St STR SPD S&P Glo Div-USWDIVETF

13F holders, Q4 2024 (December 31)
71holders +1
2new positions
10sold out
$62.09avg. 13F price*

At the end of Q4 2024, 71 institutions reported holding St STR SPD S&P Glo Div-US Inc. (WDIV) in their 13F filings, up 1 from Q3 2024. 2 opened new positions and 10 sold out. The largest holders were AE Wealth Management LLC ($21.0M), Bank of America Corp. ($7.2M) and LPL Financial LLC ($6.5M).

Company
St STR SPD S&P Glo Div-US Inc.
Filed as
SPDR INDEX SHS FDS (Q4 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions2$2K
Exits10$1.1M

All 13F filers, Q3 2024 → Q4 2024: 84,276 shares bought and 82,937 shares sold, net +1,339 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 71 holders

AE Wealth Management LLC 0.18% Add +1.6% 338,727 $21.0M
Bank of America Corp. 0.00% Reduce -1.5% 115,548 $7.2M
LPL Financial LLC 0.00% Add +3.3% 104,658 $6.5M
Ameriprise Financial Inc. 0.00% Add +3.0% 96,101 $6.0M
Savoie Capital LLC 0.55% No change 74,195 $4.6M
Morgan Stanley 0.00% Add +15.3% 71,110 $4.4M
Corient Private Wealth LP 0.01% Reduce -6.5% 58,460 $3.6M
Royal Bank of Canada 0.00% Add +47.0% 53,183 $3.3M
B.O.S.S. Retirement Advisors, LLC 0.70% Add +458.7% 40,174 $2.5M
Wealthspire Advisors, LLC 0.02% Add +1.1% 35,385 $2.2M
Wealth Enhancement Advisory Services, LLC 0.00% Add +0.1% 31,373 $1.9M
Susquehanna International Group, LLP 0.00% Reduce -43.0% 22,904 $1.4M
Seneca Financial Advisors LLC 0.69% Add +0.7% 22,226 $1.4M
Prudential PLC 0.01% Reduce -12.9% 21,354 $1.3M
Raymond James Financial Inc. 0.00% — 19,157 $1.2M
Captrust Financial Advisors 0.00% Reduce -3.6% 18,547 $1.2M
Envestnet Asset Management Inc. 0.00% Reduce -23.3% 17,298 $1.1M
WealthShield Partners, LLC 0.15% Add +2.5% 17,265 $1.1M
UBS Group AG 0.00% Add +246.9% 16,960 $1.1M
Truist Financial Corp. 0.00% Reduce -0.9% 15,497 $962K
Citigroup Inc. 0.00% Reduce -12.2% 10,638 $660K
Avantax Advisory Services, Inc. 0.00% Reduce -5.8% 8,691 $540K
Quest 10 Wealth Builders, Inc. 0.53% — 8,586 $533K
Crescent Sterling, Ltd. 0.52% Add +0.6% 8,198 $509K
Authentikos Wealth Advisory, LLC 0.46% Reduce -7.3% 7,483 $465K
Richards, Merrill & Peterson, Inc. 0.23% — 7,231 $449K
Vantage Financial Partners, LLC 0.10% Reduce -9.3% 6,546 $406K
LifeWealth Investments, LLC 0.24% — 5,827 $362K
Foundations Investment Advisors, LLC 0.01% Reduce -3.1% 5,783 $359K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -1.9% 5,257 $326K
MML Investors Services, LLC 0.00% Reduce -0.4% 4,713 $293K
Ascentis Independent Advisors 0.06% Reduce -1.7% 4,660 $289K
Mariner, LLC 0.00% Reduce -0.8% 4,528 $281K
Allie Family Office LLC 0.15% No change 4,455 $277K
Slagle Financial, LLC 0.11% Reduce -2.4% 4,024 $250K
Farther Finance Advisors, LLC 0.01% Reduce -30.3% 3,972 $247K
Jane Street Group, LLC 0.00% Reduce -57.6% 3,932 $244K
Park Square Financial Group, LLC 0.17% — 3,857 $239K
Buckhead Capital Management LLC 0.07% Add +3.1% 3,295 $205K
Richardson Capital Management LLC 0.12% No change 3,086 $192K
FLP Wealth Management, LLC 0.47% — 2,947 $183K
Larson Financial Group LLC 0.01% Add +0.7% 2,322 $144K
Key Financial Inc 0.03% No change 1,965 $122K
Osaic Holdings, Inc. 0.00% Reduce -25.0% 1,932 $120K
Crews Bank & Trust 0.02% — 1,840 $114K
Transce3nd, LLC 0.03% — 1,568 $97K
Cwm, LLC 0.00% No change 965 $60K
Harbour Investments, Inc. 0.00% No change 910 $57K
BlackRock, Inc. 0.00% Reduce -7.3% 749 $47K
Pineridge Advisors LLC 0.01% Reduce -29.6% 609 $38K
Harbor Investment Advisory, LLC 0.00% No change 565 $35K
Householder Group Estate & Retirement Specialist, LLC 0.02% Add +1.1% 352 $21K
Federation des caisses Desjardins du Quebec 0.00% No change 300 $19K
FMR LLC 0.00% No change 251 $16K
SBI Securities Co., Ltd. 0.00% — 244 $15K
Private Trust Co. NA 0.00% No change 235 $15K
Tidemark, LLC 0.01% No change 223 $14K
Global Retirement Partners, LLC 0.00% Add +1.4% 219 $14K
Jones Financial Companies LLLP 0.00% Add +33.8% 198 $12K
JPMorgan Chase & Co. 0.00% Reduce -42.1% 158 $10K
National Bank of Canada 0.00% Add +41.2% 144 $9K
FAS Wealth Partners, Inc. 0.00% No change 119 $7K
PNC Financial Services Group, Inc. 0.00% No change 113 $7K
Medallion Wealth Advisors, LLC 0.00% — 100 $7K
GPS Wealth Strategies Group, LLC 0.00% Add +1.1% 90 $6K
NewEdge Advisors, LLC 0.00% Reduce -89.6% 68 $4K
New Millennium Group LLC 0.00% New 26 $2K
Sterling Capital Management LLC 0.00% Reduce -5.0% 19 $1K
McClarren Financial Advisors, Inc. 0.00% Reduce -69.7% 20 $1K
Assetmark, Inc. 0.00% Reduce -100.0% 1 $62
Tower Research Capital LLC (TRC) 0.00% New 1 $62

"% 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.