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Disclosery

WDIV SPDR INDEX SHS FDS

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ST STR SP GLBDIV (fund)

85 managers (85 13F filers) reported a position in WDIV shares at 2025-12-31, 1,323,199 shares in all. 11 filers opened a position and 8 filers sold out during the quarter.

Managers
85
13F filers
85
New
11
Added
27
Reduced
18
Sold out
8
Shares held by filers
1,323,199

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC344,755$26M0.15%+7,93313F-HRTimeline
LPL Financial LLC128,830$9.72M<0.01%+3,17813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY109,700$8.28M<0.01%+17,97113F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/92,834$7M<0.01%+1,51813F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP63,600$4.8M<0.01%+34,60013F-HRTimelineGroup
KKM Financial LLC55,145$4.16M0.74%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP50,924$3.84M0.01%-90213F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC39,046$2.95M<0.01%-2,92313F-HRTimelineGroup
Wealthspire Advisors, LLC35,593$2.69M0.02%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC34,147$2.58M<0.01%+10,13913F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC32,288$2.44M<0.01%+3,83013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA30,693$2.32M<0.01%+6813F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…21,034$1.61M<0.01%+2,09113F-HRTimeline
Seneca Financial Advisors LLC20,527$1.55M0.47%-41213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS19,698$1.49M<0.01%-1,98613F-HRTimeline
WealthShield Partners, LLC19,022$1.44M0.16%+64513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC17,283$1.3M<0.01%+1,20413F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP14,625$1.1M<0.01%+72713F-HRTimelineGroup
Key Capital Management, INC13,876$1.05M1.04%13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC12,026$907K<0.01%+3,78813F-HRTimelineGroup
RICHARDS, MERRILL & PETERSON, INC.11,692$882K0.34%+1,95013F-HRTimeline
LifeWealth Investments, LLC9,823$741K0.23%-68813F-HRTimeline
B.O.S.S. Retirement Advisors, LLC9,319$703K0.22%-20,97513F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO8,740$659K<0.01%013F-HRTimelineGroup
Crescent Sterling, Ltd.7,672$579K0.59%+1,19913F-HRTimeline
Simplicity Wealth,LLC6,972$526K0.03%-3813F-HRTimeline
Quest 10 Wealth Builders, Inc.6,835$516K0.46%-27313F-HRTimeline
Cetera Investment Advisers5,648$426K<0.01%-28513F-HRTimeline
Foundations Investment Advisors, LLC5,045$381K<0.01%+4813F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…4,660$352K0.06%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG4,619$348K<0.01%-6,33213F-HRTimelineGroup
Allie Family Office LLC4,455$336K0.16%013F-HRTimeline
Centennial Advisors, LLC4,248$321K0.42%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,999$302K<0.01%013F-HRTimelineGroup
Kingdom Financial Group LLC.3,978$300K0.09%new13F-HRTimeline
Belpointe Asset Management LLC3,824$289K0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,783$285K<0.01%-4013F-HRTimelineGroup
BUCKHEAD CAPITAL MANAGEMENT LLC3,666$277K0.1%013F-HRTimeline
FLP Wealth Management, LLC3,642$275K0.65%+11813F-HR/ATimeline
Cambridge Investment Research Advisors,…3,571$269K<0.01%-1,33813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…3,470$262K<0.01%-18,72113F-HRTimelineGroup
MML INVESTORS SERVICES, LLC3,335$252K<0.01%+30413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,278$247K<0.01%new13F-HRTimelineGroup
Janney Montgomery Scott LLC3,136$237K<0.01%-513F-HRTimeline
Richardson Capital Management LLC3,086$233K0.12%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,043$230K<0.01%+36913F-HR/ATimelineGroup
Slagle Financial, LLC3,029$229K0.08%-26113F-HRTimeline
Farther Finance Advisors, LLC2,932$221K<0.01%-54213F-HRTimeline
FSA Advisors, Inc.2,830$214K0.15%new13F-HRTimeline
Private Advisor Group, LLC2,828$213K<0.01%+1713F-HRTimeline
Key Financial Inc2,335$176K0.03%013F-HRTimeline
Larson Financial Group LLC2,317$175K0.01%+1613F-HRTimeline
Accordant Advisory Group Inc2,267$171K0.12%+91813F-HRTimeline
Crews Bank & Trust1,840$139K0.02%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,531$115K<0.01%+27213F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC1,099$82.9K<0.01%new13F-HRTimeline
Raleigh Capital Management Inc.1,054$79.5K0.03%new13F-HRTimeline
CWM, LLCin group CWM, LLC965$73K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC905$68.3K<0.01%+4013F-HRTimelineGroup
COMERICA BANK824$62.2K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA635$47.9K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.590$44.5K<0.01%013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC565$42.6K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…543$41K<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.359$27.1K0.01%new13F-HRTimeline
Cornerstone Planning Group LLC322$25.4K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…300$22.6K<0.01%013F-HRTimeline
Networth Advisors, LLC291$22K0.02%13F-HRTimeline
Global Retirement Partners, LLC229$17.3K<0.01%+213F-HRTimeline
Tidemark, LLC223$16.8K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.160$12.1K<0.01%+913F-HRTimeline
Triumph Capital Management154$11.6K<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/144$10.8K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc142$10.7K<0.01%+213F-HRTimeline
Geneos Wealth Management Inc.126$9.47K<0.01%-5213F-HRTimeline
FAS Wealth Partners, Inc.120$9.06K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC100$7.54K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO84$6.34K<0.01%-113F-HRTimelineGroup
NewEdge Advisors, LLC68$5.13K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…56$4.22K<0.01%013F-HRTimelineGroup
New Millennium Group LLC26$1.96K<0.01%013F-HRTimeline
Sterling Capital Management LLC17$1.28K<0.01%013F-HRTimeline
Sound Income Strategies, LLC2$154<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1$75<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$49<0.01%013F-HRTimelineGroup