State Street SPDR S&P EmergiEDIVETF

13F holders, Q3 2024 (September 30)
127holders +3
18new positions
16sold out
$37.50avg. 13F price*

At the end of Q3 2024, 127 institutions reported holding State Street SPDR S&P Emergi (EDIV) in their 13F filings, up 3 from Q2 2024. 18 opened new positions and 16 sold out. The largest holders were Morgan Stanley ($19.8M), LPL Financial LLC ($17.2M) and AE Wealth Management LLC ($15.4M).

Company
State Street SPDR S&P Emergi
Filed as
SPDR INDEX SHS FDS (Q3 2024)
CUSIP
78463X533
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200250 Q1 2024: 106Q1 2024Q2 2024: 124Q2 2024Q3 2024: 127Q3 2024Q4 2024: 146Q4 2024Q1 2025: 150Q1 2025Q2 2025: 156Q2 2025Q3 2025: 168Q3 2025Q4 2025: 195Q4 2025Q1 2026: 207Q1 2026Q2 2026: 218Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions18$19.9M
Exits16$16.5M

All 13F filers, Q2 2024 → Q3 2024: 1,208,552 shares bought and 652,160 shares sold, net +556,392 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 127 holders

Morgan Stanley 0.00% Add +3.2% 525,796 $19.8M
LPL Financial LLC 0.01% Add +23.7% 456,260 $17.2M
AE Wealth Management LLC 0.14% Add +0.9% 408,221 $15.4M
Wells Fargo & Company 0.00% Add +13.4% 356,053 $13.4M
Royal Bank of Canada 0.00% Reduce -2.7% 330,105 $12.4M
M&T Bank Corp 0.04% Reduce -2.1% 314,153 $11.8M
UBS Group AG 0.00% Add +0.7% 274,159 $10.3M
Concurrent Investment Advisors, LLC 0.29% Add +0.1% 259,456 $9.8M
Raymond James Financial Services Advisors, Inc. 0.01% Add +0.2% 257,266 $9.7M
Bank of America Corp. 0.00% Add +11.4% 230,085 $8.7M
Drake & Associates, LLC 2.39% Add +6.7% 196,845 $7.4M
Systelligence, LLC 1.73% Add +7.8% 185,198 $7.0M
swisspartners Advisors Ltd 6.28% New 214,200 $6.8M
Northwestern Mutual Wealth Management Co. 0.01% Add +120.8% 180,745 $6.8M
Centaurus Financial, Inc. 0.41% Reduce -0.0% 170,168 $6.4M
Tower Wealth Partners, Inc. 3.29% Add +0.4% 150,121 $5.7M
Old Mission Capital LLC 0.11% Add +50.9% 135,188 $5.1M
First Heartland Consultants, Inc. 0.55% New 134,863 $5.1M
Envestnet Asset Management Inc. 0.00% Add +10.0% 126,802 $4.8M
Cetera Investment Advisers 0.01% Add +16.0% 116,371 $4.4M
Old Port Advisors 1.20% Reduce -2.3% 114,585 $4.3M
Mariner, LLC 0.01% Add +55.5% 107,393 $4.0M
Commonwealth Equity Services, LLC 0.01% Add +6.4% 106,029 $4.0M
Creative Financial Designs Inc. 0.34% Reduce -1.1% 105,795 $4.0M
Titleist Asset Management, LLC 0.47% Add +2.7% 86,716 $3.3M
Bond & Devick Financial Network, Inc. 1.31% New 81,375 $3.1M
Nations Financial Group Inc, /Ia/ 0.20% Add +18.4% 73,923 $2.8M
Premier Path Wealth Partners, LLC 0.42% Add +4.0% 70,963 $2.7M
Kestra Private Wealth Services, LLC 0.05% Add +84.5% 68,222 $2.6M
Redhawk Wealth Advisors, Inc. 0.35% Add +0.6% 65,568 $2.5M
WealthShield Partners, LLC 0.32% Add +10.5% 62,678 $2.4M
IFP Advisors, Inc 0.09% Add +36.8% 62,641 $2.4M
Osaic Holdings, Inc. 0.00% Add +58.2% 56,967 $2.1M
Norris Financial Group, LLC 1.02% Add +3.5% 54,847 $2.1M
Truist Financial Corp. 0.00% Reduce -3.1% 53,793 $2.0M
Jane Street Group, LLC 0.00% Add +201.2% 53,767 $2.0M
MML Investors Services, LLC 0.01% Add +14.8% 52,730 $2.0M
Cambridge Investment Research Advisors, Inc. 0.01% Add +4.6% 52,059 $2.0M
Rodgers & Associates, LTD 0.23% Add +2.6% 50,930 $1.9M
USAdvisors Wealth Management, LLC 0.67% Reduce -4.3% 50,155 $1.9M
Ameriprise Financial Inc. 0.00% Add +148.4% 49,127 $1.9M
Atria Investments, Inc 0.02% Reduce -1.8% 48,112 $1.8M
Silver Oak Securities, Incorporated 0.19% Reduce -3.4% 46,716 $1.8M
Trademark Financial Management, LLC 1.26% New 42,120 $1.6M
Deutsche Bank AG 0.00% Add +130.9% 38,045 $1.4M
Equitable Holdings, Inc. 0.01% Add +4.0% 37,142 $1.4M
Gladstone Institutional Advisory LLC 0.07% Add +10.8% 35,847 $1.4M
Stratos Wealth Advisors, LLC 0.06% Add +1.6% 35,451 $1.3M
RDA Financial Network 0.41% Add +4.3% 34,922 $1.3M
Altura Wealth Advisors Inc. 0.85% Add +19.6% 34,436 $1.3M
BNP Paribas 0.05% Add +10.1% 32,856 $1.2M
Asset Dedication, LLC 0.08% Reduce -20.6% 30,925 $1.2M
Luken Investment Analytics, LLC 0.53% Reduce -80.6% 30,524 $1.1M
HighTower Advisors, LLC 0.00% Reduce -7.3% 30,448 $1.1M
Able Wealth Management LLC 0.72% Add +21.6% 25,198 $949K
Cambridge Financial Group, LLC 0.37% No change 23,395 $881K
Invesco Ltd. 0.00% Reduce -16.8% 21,133 $796K
Raymond James & Associates 0.00% Reduce -2.5% 20,659 $778K
RiverTree Advisors, LLC 0.48% New 18,956 $714K
Insight Advisors, LLC/ PA 0.11% Reduce -30.4% 17,390 $655K
Maryland Capital Advisors Inc. 0.29% Reduce -2.9% 15,682 $591K
Financial Advocates Investment Management 0.03% Reduce -5.3% 14,668 $553K
Smartleaf Asset Management LLC 0.06% Add +15.7% 14,046 $534K
WCG Wealth Advisors LLC 0.03% Reduce -1.5% 13,479 $508K
Nomura Asset Management Co. Ltd. 0.00% No change 12,246 $461K
&partners 0.01% New 11,037 $416K
Private Advisor Group, LLC 0.00% Reduce -10.9% 10,288 $388K
Retirement Income Solutions, Inc. 0.09% Add +38.1% 10,164 $383K
Authentikos Wealth Advisory, LLC 0.36% Reduce -40.6% 10,007 $377K
Comerica Bank 0.00% Reduce -0.9% 9,968 $375K
Avior Wealth Management, LLC 0.01% Add +46.8% 9,728 $366K
Global Strategic Investment Solutions, LLC 0.04% No change 9,602 $362K
AlTi Global, Inc. 0.01% New 9,420 $355K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -6.7% 9,362 $353K
Crescent Grove Advisors, LLC 0.04% No change 9,127 $344K
Foundations Investment Advisors, LLC 0.01% Add +9.1% 8,981 $338K
Thoroughbred Financial Services, LLC 0.02% Add +20.4% 8,795 $331K
Cherry Tree Wealth Management, LLC 0.08% Reduce -5.6% 8,561 $322K
B.O.S.S. Retirement Advisors, LLC 0.06% New 8,475 $319K
Atria Wealth Solutions, Inc. 0.00% Reduce -15.5% 8,153 $307K
Composition Wealth, LLC 0.01% No change 8,022 $302K
Financial Advisory Partners, LLC 0.09% Add +6.0% 7,212 $272K
Simplicity Wealth,LLC 0.02% New 6,953 $262K
Fiduciary Trust Co 0.00% New 6,527 $246K
Creative Planning 0.00% New 6,416 $242K
Cowa, LLC 0.11% Add +0.6% 6,001 $226K
Coastwise Capital Group, LLC 0.18% Add +0.9% 5,741 $216K
Susquehanna International Group, LLP 0.00% New 5,488 $207K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% New 5,403 $204K
Samalin Investment Counsel, LLC 0.09% New 5,380 $203K
JPMorgan Chase & Co. 0.00% New 4,125 $155K
Continuum Advisory, LLC 0.02% No change 4,279 $150K
Jones Financial Companies LLLP 0.00% Add +325.8% 3,815 $145K
SouthState Bank Corp 0.01% No change 2,983 $112K
Farther Finance Advisors, LLC 0.00% No change 2,363 $89K
Geneos Wealth Management Inc. 0.00% Reduce -20.4% 1,947 $73K
FMR LLC 0.00% Add +122.0% 1,880 $71K
Blair William & Co. 0.00% Add +12.3% 1,686 $64K
Pineridge Advisors LLC 0.02% Reduce -5.3% 1,539 $58K
US Bancorp \de 0.00% Add +124.7% 1,499 $56K

"% of holder's portfolio" is EDIV's weight in each manager's 13F, not the share of State Street SPDR S&P Emergi the manager owns.

Show all 127 holders