WDIV institutional holders

SPDR INDEX SHS FDS · 13F, 2026Q2

Managers holding84
Shares held1,357,375
Reported value$108.5m
Quarter flows11 new, 29 added, 22 trimmed, 12 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
AE Wealth Management LLC246,742$19.7m0.1%
LPL Financial LLC130,841$10.5m0.0%
Kingsview Wealth Management, LLC118,640$9.5m0.1%
BANK OF AMERICA CORP /DE/116,218$9.3m0.0%
MORGAN STANLEY111,605$8.9m0.0%
STATE STREET CORP87,600$7.0m0.0%
Corient Private Wealth LP50,575$4.0m0.0%
RAYMOND JAMES FINANCIAL INC49,333$3.9m0.0%
AMERIPRISE FINANCIAL INC38,095$3.0m0.0%
Wealthspire Advisors, LLC35,593$2.8m0.0%
ROYAL BANK OF CANADA29,426$2.4m0.0%
Mariner, LLC29,017$2.3m0.0%
CITIGROUP INC25,059$2.0m0.0%
CAPTRUST FINANCIAL ADVISORS19,716$1.6m0.0%
Seneca Financial Advisors LLC18,419$1.5m0.4%
KINGSWOOD WEALTH ADVISORS, LLC16,080$1.3m0.1%
RICHARDS, MERRILL & PETERSON, INC.15,725$1.3m0.4%
ENVESTNET ASSET MANAGEMENT INC15,192$1.2m0.0%
TRUIST FINANCIAL CORP13,751$1.1m0.0%
Key Capital Management, INC13,448$1.1m0.6%
AQR CAPITAL MANAGEMENT LLC12,365$988,0620.0%
Crescent Sterling, Ltd.10,385$829,8330.7%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC9,748$792,8110.0%
BROWN BROTHERS HARRIMAN & CO8,740$698,3960.0%
Cambridge Investment Research Advisors, Inc.7,180$574,0000.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("WDIV"). WDIV price history · All 13F data

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