St STR SPD S&P Glo Div-USWDIVETF

13F holders, Q4 2025 (December 31)
85holders +4
11new positions
8sold out
$75.46avg. 13F price*

At the end of Q4 2025, 85 institutions reported holding St STR SPD S&P Glo Div-US Inc. (WDIV) in their 13F filings, up 4 from Q3 2025. 11 opened new positions and 8 sold out. The largest holders were AE Wealth Management LLC ($26.0M), LPL Financial LLC ($9.7M) and Morgan Stanley ($8.3M).

Company
St STR SPD S&P Glo Div-US Inc.
Filed as
SPDR INDEX SHS FDS (Q4 2025)
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 2025 → Q4 2025

InstitutionsTotal Value
New Positions11$5.4M
Exits8$1.6M

All 13F filers, Q3 2025 → Q4 2025: 165,001 shares bought and 77,645 shares sold, net +87,356 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 85 holders

AE Wealth Management LLC 0.15% Add +2.4% 344,755 $26.0M
LPL Financial LLC 0.00% Add +2.5% 128,830 $9.7M
Morgan Stanley 0.00% Add +19.6% 109,700 $8.3M
Bank of America Corp. 0.00% Add +1.7% 92,834 $7.0M
State Street Corp. 0.00% Add +119.3% 63,600 $4.8M
KKM Financial LLC 0.74% New 55,145 $4.2M
Corient Private Wealth LP 0.01% Reduce -1.7% 50,924 $3.8M
Ameriprise Financial Inc. 0.00% Reduce -7.0% 39,046 $2.9M
Wealthspire Advisors, LLC 0.02% No change 35,593 $2.7M
Raymond James Financial Inc. 0.00% Add +42.2% 34,147 $2.6M
Mariner, LLC 0.00% Add +13.5% 32,288 $2.4M
Royal Bank of Canada 0.00% Add +0.2% 30,693 $2.3M
Wealth Enhancement Advisory Services, LLC 0.00% Add +11.0% 21,034 $1.6M
Seneca Financial Advisors LLC 0.47% Reduce -2.0% 20,527 $1.5M
Captrust Financial Advisors 0.00% Reduce -9.2% 19,698 $1.5M
WealthShield Partners, LLC 0.16% Add +3.5% 19,022 $1.4M
Envestnet Asset Management Inc. 0.00% Add +7.5% 17,283 $1.3M
Truist Financial Corp. 0.00% Add +5.2% 14,625 $1.1M
Key Capital Management, INC 1.04% — 13,876 $1.0M
Citigroup Inc. 0.00% Add +46.0% 12,026 $907K
Richards, Merrill & Peterson, Inc. 0.34% Add +20.0% 11,692 $882K
LifeWealth Investments, LLC 0.23% Reduce -6.5% 9,823 $741K
B.O.S.S. Retirement Advisors, LLC 0.22% Reduce -69.2% 9,319 $703K
Brown Brothers Harriman & Co. 0.00% No change 8,740 $659K
Crescent Sterling, Ltd. 0.59% Add +18.5% 7,672 $579K
Simplicity Wealth,LLC 0.03% Reduce -0.5% 6,972 $526K
Quest 10 Wealth Builders, Inc. 0.46% Reduce -3.8% 6,835 $516K
Cetera Investment Advisers 0.00% Reduce -4.8% 5,648 $426K
Foundations Investment Advisors, LLC 0.01% Add +1.0% 5,045 $381K
Ascentis Independent Advisors 0.06% No change 4,660 $352K
UBS Group AG 0.00% Reduce -57.8% 4,619 $348K
Allie Family Office LLC 0.16% No change 4,455 $336K
Centennial Advisors, LLC 0.42% — 4,248 $321K
CIBC Private Wealth Group LLC 0.00% No change 3,999 $302K
Kingdom Financial Group LLC. 0.09% New 3,978 $300K
Belpointe Asset Management LLC 0.01% New 3,824 $289K
Osaic Holdings, Inc. 0.00% Reduce -1.1% 3,783 $285K
Buckhead Capital Management LLC 0.10% No change 3,666 $277K
FLP Wealth Management, LLC 0.65% Add +3.4% 3,642 $275K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -27.3% 3,571 $269K
Susquehanna International Group, LLP 0.00% Reduce -84.4% 3,470 $262K
MML Investors Services, LLC 0.00% Add +10.0% 3,335 $252K
Kestra Advisory Services, LLC 0.00% New 3,278 $247K
Janney Montgomery Scott LLC 0.00% Reduce -0.2% 3,136 $237K
Richardson Capital Management LLC 0.12% No change 3,086 $233K
Rockefeller Capital Management L.P. 0.00% Add +13.8% 3,043 $230K
Slagle Financial, LLC 0.08% Reduce -7.9% 3,029 $229K
Farther Finance Advisors, LLC 0.00% Reduce -15.6% 2,932 $221K
FSA Advisors, Inc. 0.15% New 2,830 $214K
Private Advisor Group, LLC 0.00% Add +0.6% 2,828 $213K
Key Financial Inc 0.03% No change 2,335 $176K
Larson Financial Group LLC 0.01% Add +0.7% 2,317 $175K
Accordant Advisory Group Inc 0.12% Add +68.0% 2,267 $171K
Crews Bank & Trust 0.02% No change 1,840 $139K
Jones Financial Companies LLLP 0.00% Add +21.6% 1,531 $115K
Flagship Harbor Advisors, LLC 0.00% New 1,099 $83K
Raleigh Capital Management Inc. 0.03% New 1,054 $80K
Cwm, LLC 0.00% No change 965 $73K
FMR LLC 0.00% Add +4.6% 905 $68K
Comerica Bank 0.00% No change 824 $62K
Private Trust Co. NA 0.00% No change 635 $48K
BlackRock, Inc. 0.00% No change 590 $45K
Harbor Investment Advisory, LLC 0.00% No change 565 $43K
Steward Partners Investment Advisory, LLC 0.00% No change 543 $41K
Lloyd Advisory Services, LLC. 0.01% New 359 $27K
Cornerstone Planning Group LLC 0.00% New 322 $25K
Federation des caisses Desjardins du Quebec 0.00% No change 300 $23K
Networth Advisors, LLC 0.02% — 291 $22K
Global Retirement Partners, LLC 0.00% Add +0.9% 229 $17K
Tidemark, LLC 0.00% No change 223 $17K
SBI Securities Co., Ltd. 0.00% Add +6.0% 160 $12K
Triumph Capital Management 0.00% New 154 $12K
National Bank of Canada 0.00% No change 144 $11K
AdvisorNet Financial, Inc 0.00% Add +1.4% 142 $11K
Geneos Wealth Management Inc. 0.00% Reduce -29.2% 126 $9K
FAS Wealth Partners, Inc. 0.00% No change 120 $9K
Medallion Wealth Advisors, LLC 0.00% No change 100 $8K
JPMorgan Chase & Co. 0.00% Reduce -1.2% 84 $6K
NewEdge Advisors, LLC 0.00% No change 68 $5K
PNC Financial Services Group, Inc. 0.00% No change 56 $4K
New Millennium Group LLC 0.00% No change 26 $2K
Sterling Capital Management LLC 0.00% No change 17 $1K
Sound Income Strategies, LLC 0.00% New 2 $154
Assetmark, Inc. 0.00% No change 1 $75
Wells Fargo & Company 0.00% No change 1 $49

"% 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.