St STR SPD S&P Glo Div-USWDIVETF

13F holders, Q1 2024 (March 31)
69holders
1famous investor
$59.97avg. 13F price*

At the end of Q1 2024, 69 institutions reported holding St STR SPD S&P Glo Div-US Inc. (WDIV) in their 13F filings. The largest holders were AE Wealth Management LLC ($18.5M), Bank of America Corp. ($6.8M) and LPL Financial LLC ($6.3M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
St STR SPD S&P Glo Div-US Inc.
Filed as
SPDR INDEX SHS FDS (Q1 2024)
CUSIP
78463X459
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 69Q1 2024Q2 2024: 70Q2 2024Q3 2024: 70Q3 2024Q4 2024: 71Q4 2024Q1 2025: 70Q1 2025Q2 2025: 79Q2 2025Q3 2025: 81Q3 2025Q4 2025: 85Q4 2025Q1 2026: 85Q1 2026Q2 2026: 83Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions5$5.6M
Exits10$3.0M

Ownership 69 holders

AE Wealth Management LLC 0.21% Reduce -30.5% 309,040 $18.5M
Bank of America Corp. 0.00% Reduce -3.1% 114,049 $6.8M
LPL Financial LLC 0.00% Add +2.0% 105,701 $6.3M
Ameriprise Financial Inc. 0.00% Reduce -3.6% 101,922 $6.1M
Mango Investments LLC 3.29% No change 74,195 $4.5M
Savoie Capital LLC 0.62% New 74,195 $4.5M
Corient Private Wealth LP 0.01% Reduce -5.6% 71,837 $4.3M
Morgan Stanley 0.00% Add +3.3% 63,084 $3.8M
Assetmark, Inc. 0.01% Add +15.8% 50,549 $3.0M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -15.4% 48,286 $2.9M
Jane Street Group, LLC 0.00% Reduce -87.7% 40,546 $2.4M
Royal Bank of Canada 0.00% Reduce -30.9% 35,757 $2.1M
Wealthspire Advisors, LLC 0.03% No change 35,000 $2.1M
Susquehanna International Group, LLP 0.00% Add +59.6% 34,494 $2.1M
Envestnet Asset Management Inc. 0.00% Add +28.4% 24,217 $1.5M
Seneca Financial Advisors LLC 0.74% Reduce -9.6% 23,282 $1.4M
NewEdge Advisors, LLC 0.01% Reduce -29.4% 19,869 $1.2M
Captrust Financial Advisors 0.00% Reduce -15.6% 19,480 $1.2M
Truist Financial Corp. 0.00% Add +45.1% 19,192 $1.2M
WealthShield Partners, LLC 0.15% Add +3.0% 15,792 $947K
Prudential PLC 0.01% Reduce -15.0% 15,584 $935K
NorthRock Partners, LLC 0.03% Reduce -26.7% 13,443 $806K
Citigroup Inc. 0.00% Reduce -2.3% 11,514 $691K
Raymond James Financial Services Advisors, Inc. 0.00% Add +20.0% 10,962 $658K
Avantax Advisory Services, Inc. 0.01% Reduce -10.1% 9,908 $594K
Vantage Financial Partners, LLC 0.14% Reduce -4.2% 8,972 $538K
Citadel Advisors 0.00% New 8,865 $532K
Crescent Sterling, Ltd. 0.48% Reduce -0.6% 8,821 $529K
Old Mission Capital LLC 0.01% Add +9.3% 8,717 $523K
Private Advisor Group, LLC 0.00% Reduce -5.1% 7,592 $455K
Authentikos Wealth Advisory, LLC 0.45% Reduce -1.9% 7,401 $444K
MMBG Investment Advisors Co. 0.05% No change 7,375 $442K
Bank of Montreal 0.00% New 6,500 $390K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -3.0% 6,216 $373K
Farther Finance Advisors, LLC 0.02% Add +60.2% 6,146 $366K
MML Investors Services, LLC 0.00% Reduce -5.7% 5,854 $351K
Foundations Investment Advisors, LLC 0.01% Reduce -2.3% 5,838 $350K
Mariner, LLC 0.00% Reduce -6.7% 5,630 $338K
KWB Wealth 0.04% Reduce -25.9% 5,480 $329K
UBS Group AG 0.00% Reduce -64.4% 5,170 $310K
Allie Family Office LLC 0.16% No change 4,455 $267K
Slagle Financial, LLC 0.13% Reduce -55.9% 4,070 $244K
Csenge Advisory Group 0.01% Reduce -2.3% 3,957 $237K
Kingdom Financial Group LLC. 0.14% New 3,358 $201K
Richardson Capital Management LLC 0.15% No change 3,086 $185K
Osaic Holdings, Inc. 0.00% Reduce -48.3% 2,599 $156K
Benjamin F. Edwards & Company, Inc. 0.00% Reduce -24.6% 2,350 $141K
Pineridge Advisors LLC 0.02% Reduce -33.4% 1,078 $65K
BlackRock Inc. 0.00% Reduce -8.9% 1,064 $64K
Cwm, LLC 0.00% No change 965 $58K
Harbour Investments, Inc. 0.00% No change 910 $55K
Tidemark, LLC 0.02% No change 723 $43K
Harbor Investment Advisory, LLC 0.00% No change 615 $37K
Retirement Group, LLC 0.01% Reduce -16.2% 477 $29K
Baldwin Wealth Partners LLC 0.00% Reduce -41.7% 432 $26K
Householder Group Estate & Retirement Specialist, LLC 0.01% Add +0.6% 338 $20K
PNC Financial Services Group, Inc. 0.00% Reduce -32.4% 325 $19K
FMR LLC 0.00% Add +2533.3% 316 $19K
Federation des caisses Desjardins du Quebec 0.00% No change 300 $18K
Capital Investment Advisory Services, LLC 0.00% No change 250 $15K
Private Trust Co. NA 0.00% No change 235 $14K
JPMorgan Chase & Co. 0.00% No change 227 $14K
Global Retirement Partners, LLC 0.00% Add +0.5% 210 $13K
Larson Financial Group LLC 0.00% Add +0.5% 201 $12K
TD Waterhouse Canada Inc. 0.00% No change 150 $10K
FAS Wealth Partners, Inc. 0.00% Add +600.0% 119 $7K
National Bank of Canada 0.00% Add +15.9% 102 $6K
McClarren Financial Advisors, Inc. 0.00% No change 20 $2K
Key Financial Inc 0.00% New 5 $300

"% of holder's portfolio" is WDIV's weight in each manager's 13F, not the share of St STR SPD S&P Glo Div-US Inc. the manager owns.