DaveManuel.com · Institutional Ownership · Who Owns It
SPDR S&P Glbdiv ETF (WDIV)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
84
Reporting holders
$108.6M
Reported value
0.0%
Calls
0.0%
Puts
-3
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| AE Wealth Management LLC | $19.7M | 246,742 | 0.09% | 31q | -3.2%-$645.9K |
| LPL Financial LLC | $10.5M | 130,841 | 0.00% | 31q | HELD |
| Kingsview Wealth Management, LLC | $9.5M | 118,640 | 0.11% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $9.3M | 116,218 | 0.00% | 31q | +31.4%+$2.2M |
| MORGAN STANLEY | $8.9M | 111,605 | 0.00% | 35q | -5.9%-$561.6K |
| STATE STREET CORP | $7.0M | 87,600 | 0.00% | 5q | HELD |
| Corient Private Wealth LP | $4.0M | 50,575 | 0.01% | 12q | -0.7%-$29.9K |
| RAYMOND JAMES FINANCIAL INC | $3.9M | 49,333 | 0.00% | 7q | +18.4%+$612.7K |
| AMERIPRISE FINANCIAL INC | $3.0M | 38,095 | 0.00% | 31q | -1.5%-$47.9K |
| Wealthspire Advisors, LLC | $2.8M | 35,593 | 0.02% | 17q | HELD |
| ROYAL BANK OF CANADA | $2.4M | 29,426 | 0.00% | 31q | -4.3%-$106.3K |
| Mariner, LLC | $2.3M | 29,017 | 0.00% | 15q | -3.7%-$89.0K |
| CITIGROUP INC | $2.0M | 25,059 | 0.00% | 31q | +57.6%+$732.0K |
| CAPTRUST FINANCIAL ADVISORS | $1.6M | 19,716 | 0.00% | 15q | HELD |
| Seneca Financial Advisors LLC | $1.5M | 18,419 | 0.38% | 23q | +0.7%+$9.7K |
| KINGSWOOD WEALTH ADVISORS, LLC | $1.3M | 16,080 | 0.05% | 2q | HELD |
| RICHARDS, MERRILL & PETERSON, INC. | $1.3M | 15,725 | 0.40% | 7q | +7.9%+$92.1K |
| ENVESTNET ASSET MANAGEMENT INC | $1.2M | 15,192 | 0.00% | 31q | HELD |
| TRUIST FINANCIAL CORP | $1.1M | 13,751 | 0.00% | 27q | HELD |
| Key Capital Management, INC | $1.1M | 13,448 | 0.55% | 3q | +11.7%+$112.8K |
| AQR CAPITAL MANAGEMENT LLC | $988.1K | 12,365 | 0.00% | 2q | -1.3%-$13.4K |
| Crescent Sterling, Ltd. | $829.8K | 10,385 | 0.74% | 15q | +5.0%+$39.2K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $792.8K | 9,748 | 0.00% | 12q | -2.9%-$24.0K |
| BROWN BROTHERS HARRIMAN & CO | $698.4K | 8,740 | 0.00% | 4q | HELD |
| Cambridge Investment Research Advisors, Inc. | $574.0K | 7,180 | 0.00% | 23q | +100.0%+$287.0K |
| LifeWealth Investments, LLC | $563.5K | 7,052 | 0.15% | 7q | -3.8%-$22.1K |
| Simplicity Wealth,LLC | $532.3K | 6,661 | 0.02% | 6q | +5.7%+$28.9K |
| Compagnie Lombard Odier SCmA | $502.2K | 6,285 | 0.01% | 2q | -8.5%-$46.7K |
| GOLDMAN SACHS GROUP INC | $470.3K | 5,885 | 0.00% | new | NEW |
| B.O.S.S. Retirement Advisors, LLC | $452.9K | 5,667 | 0.12% | 8q | -13.1%-$68.2K |
| OSAIC HOLDINGS, INC. | $435.7K | 5,453 | 0.00% | 26q | +77.7%+$190.6K |
| Quest 10 Wealth Builders, Inc. | $404.9K | 5,067 | 0.31% | 7q | -1.7%-$7.0K |
| Cetera Investment Advisers | $383.8K | 4,803 | 0.00% | 4q | -6.9%-$28.4K |
| Foundations Investment Advisors, LLC | $380.0K | 4,756 | 0.00% | 15q | -1.6%-$6.1K |
| Allie Family Office LLC | $356.0K | 4,455 | 0.13% | 19q | HELD |
| Farther Finance Advisors, LLC | $341.4K | 4,273 | 0.00% | 15q | +56.9%+$123.9K |
| BUCKHEAD CAPITAL MANAGEMENT LLC | $334.8K | 4,190 | 0.11% | 8q | HELD |
| CIBC Bancorp USA Inc. | $319.6K | 3,999 | 0.00% | 2q | HELD |
| UBS Group AG | $294.5K | 3,686 | 0.00% | 31q | -35.2%-$159.7K |
| Kestra Advisory Services, LLC | $264.8K | 3,313 | 0.00% | 3q | -4.4%-$12.1K |
| WELLS FARGO & COMPANY/MN | $258.3K | 3,232 | 0.00% | 14q | HELD |
| Janney Montgomery Scott LLC | $251.0K | 3,136 | 0.00% | 4q | HELD |
| Richardson Capital Management LLC | $246.6K | 3,086 | 0.11% | 11q | HELD |
| Rockefeller Capital Management L.P. | $240.4K | 3,008 | 0.00% | 4q | HELD |
| Accordant Advisory Group Inc | $238.7K | 2,987 | 0.16% | 4q | -1.2%-$2.8K |
| Private Advisor Group, LLC | $229.1K | 2,867 | 0.00% | 4q | +1.1%+$2.4K |
| Kingdom Financial Group LLC. | $224.6K | 2,811 | 0.06% | 3q | +1.4%+$3.1K |
| FLP Wealth Management, LLC | $219.8K | 2,751 | 0.39% | new | NEW |
| STIFEL FINANCIAL CORP | $211.1K | 2,642 | 0.00% | 2q | +0.8%+$1.7K |
| Centennial Advisors, LLC | $201.0K | 2,515 | 0.24% | 3q | -6.9%-$14.9K |
| Larson Financial Group LLC | $188.3K | 2,356 | 0.00% | 19q | +1.3%+$2.4K |
| Key Financial Inc | $186.6K | 2,335 | 0.03% | 10q | HELD |
| Lloyd Advisory Services, LLC. | $151.2K | 1,892 | 0.06% | 3q | -31.7%-$70.3K |
| BARCLAYS PLC | $150.2K | 1,880 | 0.00% | 2q | HELD |
| FMR LLC | $146.4K | 1,832 | 0.00% | 13q | +102.4%+$74.1K |
| COMPASS FINANCIAL MANAGEMENT LLC | $135.9K | 1,642 | 0.02% | new | FIRST |
| Raleigh Capital Management Inc. | $129.9K | 1,625 | 0.04% | 3q | +13.8%+$15.7K |
| BFC Planning, Inc. | $124.7K | 1,561 | 0.01% | 7q | HELD |
| JONES FINANCIAL COMPANIES LLLP | $120.9K | 1,505 | 0.00% | 8q | -7.2%-$9.4K |
| Ameritas Advisory Services, LLC | $115.4K | 1,444 | 0.00% | new | NEW |
| Cornerstone Planning Group LLC | $78.5K | 948 | 0.01% | 3q | +1.8%+$1.4K |
| FIFTH THIRD BANCORP | $63.0K | 789 | 0.00% | 2q | -1.4% |
| PRIVATE TRUST CO NA | $50.7K | 635 | 0.00% | 11q | HELD |
| BlackRock, Inc. | $47.1K | 590 | 0.00% | 8q | HELD |
| HARBOR INVESTMENT ADVISORY, LLC | $45.1K | 565 | 0.00% | 14q | HELD |
| Steward Partners Investment Advisory, LLC | $33.1K | 414 | 0.00% | 6q | HELD |
| SBI Securities Co., Ltd. | $30.7K | 384 | 0.00% | 7q | +14.3%+$3.8K |
| Federation des caisses Desjardins du Quebec | $24.0K | 300 | 0.00% | 23q | HELD |
| Montgomery Financial Services LLC | $19.5K | 244 | 0.02% | new | FIRST |
| Networth Advisors, LLC | $18.3K | 229 | 0.01% | 3q | +2.7% |
| Tidemark, LLC | $17.8K | 223 | 0.00% | 11q | HELD |
| BLAIR WILLIAM & CO/IL | $16.0K | 200 | 0.00% | 2q | HELD |
| TOUNJIAN ADVISORY PARTNERS, LLC | $12.7K | 159 | 0.01% | new | NEW |
| Triumph Capital Management | $12.3K | 154 | 0.00% | 3q | HELD |
| AdvisorNet Financial, Inc | $11.6K | 145 | 0.00% | 6q | +1.4% |
| NATIONAL BANK OF CANADA /FI/ | $11.5K | 144 | 0.00% | 12q | HELD |
| Geneos Wealth Management Inc. | $10.3K | 129 | 0.00% | 4q | +2.4% |
| FAS Wealth Partners, Inc. | $9.6K | 121 | 0.00% | 23q | +0.8% |
| JPMORGAN CHASE & CO | $6.7K | 84 | 0.00% | 31q | HELD |
| PNC Financial Services Group, Inc. | $4.5K | 56 | 0.00% | 31q | HELD |
| Aptus Capital Advisors, LLC | $1.8K | 22 | 0.00% | new | NEW |
| CoreCap Advisors, LLC | $1.8K | 22 | 0.00% | new | NEW |
| Sterling Capital Management LLC | $1.0K | 13 | 0.00% | 12q | HELD |
| ASSETMARK, INC | $80 | 1 | 0.00% | 31q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 19 | $9.9M | 121,615 | 1 | 7 | 6 | 0.0% |
| Q2 2026 | 84 | $108.6M | 1,358,716 | 7 | 23 | 21 | 0.0% |
| Q1 2026 | 87 | $104.8M | 1,359,270 | 12 | 22 | 26 | 0.0% |
| Q4 2025 | 86 | $103.8M | 1,375,660 | 11 | 28 | 16 | 0.0% |
| Q3 2025 | 82 | $89.4M | 1,229,598 | 11 | 19 | 24 | 0.0% |
| Q2 2025 | 80 | $100.7M | 1,425,704 | 9 | 24 | 26 | 0.0% |
| Q1 2025 | 72 | $82.8M | 1,274,889 | 4 | 18 | 24 | 0.0% |
| Q4 2024 | 73 | $82.3M | 1,326,141 | 2 | 18 | 27 | 0.0% |
| Q3 2024 | 71 | $86.1M | 1,291,323 | 5 | 13 | 30 | 0.0% |
| Q2 2024 | 70 | $82.0M | 1,387,575 | 6 | 22 | 25 | 0.0% |
| Q1 2024 | 70 | $96.6M | 1,610,262 | 5 | 16 | 34 | 0.0% |
| Q4 2023 | 76 | $118.3M | 1,968,003 | 11 | 19 | 27 | 0.0% |
| Q3 2023 | 68 | $93.1M | 1,705,108 | 7 | 21 | 24 | 0.0% |
| Q2 2023 | 68 | $96.6M | 1,682,165 | 9 | 24 | 18 | 0.0% |
| Q1 2023 | 73 | $99.4M | 1,686,386 | 12 | 26 | 15 | 0.0% |
| Q4 2022 | 67 | $94.1M | 1,603,022 | 15 | 20 | 17 | 0.0% |
| Q3 2022 | 56 | $4.3B | 80,173,335 | 8 | 15 | 20 | 0.0% |
| Q2 2022 | 60 | $5.3B | 85,855,477 | 8 | 19 | 15 | 0.0% |
| Q1 2022 | 60 | $6.5B | 96,295,500 | 2 | 15 | 21 | 0.0% |
| Q4 2021 | 62 | $6.5B | 98,449,416 | 7 | 19 | 15 | 0.0% |
| Q3 2021 | 62 | $7.5B | 113,580,612 | 7 | 23 | 12 | 0.0% |
| Q2 2021 | 61 | $8.7B | 128,041,809 | 11 | 24 | 16 | 0.0% |
| Q1 2021 | 57 | $8.5B | 128,875,782 | 8 | 21 | 17 | 0.0% |
| Q4 2020 | 53 | $10.0B | 166,416,565 | 9 | 10 | 22 | 0.0% |
| Q3 2020 | 48 | $50.5B | 950,812,236 | 5 | 12 | 21 | 0.0% |
| Q2 2020 | 52 | $3.1B | 58,078,413 | 4 | 13 | 23 | 0.0% |
| Q1 2020 | 53 | $2.4B | 49,728,618 | 9 | 14 | 18 | 0.0% |
| Q4 2019 | 61 | $382.5M | 5,353,923 | 8 | 17 | 16 | 0.0% |
| Q3 2019 | 57 | $194.1M | 2,874,091 | 9 | 17 | 16 | 0.0% |
| Q2 2019 | 52 | $272.3M | 4,034,408 | 8 | 17 | 13 | 0.0% |
| Q1 2019 | 46 | $131.1M | 1,977,341 | 2 | 16 | 17 | 0.0% |
| Q4 2018 | 49 | $127.9M | 2,063,589 | 1 | 1 | 0 | 0.0% |