SPDR INDEX SHS FDS (WDIV)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
83
Reporting holders
$111.8M
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| AE Wealth Management LLC | $19.7M | 246,742 | 0.09% | 31q | -3.2%-$645.9K |
| LPL Financial LLC | $10.5M | 130,841 | 0.00% | 31q | HELD |
| Kingsview Wealth Management, LLC | $9.5M | 118,640 | 0.11% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $9.3M | 116,218 | 0.00% | 31q | +31.4%+$2.2M |
| MORGAN STANLEY | $8.9M | 111,605 | 0.00% | 35q | -5.9%-$561.6K |
| Corient Private Wealth LP | $8.1M | 101,900 | 0.01% | 12q | +100.0%+$4.1M |
| STATE STREET CORP | $7.0M | 87,600 | 0.00% | 5q | HELD |
| RAYMOND JAMES FINANCIAL INC | $3.9M | 49,333 | 0.00% | 7q | +18.4%+$612.7K |
| AMERIPRISE FINANCIAL INC | $3.0M | 38,095 | 0.00% | 31q | -50.8%-$3.1M |
| Wealthspire Advisors, LLC | $2.8M | 35,593 | 0.02% | 17q | HELD |
| ROYAL BANK OF CANADA | $2.4M | 29,426 | 0.00% | 31q | -4.3%-$106.3K |
| Mariner, LLC | $2.3M | 29,017 | 0.00% | 15q | -3.7%-$89.0K |
| CITIGROUP INC | $2.0M | 25,059 | 0.00% | 31q | +57.6%+$732.0K |
| CAPTRUST FINANCIAL ADVISORS | $1.6M | 19,716 | 0.00% | 15q | HELD |
| Seneca Financial Advisors LLC | $1.5M | 18,419 | 0.38% | 23q | +0.7%+$9.7K |
| KINGSWOOD WEALTH ADVISORS, LLC | $1.3M | 16,080 | 0.05% | 2q | HELD |
| RICHARDS, MERRILL & PETERSON, INC. | $1.3M | 15,725 | 0.40% | 7q | +7.9%+$92.1K |
| ENVESTNET ASSET MANAGEMENT INC | $1.2M | 15,192 | 0.00% | 31q | HELD |
| TRUIST FINANCIAL CORP | $1.1M | 13,751 | 0.00% | 27q | HELD |
| Key Capital Management, INC | $1.1M | 13,448 | 0.55% | 3q | +11.7%+$112.8K |
| AQR CAPITAL MANAGEMENT LLC | $988.1K | 12,365 | 0.00% | 2q | -1.3%-$13.4K |
| Crescent Sterling, Ltd. | $829.8K | 10,385 | 0.74% | 15q | +5.0%+$39.2K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $792.8K | 9,748 | 0.00% | 12q | -2.9%-$24.0K |
| BROWN BROTHERS HARRIMAN & CO | $698.4K | 8,740 | 0.00% | 4q | HELD |
| LifeWealth Investments, LLC | $563.5K | 7,052 | 0.15% | 7q | -3.8%-$22.1K |
| Simplicity Wealth,LLC | $532.3K | 6,661 | 0.02% | 6q | +5.7%+$28.9K |
| Compagnie Lombard Odier SCmA | $502.2K | 6,285 | 0.01% | 2q | -8.5%-$46.7K |
| GOLDMAN SACHS GROUP INC | $470.3K | 5,885 | 0.00% | new | NEW |
| B.O.S.S. Retirement Advisors, LLC | $452.9K | 5,667 | 0.12% | 8q | -13.1%-$68.2K |
| OSAIC HOLDINGS, INC. | $435.7K | 5,453 | 0.00% | 26q | +77.7%+$190.6K |
| Quest 10 Wealth Builders, Inc. | $404.9K | 5,067 | 0.31% | 7q | -1.7%-$7.0K |
| Cetera Investment Advisers | $383.8K | 4,803 | 0.00% | 4q | -6.9%-$28.4K |
| Foundations Investment Advisors, LLC | $380.0K | 4,756 | 0.00% | 15q | -1.6%-$6.1K |
| Allie Family Office LLC | $356.0K | 4,455 | 0.13% | 19q | HELD |
| Farther Finance Advisors, LLC | $341.4K | 4,273 | 0.00% | 15q | +56.9%+$123.9K |
| BUCKHEAD CAPITAL MANAGEMENT LLC | $334.8K | 4,190 | 0.11% | 8q | HELD |
| CIBC Bancorp USA Inc. | $319.6K | 3,999 | 0.00% | 2q | HELD |
| UBS Group AG | $294.5K | 3,686 | 0.00% | 31q | -35.2%-$159.7K |
| Kestra Advisory Services, LLC | $264.8K | 3,313 | 0.00% | 3q | -4.4%-$12.1K |
| WELLS FARGO & COMPANY/MN | $258.3K | 3,232 | 0.00% | 14q | HELD |
| Richardson Capital Management LLC | $246.6K | 3,086 | 0.11% | 11q | HELD |
| Rockefeller Capital Management L.P. | $240.4K | 3,008 | 0.00% | 4q | HELD |
| Accordant Advisory Group Inc | $238.7K | 2,987 | 0.16% | 4q | -1.2%-$2.8K |
| Private Advisor Group, LLC | $229.1K | 2,867 | 0.00% | 4q | +1.1%+$2.4K |
| Kingdom Financial Group LLC. | $224.6K | 2,811 | 0.06% | 3q | +1.4%+$3.1K |
| FLP Wealth Management, LLC | $219.8K | 2,751 | 0.39% | new | NEW |
| STIFEL FINANCIAL CORP | $211.1K | 2,642 | 0.00% | 2q | +0.8%+$1.7K |
| Centennial Advisors, LLC | $201.0K | 2,515 | 0.24% | 3q | -6.9%-$14.9K |
| Larson Financial Group LLC | $188.3K | 2,356 | 0.00% | 19q | +1.3%+$2.4K |
| Key Financial Inc | $186.6K | 2,335 | 0.03% | 10q | HELD |
| Lloyd Advisory Services, LLC. | $151.2K | 1,892 | 0.06% | 3q | -31.7%-$70.3K |
| BARCLAYS PLC | $150.2K | 1,880 | 0.00% | 2q | HELD |
| FMR LLC | $146.4K | 1,832 | 0.00% | 13q | +102.4%+$74.1K |
| COMPASS FINANCIAL MANAGEMENT LLC | $135.9K | 1,642 | 0.02% | new | FIRST |
| Raleigh Capital Management Inc. | $129.9K | 1,625 | 0.04% | 3q | +13.8%+$15.7K |
| JONES FINANCIAL COMPANIES LLLP | $120.9K | 1,505 | 0.00% | 8q | -7.2%-$9.4K |
| Ameritas Advisory Services, LLC | $115.4K | 1,444 | 0.00% | new | NEW |
| Cornerstone Planning Group LLC | $78.5K | 948 | 0.01% | 3q | +1.8%+$1.4K |
| FIFTH THIRD BANCORP | $63.0K | 789 | 0.00% | 2q | -1.4% |
| PRIVATE TRUST CO NA | $50.7K | 635 | 0.00% | 11q | HELD |
| BlackRock, Inc. | $47.1K | 590 | 0.00% | 8q | HELD |
| HARBOR INVESTMENT ADVISORY, LLC | $45.1K | 565 | 0.00% | 14q | HELD |
| Steward Partners Investment Advisory, LLC | $33.1K | 414 | 0.00% | 6q | HELD |
| SBI Securities Co., Ltd. | $30.7K | 384 | 0.00% | 7q | +14.3%+$3.8K |
| Federation des caisses Desjardins du Quebec | $24.0K | 300 | 0.00% | 23q | HELD |
| Montgomery Financial Services LLC | $19.5K | 244 | 0.02% | new | FIRST |
| MERCER GLOBAL ADVISORS INC /ADV | $18.5K | 232 | 0.00% | new | NEW |
| Networth Advisors, LLC | $18.3K | 229 | 0.01% | 3q | +2.7% |
| Tidemark, LLC | $17.8K | 223 | 0.00% | 11q | HELD |
| Integrated Wealth Concepts LLC | $17.6K | 220 | 0.00% | new | NEW |
| BLAIR WILLIAM & CO/IL | $16.0K | 200 | 0.00% | 2q | HELD |
| TOUNJIAN ADVISORY PARTNERS, LLC | $12.7K | 159 | 0.01% | new | NEW |
| Triumph Capital Management | $12.3K | 154 | 0.00% | 3q | HELD |
| AdvisorNet Financial, Inc | $11.6K | 145 | 0.00% | 6q | +1.4% |
| NATIONAL BANK OF CANADA /FI/ | $11.5K | 144 | 0.00% | 12q | HELD |
| Geneos Wealth Management Inc. | $10.3K | 129 | 0.00% | 4q | +2.4% |
| FAS Wealth Partners, Inc. | $9.6K | 121 | 0.00% | 22q | +0.8% |
| JPMORGAN CHASE & CO | $6.7K | 84 | 0.00% | 31q | HELD |
| PNC Financial Services Group, Inc. | $4.5K | 56 | 0.00% | 31q | HELD |
| Aptus Capital Advisors, LLC | $1.8K | 22 | 0.00% | new | NEW |
| CoreCap Advisors, LLC | $1.8K | 22 | 0.00% | new | NEW |
| Sterling Capital Management LLC | $1.0K | 13 | 0.00% | 12q | HELD |
| Cambridge Investment Research Advisors, Inc. | $574 | 7,180 | 0.00% | 23q | +100.0% |
| Janney Montgomery Scott LLC | $251 | 3,136 | 0.00% | 4q | HELD |
| ASSETMARK, INC | $80 | 1 | 0.00% | 31q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 83 | $111.8M | 1,398,616 | 9 | 23 | 20 | 0.0% |
| Q1 2026 | 83 | $107.2M | 1,390,138 | 13 | 21 | 24 | 0.0% |
| Q4 2025 | 82 | $103.1M | 1,366,451 | 11 | 27 | 15 | 0.0% |
| Q3 2025 | 78 | $88.6M | 1,219,375 | 10 | 19 | 24 | 0.0% |
| Q2 2025 | 76 | $100.0M | 1,415,537 | 9 | 24 | 24 | 0.0% |
| Q1 2025 | 67 | $82.0M | 1,262,953 | 4 | 17 | 21 | 0.0% |
| Q4 2024 | 67 | $81.5M | 1,312,830 | 2 | 17 | 25 | 0.0% |
| Q3 2024 | 66 | $85.3M | 1,279,856 | 5 | 11 | 29 | 0.0% |
| Q2 2024 | 64 | $81.2M | 1,373,659 | 6 | 20 | 23 | 0.0% |
| Q1 2024 | 65 | $95.6M | 1,594,857 | 5 | 16 | 31 | 0.0% |
| Q4 2023 | 69 | $117.0M | 1,946,489 | 9 | 18 | 24 | 0.0% |
| Q3 2023 | 63 | $91.7M | 1,680,528 | 7 | 20 | 22 | 0.0% |
| Q2 2023 | 63 | $95.1M | 1,655,683 | 9 | 22 | 15 | 0.0% |
| Q1 2023 | 64 | $97.4M | 1,652,408 | 10 | 22 | 13 | 0.0% |
| Q4 2022 | 58 | $92.4M | 1,574,209 | 14 | 16 | 13 | 0.0% |
| Q3 2022 | 57 | $94.2M | 1,766,121 | 8 | 15 | 20 | 0.0% |
| Q2 2022 | 61 | $111.2M | 1,801,915 | 8 | 19 | 15 | 0.0% |
| Q1 2022 | 61 | $142.1M | 2,107,083 | 2 | 15 | 21 | 0.0% |
| Q4 2021 | 63 | $111.5M | 1,682,580 | 7 | 20 | 14 | 0.0% |
| Q3 2021 | 63 | $146.2M | 2,218,386 | 7 | 23 | 12 | 0.0% |
| Q2 2021 | 62 | $146.8M | 2,156,121 | 11 | 24 | 16 | 0.0% |
| Q1 2021 | 58 | $118.0M | 1,785,300 | 8 | 22 | 17 | 0.0% |
| Q4 2020 | 54 | $121.0M | 2,004,342 | 10 | 10 | 22 | 0.0% |
| Q3 2020 | 48 | $146.8M | 2,760,237 | 5 | 11 | 22 | 0.0% |
| Q2 2020 | 52 | $162.8M | 3,090,456 | 4 | 13 | 23 | 0.0% |
| Q1 2020 | 53 | $157.6M | 3,288,105 | 9 | 13 | 18 | 0.0% |
| Q4 2019 | 61 | $229.1M | 3,206,073 | 8 | 17 | 16 | 0.0% |
| Q3 2019 | 57 | $194.1M | 2,874,091 | 9 | 17 | 16 | 0.0% |
| Q2 2019 | 52 | $194.8M | 2,885,558 | 8 | 17 | 13 | 0.0% |
| Q1 2019 | 46 | $131.1M | 1,977,341 | 2 | 16 | 17 | 0.0% |
| Q4 2018 | 49 | $127.9M | 2,063,589 | 1 | 1 | 0 | 0.0% |