WDIV Institutional Ownership
State Street SPDR S&P Global Dividend ETF
1W: -1.6%
1M: -4.3%
3M: +0.8%
YTD: +6.9%
1Y: +11.3%
3Y: +64.2%
5Y: +49.1%
$81.31
+0.54 (+0.67%)
Weekly Expected Move ±1.3%
$79
$80
$81
$82
$83
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — WDIV
97
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
108M
Total Invested
11
New Positions
29
Increased
34
Reduced
12
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (104 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | AE Wealth Management LLC | 246,742 | $20M | -8,083 | -3.2% | 38Q | SEC ↗ |
| 2 | LPL Financial LLC | 130,841 | $11M | +133 | +0.1% | 46Q | SEC ↗ |
| 3 | Kingsview Wealth Management, LLC NEW | 118,640 | $10M | — | +0.0% | 1Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 116,218 | $9M | +27,744 | +31.4% | 15Q | SEC ↗ |
| 5 | MORGAN STANLEY | 111,605 | $9M | -7,028 | -5.9% | 51Q | SEC ↗ |
| 6 | STATE STREET CORP | 87,600 | $7M | — | +0.0% | 5Q | SEC ↗ |
| 7 | Corient Private Wealth LP | 50,575 | $4M | -374 | -0.7% | 12Q | SEC ↗ |
| 8 | RAYMOND JAMES FINANCIAL INC | 49,333 | $4M | +7,668 | +18.4% | 7Q | SEC ↗ |
| 9 | AMERIPRISE FINANCIAL INC | 38,095 | $3M | -599 | -1.5% | 16Q | SEC ↗ |
| 10 | Wealthspire Advisors, LLC | 35,593 | $3M | — | +0.0% | 17Q | SEC ↗ |
| 11 | ROYAL BANK OF CANADA | 29,426 | $2M | -1,330 | -4.3% | 52Q | SEC ↗ |
| 12 | Mariner, LLC | 29,017 | $2M | -1,114 | -3.7% | 15Q | SEC ↗ |
| 13 | CITIGROUP INC | 25,059 | $2M | +9,161 | +57.6% | 32Q | SEC ↗ |
| 14 | CAPTRUST FINANCIAL ADVISORS | 19,716 | $2M | +31 | +0.2% | 15Q | SEC ↗ |
| 15 | Seneca Financial Advisors LLC | 18,419 | $1M | +122 | +0.7% | 23Q | SEC ↗ |
| 16 | KINGSWOOD WEALTH ADVISORS, LLC | 16,080 | $1M | +34 | +0.2% | 2Q | SEC ↗ |
| 17 | RICHARDS, MERRILL & PETERSON, INC. | 15,725 | $1M | +1,153 | +7.9% | 7Q | SEC ↗ |
| 18 | ENVESTNET ASSET MANAGEMENT INC | 15,192 | $1M | +24 | +0.2% | 31Q | SEC ↗ |
| 19 | TRUIST FINANCIAL CORP | 13,751 | $1M | +34 | +0.2% | 27Q | SEC ↗ |
| 20 | Key Capital Management, INC | 13,448 | $1M | +1,411 | +11.7% | 3Q | SEC ↗ |
| 21 | AQR CAPITAL MANAGEMENT LLC | 12,365 | $1M | -168 | -1.3% | 2Q | SEC ↗ |
| 22 | Crescent Sterling, Ltd. | 10,385 | $844K | +491 | +5.0% | 15Q | SEC ↗ |
| 23 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 9,748 | $793K | -295 | -2.9% | 12Q | SEC ↗ |
| 24 | BROWN BROTHERS HARRIMAN & CO | 8,740 | $711K | — | +0.0% | 4Q | SEC ↗ |
| 25 | LifeWealth Investments, LLC | 7,052 | $573K | -277 | -3.8% | 7Q | SEC ↗ |
| 26 | Simplicity Wealth,LLC | 6,661 | $542K | +362 | +5.7% | 6Q | SEC ↗ |
| 27 | Compagnie Lombard Odier SCmA | 6,285 | $511K | -585 | -8.5% | 2Q | SEC ↗ |
| 28 | GOLDMAN SACHS GROUP INC NEW | 5,885 | $479K | — | +0.0% | 1Q | SEC ↗ |
| 29 | B.O.S.S. Retirement Advisors, LLC | 5,667 | $461K | -853 | -13.1% | 8Q | SEC ↗ |
| 30 | OSAIC HOLDINGS, INC. | 5,453 | $443K | +2,385 | +77.7% | 26Q | SEC ↗ |
| 31 | Quest 10 Wealth Builders, Inc. | 5,067 | $412K | -88 | -1.7% | 7Q | SEC ↗ |
| 32 | Cetera Investment Advisers | 4,803 | $391K | -355 | -6.9% | 4Q | SEC ↗ |
| 33 | Foundations Investment Advisors, LLC | 4,756 | $387K | -76 | -1.6% | 15Q | SEC ↗ |
| 34 | Allie Family Office LLC | 4,455 | $362K | — | +0.0% | 19Q | SEC ↗ |
| 35 | Farther Finance Advisors, LLC | 4,273 | $347K | +1,550 | +56.9% | 15Q | SEC ↗ |
| 36 | BUCKHEAD CAPITAL MANAGEMENT LLC | 4,190 | $341K | +1 | +0.0% | 8Q | SEC ↗ |
| 37 | CIBC Bancorp USA Inc. | 3,999 | $325K | — | +0.0% | 2Q | SEC ↗ |
| 38 | UBS Group AG | 3,686 | $300K | -1,999 | -35.2% | 47Q | SEC ↗ |
| 39 | Cambridge Investment Research Advisors | 3,590 | $292K | — | +0.0% | 23Q | SEC ↗ |
| 40 | Kestra Advisory Services, LLC | 3,313 | $269K | -152 | -4.4% | 3Q | SEC ↗ |
| 41 | WELLS FARGO & COMPANY/MN | 3,232 | $263K | +3,232 | — | 14Q | SEC ↗ |
| 42 | Janney Montgomery Scott LLC | 3,136 | $255K | — | +0.0% | 4Q | SEC ↗ |
| 43 | Richardson Capital Management LLC | 3,086 | $251K | — | +0.0% | 11Q | SEC ↗ |
| 44 | Rockefeller Capital Management L.P. | 3,008 | $245K | -11 | -0.4% | 4Q | SEC ↗ |
| 45 | Accordant Advisory Group Inc | 2,987 | $243K | -35 | -1.2% | 4Q | SEC ↗ |
| 46 | Private Advisor Group, LLC | 2,867 | $233K | +30 | +1.1% | 4Q | SEC ↗ |
| 47 | Kingdom Financial Group LLC. | 2,811 | $229K | +39 | +1.4% | 3Q | SEC ↗ |
| 48 | FLP Wealth Management, LLC NEW | 2,751 | $224K | — | +0.0% | 1Q | SEC ↗ |
| 49 | STIFEL FINANCIAL CORP | 2,642 | $215K | +21 | +0.8% | 2Q | SEC ↗ |
| 50 | Centennial Advisors, LLC | 2,515 | $205K | -187 | -6.9% | 3Q | SEC ↗ |
Recent Activity
New Positions (11)
| Holder | Shares | Value |
|---|---|---|
| Kingsview Wealth Management, LLC | 118,640 | $10M |
| GOLDMAN SACHS GROUP INC | 5,885 | $479K |
| FLP Wealth Management, LLC | 2,751 | $224K |
| COMPASS FINANCIAL MANAGEMENT LLC | 1,642 | $134K |
| Ameritas Advisory Services, LLC | 1,444 | $117K |
| Montgomery Financial Services LLC | 244 | $20K |
| MERCER GLOBAL ADVISORS INC /ADV | 232 | $19K |
| Integrated Wealth Concepts LLC | 220 | $18K |
| TOUNJIAN ADVISORY PARTNERS, LLC | 159 | $13K |
| Aptus Capital Advisors, LLC | 22 | $2K |
| CoreCap Advisors, LLC | 22 | $2K |
Sold Out (18)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GTS SECURITIES LLC | 58,802 | $5M |
| KKM Financial LLC | 55,145 | $4M |
| JANE STREET GROUP, LLC | 19,373 | $2M |
| WealthShield Partners, LLC | 19,156 | $2M |
| Ascentis Independent Advisors | 9,400 | $764K |
| Belpointe Asset Management LLC | 3,824 | $311K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 3,470 | $282K |
| MML INVESTORS SERVICES, LLC | 3,335 | $271K |
| Slagle Financial, LLC | 3,029 | $246K |
| FSA Advisors, Inc. | 2,830 | $230K |
| GLENMEDE TRUST CO NA | 2,179 | $177K |
| Crews Bank & Trust | 1,840 | $150K |
| FLAGSHIP HARBOR ADVISORS, LLC | 1,099 | $89K |
| Western Wealth Management, LLC | 585 | $48K |
| Advisory Services Network, LLC | 225 | $18K |
| Medallion Wealth Advisors, LLC | 100 | $8K |
| NewEdge Advisors, LLC | 4 | $0K |
| Sound Income Strategies, LLC | 4 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | +27,744 | +31.4% | 116,218 |
| CITIGROUP INC | +9,161 | +57.6% | 25,059 |
| RAYMOND JAMES FINANCIAL INC | +7,668 | +18.4% | 49,333 |
| WELLS FARGO & COMPANY/MN | +3,232 | — | 3,232 |
| OSAIC HOLDINGS, INC. | +2,385 | +77.7% | 5,453 |
| Farther Finance Advisors, LLC | +1,550 | +56.9% | 4,273 |
| Key Capital Management, INC | +1,411 | +11.7% | 13,448 |
| RICHARDS, MERRILL & PETERSON, INC. | +1,153 | +7.9% | 15,725 |
| FMR LLC | +927 | +102.4% | 1,832 |
| Crescent Sterling, Ltd. | +491 | +5.0% | 10,385 |
| Simplicity Wealth,LLC | +362 | +5.7% | 6,661 |
| Raleigh Capital Management Inc. | +197 | +13.8% | 1,625 |
| LPL Financial LLC | +133 | +0.1% | 130,841 |
| Seneca Financial Advisors LLC | +122 | +0.7% | 18,419 |
| SBI Securities Co., Ltd. | +48 | +14.3% | 384 |
| Kingdom Financial Group LLC. | +39 | +1.4% | 2,811 |
| TRUIST FINANCIAL CORP | +34 | +0.2% | 13,751 |
| KINGSWOOD WEALTH ADVISORS, LLC | +34 | +0.2% | 16,080 |
| CAPTRUST FINANCIAL ADVISORS | +31 | +0.2% | 19,716 |
| Private Advisor Group, LLC | +30 | +1.1% | 2,867 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| AE Wealth Management LLC | -8,083 | -3.2% | 246,742 |
| MORGAN STANLEY | -7,028 | -5.9% | 111,605 |
| UBS Group AG | -1,999 | -35.2% | 3,686 |
| ROYAL BANK OF CANADA | -1,330 | -4.3% | 29,426 |
| Mariner, LLC | -1,114 | -3.7% | 29,017 |
| Lloyd Advisory Services, LLC. | -880 | -31.7% | 1,892 |
| B.O.S.S. Retirement Advisors, LLC | -853 | -13.1% | 5,667 |
| AMERIPRISE FINANCIAL INC | -599 | -1.5% | 38,095 |
| Compagnie Lombard Odier SCmA | -585 | -8.5% | 6,285 |
| Corient Private Wealth LP | -374 | -0.7% | 50,575 |
| Cetera Investment Advisers | -355 | -6.9% | 4,803 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -295 | -2.9% | 9,748 |
| LifeWealth Investments, LLC | -277 | -3.8% | 7,052 |
| Centennial Advisors, LLC | -187 | -6.9% | 2,515 |
| AQR CAPITAL MANAGEMENT LLC | -168 | -1.3% | 12,365 |
| Kestra Advisory Services, LLC | -152 | -4.4% | 3,313 |
| JONES FINANCIAL COMPANIES LLLP | -117 | -7.2% | 1,505 |
| Quest 10 Wealth Builders, Inc. | -88 | -1.7% | 5,067 |
| Foundations Investment Advisors, LL | -76 | -1.6% | 4,756 |
| Accordant Advisory Group Inc | -35 | -1.2% | 2,987 |