St STR SPD S&P Glo Div-USWDIVETF

13F holders, Q3 2024 (September 30)
70holders
5new positions
6sold out
$66.68avg. 13F price*

At the end of Q3 2024, 70 institutions reported holding St STR SPD S&P Glo Div-US Inc. (WDIV) in their 13F filings, unchanged from Q2 2024. 5 opened new positions and 6 sold out. The largest holders were AE Wealth Management LLC ($22.2M), Bank of America Corp. ($7.8M) and LPL Financial LLC ($6.8M).

Company
St STR SPD S&P Glo Div-US Inc.
Filed as
SPDR INDEX SHS FDS (Q3 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions5$1.2M
Exits6$2.7M

All 13F filers, Q2 2024 → Q3 2024: 46,558 shares bought and 140,546 shares sold, net −93,988 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 70 holders

AE Wealth Management LLC 0.20% Add +1.8% 333,282 $22.2M
Bank of America Corp. 0.00% Add +4.1% 117,298 $7.8M
LPL Financial LLC 0.00% Reduce -5.2% 101,362 $6.8M
Ameriprise Financial Inc. 0.00% Add +0.1% 93,319 $6.2M
Savoie Capital LLC 0.60% No change 74,195 $4.9M
Corient Private Wealth LP 0.01% Reduce -9.8% 62,491 $4.2M
Morgan Stanley 0.00% Reduce -1.3% 61,696 $4.1M
Susquehanna International Group, LLP 0.00% Reduce -27.0% 40,189 $2.7M
Royal Bank of Canada 0.00% Reduce -5.1% 36,176 $2.4M
Wealthspire Advisors, LLC 0.02% No change 35,000 $2.3M
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -35.9% 31,349 $2.1M
Prudential PLC 0.01% Add +73.8% 24,524 $1.6M
Envestnet Asset Management Inc. 0.00% Reduce -7.5% 22,550 $1.5M
Seneca Financial Advisors LLC 0.72% Reduce -6.5% 22,067 $1.5M
Assetmark, Inc. 0.00% Reduce -56.3% 21,567 $1.4M
Captrust Financial Advisors 0.00% Reduce -1.8% 19,231 $1.3M
WealthShield Partners, LLC 0.15% Add +3.9% 16,850 $1.1M
Truist Financial Corp. 0.00% Reduce -12.1% 15,646 $1.0M
Raymond James Financial Services Advisors, Inc. 0.00% Add +34.3% 15,154 $1.0M
Citigroup Inc. 0.00% Reduce -0.5% 12,116 $808K
Jane Street Group, LLC 0.00% Reduce -37.0% 9,276 $619K
Avantax Advisory Services, Inc. 0.00% Reduce -6.8% 9,230 $615K
Crescent Sterling, Ltd. 0.52% Reduce -4.4% 8,147 $543K
Authentikos Wealth Advisory, LLC 0.52% New 8,074 $538K
Vantage Financial Partners, LLC 0.12% Reduce -1.3% 7,219 $481K
B.O.S.S. Retirement Advisors, LLC 0.10% New 7,191 $480K
Foundations Investment Advisors, LLC 0.01% Add +10.6% 5,967 $398K
Simplicity Wealth,LLC 0.04% Add +32.6% 5,964 $398K
Farther Finance Advisors, LLC 0.01% Reduce -4.3% 5,701 $380K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -0.2% 5,357 $357K
UBS Group AG 0.00% Reduce -19.0% 4,889 $326K
Ascentis Independent Advisors 0.05% No change 4,740 $316K
MML Investors Services, LLC 0.00% Reduce -2.0% 4,731 $315K
Mariner, LLC 0.00% Add +0.5% 4,564 $304K
Allie Family Office LLC 0.16% No change 4,455 $297K
Slagle Financial, LLC 0.12% Add +0.1% 4,124 $275K
Csenge Advisory Group 0.01% Reduce -4.0% 3,902 $258K
Private Advisor Group, LLC 0.00% Reduce -28.4% 3,575 $238K
Buckhead Capital Management LLC 0.07% New 3,195 $213K
Richardson Capital Management LLC 0.14% No change 3,086 $206K
Osaic Holdings, Inc. 0.00% Reduce -29.2% 2,575 $172K
Larson Financial Group LLC 0.01% Add +0.6% 2,305 $154K
NorthRock Partners, LLC 0.00% Reduce -57.1% 2,146 $143K
Key Financial Inc 0.03% No change 1,965 $131K
Cwm, LLC 0.00% No change 965 $64K
Harbour Investments, Inc. 0.00% No change 910 $61K
Pineridge Advisors LLC 0.02% Reduce -6.2% 865 $58K
BlackRock, Inc. 0.00% — 808 $54K
NewEdge Advisors, LLC 0.00% Reduce -11.3% 652 $43K
Harbor Investment Advisory, LLC 0.00% Reduce -8.1% 565 $38K
Householder Group Estate & Retirement Specialist, LLC 0.01% Add +0.9% 348 $23K
Baldwin Wealth Partners LLC 0.00% No change 300 $20K
Federation des caisses Desjardins du Quebec 0.00% No change 300 $20K
JPMorgan Chase & Co. 0.00% Add +72.8% 273 $18K
FMR LLC 0.00% Reduce -45.5% 251 $17K
Capital Investment Advisory Services, LLC 0.00% No change 250 $17K
Private Trust Co. NA 0.00% No change 235 $16K
Tidemark, LLC 0.01% No change 223 $15K
Global Retirement Partners, LLC 0.00% Add +0.9% 216 $14K
TD Waterhouse Canada Inc. 0.00% No change 150 $10K
Jones Financial Companies LLLP 0.00% New 148 $10K
FAS Wealth Partners, Inc. 0.00% No change 119 $8K
PNC Financial Services Group, Inc. 0.00% Reduce -65.2% 113 $8K
National Bank of Canada 0.00% No change 102 $7K
Northwestern Mutual Wealth Management Co. 0.00% New 97 $6K
GPS Wealth Strategies Group, LLC 0.00% Add +535.7% 89 $6K
Legacy Investment Solutions, LLC 0.00% — 45 $3K
Legacy Wealth Managment, LLC 0.00% — 45 $3K
Sterling Capital Management LLC 0.00% — 20 $1K
McClarren Financial Advisors, Inc. 0.00% Add +11.9% 66 $1K

"% 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.