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP534$37.5K<0.01%+33613F-HRTimelineGroup
Pineridge Advisors LLC414$29.2K0.01%-3913F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…390$27.5K<0.01%new13F-HRTimelineGroup
Federation des caisses Desjardins du Qu…300$21.2K<0.01%013F-HRTimeline
Boreal Capital Management LLC300$21.2K0.02%13F-HRTimeline
SBI Securities Co., Ltd.261$18.4K<0.01%+3513F-HRTimeline
Global Retirement Partners, LLC224$15.8K<0.01%13F-HRTimeline
Tidemark, LLC223$15.7K0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/144$10.1K<0.01%013F-HR/ATimelineGroup
AdvisorNet Financial, Inc139$9.8K<0.01%013F-HRTimeline
Dunhill Financial, LLC125$8.82K<0.01%new13F-HRTimeline
FAS Wealth Partners, Inc.120$8.45K<0.01%+113F-HRTimeline
Medallion Wealth Advisors, LLC100$7.05K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC93$6.54K<0.01%+213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO84$5.93K<0.01%-7413F-HRTimelineGroup
NewEdge Advisors, LLC68$4.8K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…56$3.95K<0.01%-5713F-HRTimelineGroup
New Millennium Group LLC26$1.83K<0.01%013F-HRTimeline
Sterling Capital Management LLC18$1.27K<0.01%-313F-HR/ATimeline
Strategic Wealth Partners, Ltd.12$847<0.01%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1$71<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$61<0.01%+113F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.