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Disclosery

WDIV SPDR INDEX SHS FDS

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ST STR SP GLBDIV (fund)

81 managers (81 13F filers) reported a position in WDIV shares at 2025-09-30, 1,217,794 shares in all. 11 filers opened a position and 7 filers sold out during the quarter.

Managers
81
13F filers
81
New
11
Added
20
Reduced
25
Sold out
7
Shares held by filers
1,217,794

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC336,822$24.5M0.16%+13,92013F-HRTimeline
LPL Financial LLC125,652$9.13M<0.01%+15,25813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY91,729$6.67M<0.01%+9,83413F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/91,316$6.64M<0.01%-4,13413F-HR/ATimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP51,826$3.77M0.01%-6,36213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC41,969$3.05M<0.01%+1,53613F-HRTimelineGroup
Wealthspire Advisors, LLC35,593$2.59M0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA30,625$2.23M<0.01%-1,21713F-HRTimelineGroup
B.O.S.S. Retirement Advisors, LLC30,294$2.2M0.53%-4,98713F-HRTimeline
STATE STREET CORPin group STATE STREET CORP29,000$2.11M<0.01%013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC28,458$2.07M<0.01%+1,22413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC24,008$1.75M<0.01%+7,27013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…22,191$1.61M<0.01%-5,11313F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS21,684$1.58M<0.01%-14413F-HRTimeline
Seneca Financial Advisors LLC20,939$1.52M0.5%-42613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…18,943$1.38M<0.01%-42813F-HRTimeline
WealthShield Partners, LLC18,377$1.34M0.15%+18113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC16,079$1.17M<0.01%-35313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP13,898$1.01M<0.01%-21513F-HRTimelineGroup
UBS Group AGin group UBS Group AG10,951$796K<0.01%-5,81613F-HRTimelineGroup
LifeWealth Investments, LLC10,511$764K0.25%+9913F-HR/ATimeline
RICHARDS, MERRILL & PETERSON, INC.9,742$708K0.31%+1,58613F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO8,740$635K<0.01%new13F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC8,238$599K<0.01%-48313F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.7,108$517K0.48%-71813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP7,078$515K<0.01%new13F-HRTimelineGroup
Simplicity Wealth,LLC7,010$510K0.03%-2,97413F-HRTimeline
Crescent Sterling, Ltd.6,473$471K0.49%+15013F-HRTimeline
Cetera Investment Advisers5,933$431K<0.01%new13F-HRTimeline
Vantage Financial Partners, LLC5,089$370K0.08%-7413F-HRTimeline
Foundations Investment Advisors, LLC4,997$363K0.01%-7613F-HRTimeline
Cambridge Investment Research Advisors,…4,909$357K<0.01%+613F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…4,660$339K0.06%013F-HRTimelineGroup
Allie Family Office LLC4,455$324K0.15%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,344$316K<0.01%-1,97013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,999$291K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,823$279K<0.01%-8513F-HRTimelineGroup
BUCKHEAD CAPITAL MANAGEMENT LLC3,666$267K0.1%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC3,620$263K<0.01%new13F-HRTimelineGroup
FLP Wealth Management, LLC3,524$256K0.72%-613F-HR/ATimeline
Farther Finance Advisors, LLC3,474$253K<0.01%-17113F-HRTimeline
Slagle Financial, LLC3,290$239K0.09%-15913F-HRTimeline
Janney Montgomery Scott LLC3,141$228K<0.01%new13F-HRTimeline
Richardson Capital Management LLC3,086$224K0.11%013F-HRTimeline
MML INVESTORS SERVICES, LLC3,031$220K<0.01%-6013F-HRTimeline
Private Advisor Group, LLC2,811$204K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,674$194K<0.01%new13F-HRTimelineGroup
Key Financial Inc2,335$171K0.03%+28213F-HRTimeline
Larson Financial Group LLC2,301$167K0.01%+12513F-HRTimeline
Crews Bank & Trust1,840$134K0.02%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,409$102K0.01%+1,01913F-HRTimelineGroup
Accordant Advisory Group Inc1,349$98.1K0.07%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,259$90.9K<0.01%+72513F-HRTimelineGroup
CWM, LLCin group CWM, LLC965$70K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC865$62.9K<0.01%+913F-HRTimelineGroup
COMERICA BANK824$59.9K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA635$46.2K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.590$42.9K<0.01%013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC565$41.1K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…543$39.5K<0.01%013F-HRTimeline
Pineridge Advisors LLC316$23K0.01%-9813F-HRTimeline
Federation des caisses Desjardins du Qu…300$21.8K<0.01%013F-HRTimeline
Global Retirement Partners, LLC227$16.5K<0.01%+313F-HRTimeline
Advisory Services Network, LLC225$16.4K<0.01%new13F-HRTimeline
Tidemark, LLC223$16.2K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.178$12.9K<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.151$11K<0.01%-11013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/144$10.5K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc140$10.2K<0.01%+113F-HRTimeline
FAS Wealth Partners, Inc.120$8.72K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC100$7.27K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC94$6.8K<0.01%+113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO85$6.18K<0.01%+113F-HR/ATimelineGroup
NewEdge Advisors, LLC68$4.94K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…56$4.07K<0.01%013F-HRTimelineGroup
Guerra Advisors Inc50$3.63K<0.01%new13F-HRTimeline
New Millennium Group LLC26$1.89K<0.01%013F-HRTimeline
Sterling Capital Management LLC17$1.24K<0.01%-113F-HRTimeline
Strategic Wealth Partners, Ltd.12$872<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1$73<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$58<0.01%013F-HRTimelineGroup