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Disclosery

WDIV SPDR INDEX SHS FDS

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ST STR SP GLBDIV (fund)

86 managers (86 13F filers) reported a position in WDIV shares at 2026-03-31, 1,357,709 shares in all. 11 filers opened a position and 7 filers sold out during the quarter.

Managers
86
13F filers
86
New
11
Added
25
Reduced
26
Sold out
7
Shares held by filers
1,357,709

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 LLC254,825$19.7M0.11%-89,93013F-HRTimeline
LPL Financial LLC130,708$10.1M<0.01%+1,87813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY118,633$9.15M<0.01%+8,93313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/88,474$6.83M<0.01%-4,36013F-HRTimelineGroup
STATE STREET CORPin group STATE STREET CORP87,600$6.76M<0.01%+24,00013F-HRTimelineGroup
GTS SECURITIES LLC58,802$4.54M0.16%new13F-HRTimeline
KKM Financial LLC55,145$4.16M0.74%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP50,949$3.93M0.01%+2513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC41,665$3.21M<0.01%+7,51813F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC38,694$2.99M<0.01%-35213F-HR/ATimelineGroup
Wealthspire Advisors, LLC35,593$2.75M0.02%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA30,756$2.37M<0.01%+6313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC30,131$2.32M<0.01%-2,15713F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS19,685$1.52M<0.01%-1313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC19,373$1.49M<0.01%new13F-HRTimelineGroup
WealthShield Partners, LLC19,156$1.48M0.16%+13413F-HRTimeline
Seneca Financial Advisors LLC18,297$1.41M0.41%-2,23013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC16,046$1.24M0.06%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC15,898$1.23M<0.01%+3,87213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC15,168$1.17M<0.01%-2,11513F-HRTimelineGroup
RICHARDS, MERRILL & PETERSON, INC.14,572$1.12M0.41%+2,88013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP13,717$1.06M<0.01%-90813F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC12,533$967K<0.01%new13F-HRTimelineGroup
Key Capital Management, INC12,037$929K0.61%-1,83913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,043$776K<0.01%-10,99113F-HRTimeline
Crescent Sterling, Ltd.9,894$763K0.74%+2,22213F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…9,400$725K0.05%+4,74013F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO8,740$674K<0.01%013F-HRTimelineGroup
LifeWealth Investments, LLC7,329$565K0.17%-2,49413F-HRTimeline
Compagnie Lombard Odier SCmA6,870$530K0.01%new13F-HRTimeline
B.O.S.S. Retirement Advisors, LLC6,520$503K0.15%-2,79913F-HRTimeline
Simplicity Wealth,LLC6,299$486K0.03%-67313F-HRTimeline
UBS Group AGin group UBS Group AG5,685$439K<0.01%+1,06613F-HRTimelineGroup
Cetera Investment Advisers5,158$398K<0.01%-49013F-HRTimeline
Quest 10 Wealth Builders, Inc.5,155$398K0.35%-1,68013F-HRTimeline
Foundations Investment Advisors, LLC4,832$373K<0.01%-21313F-HRTimeline
Allie Family Office LLC4,455$344K0.15%013F-HR/ATimeline
BUCKHEAD CAPITAL MANAGEMENT LLC4,189$323K0.12%+52313F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.3,999$309K<0.01%13F-HRTimelineGroup
Cambridge Investment Research Advisors,…3,590$277K<0.01%+1913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC3,465$267K<0.01%+18713F-HRTimelineGroup
Janney Montgomery Scott LLC3,136$242K<0.01%013F-HRTimeline
Richardson Capital Management LLC3,086$238K0.11%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.3,068$237K<0.01%-71513F-HRTimelineGroup
Accordant Advisory Group Inc3,022$233K0.14%+75513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,019$233K<0.01%-2413F-HRTimelineGroup
Private Advisor Group, LLC2,837$219K<0.01%+913F-HRTimeline
Lloyd Advisory Services, LLC.2,772$214K0.06%+2,41313F-HRTimeline
Kingdom Financial Group LLC.2,772$214K0.06%-1,20613F-HRTimeline
Farther Finance Advisors, LLC2,723$211K<0.01%-20913F-HRTimeline
Centennial Advisors, LLC2,702$208K0.27%-1,54613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP2,621$202K<0.01%new13F-HRTimelineGroup
Key Financial Inc2,335$180K0.03%013F-HRTimeline
Larson Financial Group LLC2,326$179K0.01%+913F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA2,179$168K<0.01%new13F-HRTimelineGroup
BARCLAYS PLCin group BARCLAYS PLC1,880$145K<0.01%new13F-HRTimelineGroup
Crews Bank & Trust1,840$142K0.02%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,622$123K<0.01%+9113F-HRTimelineGroup
Raleigh Capital Management Inc.1,428$110K0.04%+37413F-HRTimeline
Cornerstone Planning Group LLC931$75.1K0.01%+60913F-HRTimeline
CWM, LLCin group CWM, LLC965$74.5K<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC905$69.8K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…800$61.7K<0.01%new13F-HRTimelineGroup
PRIVATE TRUST CO NA635$49K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.590$45.5K<0.01%013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC565$43.6K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…414$31.9K<0.01%-12913F-HRTimeline
SBI Securities Co., Ltd.336$25.9K<0.01%+17613F-HRTimeline
Federation des caisses Desjardins du Qu…300$23.1K<0.01%013F-HRTimeline
Advisory Services Network, LLC225$17.4K<0.01%new13F-HRTimeline
Tidemark, LLC223$17.2K<0.01%013F-HRTimeline
Networth Advisors, LLC223$17.2K0.01%-6813F-HRTimeline
BLAIR WILLIAM & CO/IL200$15.4K<0.01%new13F-HRTimeline
Triumph Capital Management154$11.9K<0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/144$11.1K<0.01%013F-HRTimelineGroup
AdvisorNet Financial, Inc143$11K<0.01%+113F-HRTimeline
Geneos Wealth Management Inc.126$9.74K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.120$9.28K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC100$7.71K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO84$6.34K<0.01%013F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…56$4.32K<0.01%013F-HRTimelineGroup
Sterling Capital Management LLC13$1K<0.01%-413F-HRTimeline
Sound Income Strategies, LLC4$310<0.01%+213F-HRTimeline
NewEdge Advisors, LLC4$309<0.01%-6413F-HR/ATimeline
ASSETMARK, INCin group ASSETMARK, INC1$77<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$8<0.01%-113F-HR/ATimelineGroupAmount filed as zero, left out of ratios.