State Street SPDR S&P EmergiEDIVETF

13F holders, Q1 2025 (March 31)
150holders +4
19new positions
15sold out
$35.62avg. 13F price*

At the end of Q1 2025, 150 institutions reported holding State Street SPDR S&P Emergi (EDIV) in their 13F filings, up 4 from Q4 2024. 19 opened new positions and 15 sold out. The largest holders were Cetera Investment Advisers ($45.3M), Trust Co ($40.0M) and LPL Financial LLC ($30.5M).

Company
State Street SPDR S&P Emergi
Filed as
SPDR INDEX SHS FDS (Q1 2025)
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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions19$52.7M
Exits15$2.1M

All 13F filers, Q4 2024 → Q1 2025: 2,574,985 shares bought and 367,347 shares sold, net +2,207,638 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 150 holders

Cetera Investment Advisers 0.09% Add +2.6% 1,267,904 $45.3M
Trust Co 4.75% New 1,120,281 $40.0M
LPL Financial LLC 0.01% Add +12.0% 853,638 $30.5M
Morgan Stanley 0.00% Add +15.4% 784,532 $28.0M
Wells Fargo & Company 0.01% Add +35.7% 669,331 $23.9M
AE Wealth Management LLC 0.11% Reduce -9.4% 375,180 $13.4M
M&T Bank Corp 0.04% Reduce -0.7% 311,255 $11.1M
Northwestern Mutual Wealth Management Co. 0.01% Add +15.8% 308,505 $11.0M
Royal Bank of Canada 0.00% Add +3.3% 305,072 $10.9M
Bank of America Corp. 0.00% Add +31.8% 297,826 $10.6M
Raymond James Financial Inc. 0.00% Add +2.6% 280,148 $10.0M
UBS Group AG 0.00% Add +1.6% 268,017 $9.6M
Concurrent Investment Advisors, LLC 0.22% Reduce -1.6% 249,491 $8.9M
Drake & Associates, LLC 2.30% Add +2.7% 229,207 $8.2M
Bond & Devick Financial Network, Inc. 2.77% Add +162.8% 213,866 $7.6M
Systelligence, LLC 1.78% Reduce -1.6% 207,503 $7.4M
swisspartners Advisors Ltd 7.48% Add +3.7% 224,890 $7.1M
Centaurus Financial, Inc. 0.40% Add +4.7% 186,181 $6.6M
Tower Wealth Partners, Inc. 2.98% Add +0.4% 156,018 $5.6M
Three Cord True Wealth Management, LLC 4.73% Add +8.0% 154,418 $5.5M
First Heartland Consultants, Inc. 0.56% Reduce -3.9% 153,273 $5.5M
Envestnet Asset Management Inc. 0.00% Add +11.8% 132,937 $4.7M
Kestra Private Wealth Services, LLC 0.08% Add +24.9% 131,374 $4.7M
Anderson Financial Strategies, LLC 2.57% Reduce -3.4% 117,655 $4.2M
Creative Financial Designs Inc. 0.31% Add +1.2% 110,117 $3.9M
Old Port Advisors 1.14% Reduce -4.6% 107,222 $3.8M
Mariner, LLC 0.01% Reduce -3.6% 102,434 $3.7M
Redhawk Wealth Advisors, Inc. 0.47% Add +35.4% 98,566 $3.5M
Jane Street Group, LLC 0.01% Add +1501.9% 95,043 $3.4M
Titleist Asset Management, LLC 0.39% Add +1.5% 93,792 $3.3M
Commonwealth Equity Services, LLC 0.00% Reduce -31.9% 92,218 $3.3M
Cambridge Investment Research Advisors, Inc. 0.01% Add +20.9% 85,817 $3.1M
Osaic Holdings, Inc. 0.01% Add +56.0% 83,647 $3.0M
Perissos Private Wealth Management, LLC 2.53% New 77,891 $2.8M
Premier Path Wealth Partners, LLC 0.42% Add +5.0% 76,486 $2.7M
Plan Group Financial, LLC 0.94% New 73,889 $2.6M
Columbia River Financial Group, LLC 1.73% Add +5.9% 72,637 $2.6M
IFP Advisors, Inc 0.07% Add +4.8% 67,874 $2.4M
Old Mission Capital LLC 0.05% Add +284.3% 66,622 $2.4M
Steward Partners Investment Advisory, LLC 0.02% New 65,927 $2.4M
Trademark Financial Management, LLC 1.78% Reduce -18.7% 65,240 $2.3M
MML Investors Services, LLC 0.01% Add +142.5% 61,181 $2.2M
Summit Global Investments 0.15% Reduce -58.6% 57,804 $2.1M
WealthShield Partners, LLC 0.26% Add +5.2% 56,123 $2.0M
Rodgers & Associates, LTD 0.23% Add +3.0% 53,976 $1.9M
Truist Financial Corp. 0.00% Add +0.3% 52,874 $1.9M
Atria Investments, Inc 0.02% Reduce -4.2% 50,833 $1.8M
Able Wealth Management LLC 1.03% Add +44.0% 48,876 $1.7M
Ameriprise Financial Inc. 0.00% Reduce -12.0% 47,223 $1.7M
USAdvisors Wealth Management, LLC 0.58% Reduce -4.2% 46,877 $1.7M
Focus Partners Wealth 0.00% Reduce -3.9% 45,827 $1.6M
Comprehensive Wealth Management, LLC 1.10% New 44,247 $1.6M
Altura Wealth Advisors Inc. 1.04% Add +36.4% 43,921 $1.6M
B.O.S.S. Retirement Advisors, LLC 0.45% Reduce -10.2% 43,921 $1.6M
Gladstone Institutional Advisory LLC 0.06% Add +4.7% 38,562 $1.4M
Equitable Holdings, Inc. 0.01% Reduce -4.0% 38,312 $1.4M
RDA Financial Network 0.39% Reduce -0.3% 36,876 $1.3M
BNP Paribas 0.05% Reduce -2.1% 32,058 $1.1M
Williams Financial, LLC 0.72% New 28,743 $1.0M
Advisory Services Network, LLC 0.02% Add +17.6% 25,786 $921K
Silver Oak Securities, Incorporated 0.08% Add +2.4% 23,515 $843K
Asset Dedication, LLC 0.07% Reduce -21.0% 22,487 $803K
Jones Financial Companies LLLP 0.00% Add +75.3% 21,834 $783K
Invesco Ltd. 0.00% Reduce -3.5% 20,249 $723K
Smartleaf Asset Management LLC 0.07% Add +17.1% 18,784 $673K
CreativeOne Wealth, LLC 0.02% Reduce -0.8% 18,315 $654K
Simplicity Wealth,LLC 0.05% New 17,158 $613K
Deutsche Bank AG 0.00% Reduce -28.0% 17,017 $608K
&partners 0.01% Add +22.0% 16,743 $600K
RiverTree Advisors, LLC 0.40% Reduce -52.5% 16,694 $596K
Manchester Financial Inc. 0.13% New 16,488 $589K
AlTi Global, Inc. 0.01% Add +100.0% 15,440 $549K
Maryland Capital Advisors Inc. 0.24% Reduce -0.6% 15,351 $548K
Financial Advocates Investment Management 0.03% Reduce -2.7% 13,883 $496K
US Bancorp \de 0.00% Add +502.4% 13,584 $485K
Cambridge Financial Group, LLC 0.19% Reduce -30.3% 12,563 $449K
Nomura Asset Management Co. Ltd. 0.00% No change 12,246 $437K
Stratos Wealth Partners, LTD. 0.01% Add +11.9% 11,511 $411K
WCG Wealth Advisors LLC 0.03% Reduce -12.4% 11,327 $404K
Mma Asset Management LLC 0.17% Add +22.5% 11,083 $396K
Retirement Income Solutions, Inc. 0.08% Reduce -10.6% 10,979 $392K
LifeWealth Investments, LLC 0.17% Add +40.5% 10,164 $363K
Avior Wealth Management, LLC 0.01% Add +0.8% 9,852 $352K
Impact Capital Partners LLC 0.13% New 9,820 $351K
Global Strategic Investment Solutions, LLC 0.04% No change 9,602 $343K
Quest 10 Wealth Builders, Inc. 0.37% Reduce -5.9% 9,577 $342K
Crescent Grove Advisors, LLC 0.03% No change 9,127 $326K
Atria Wealth Solutions, Inc. 0.00% Add +18.8% 8,935 $319K
Financial Advisory Partners, LLC 0.11% Add +15.3% 8,839 $316K
Capital Investment Advisory Services, LLC 0.03% Add +493.7% 8,775 $313K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -6.6% 8,714 $311K
Private Advisor Group, LLC 0.00% Reduce -3.4% 8,514 $304K
Cherry Tree Wealth Management, LLC 0.07% Reduce -2.6% 8,341 $298K
Ashton Thomas Private Wealth, LLC 0.01% No change 8,330 $297K
Composition Wealth, LLC 0.01% No change 8,022 $286K
Foundations Investment Advisors, LLC 0.01% Reduce -11.3% 7,592 $271K
Creative Planning 0.00% Add +18.1% 7,587 $271K
Roman Butler Fullerton & Co. 0.09% New 6,675 $234K
Fiduciary Trust Co 0.00% No change 6,527 $233K
Intellectus Partners, LLC 0.05% Add +0.2% 6,163 $220K

"% 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 150 holders