SPDR INDEX SHARES FUNDS - WDIV
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AE Wealth Management LLC | History | Reduced | 254,825 | 19,660 | 0.11% | 0.15% | 1 | -89,930 | -26.09% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 130,708 | 10,084 | 0.0% | 0.0% | 2 | +1,878 | 1.46% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 118,633 | 9,152 | 0.0% | 0.0% | 3 | +8,933 | 8.14% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 88,474 | 6,825 | 0.0% | 0.0% | 4 | -4,360 | -4.7% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 87,600 | 6,758 | 0.0% | 0.0% | 5 | +24,000 | 37.74% | Q1 2026 | May 15, 2026 |
| GTS SECURITIES LLC | History | New | 58,802 | 4,536 | 0.16% | — | 6 | +58,802 | New | Q1 2026 | May 14, 2026 |
| KKM Financial LLC | History | No change | 55,145 | 4,160 | 0.74% | 0.74% | 7 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 50,949 | 3,930 | 0.01% | 0.01% | 8 | +25 | 0.05% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 41,665 | 3,214 | 0.0% | 0.0% | 9 | +7,518 | 22.02% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 38,694 | 2,985 | 0.0% | 0.0% | 10 | -352 | -0.9% | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | No change | 35,593 | 2,746 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 30,756 | 2,372 | 0.0% | 0.0% | 12 | +63 | 0.21% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 30,131 | 2,324 | 0.0% | 0.0% | 13 | -2,157 | -6.68% | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 19,685 | 1,518 | 0.0% | 0.0% | 14 | -13 | -0.07% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | New | 19,373 | 1,494 | 0.0% | — | 15 | +19,373 | New | Q1 2026 | May 12, 2026 |
| WealthShield Partners, LLC | History | Added to | 19,156 | 1,477 | 0.16% | 0.16% | 16 | +134 | 0.7% | Q1 2026 | May 01, 2026 |
| Seneca Financial Advisors LLC | History | Reduced | 18,297 | 1,411 | 0.41% | 0.47% | 17 | -2,230 | -10.86% | Q1 2026 | Apr 22, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 16,046 | 1,237 | 0.06% | — | 18 | +16,046 | New | Q1 2026 | Apr 28, 2026 |
| CITIGROUP INC | History | Added to | 15,898 | 1,226 | 0.0% | 0.0% | 19 | +3,872 | 32.2% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 15,168 | 1,170 | 0.0% | 0.0% | 20 | -2,115 | -12.24% | Q1 2026 | May 04, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Added to | 14,572 | 1,124 | 0.41% | 0.34% | 21 | +2,880 | 24.63% | Q1 2026 | Apr 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 13,717 | 1,058 | 0.0% | 0.0% | 22 | -908 | -6.21% | Q1 2026 | Apr 27, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 12,533 | 966 | 0.0% | — | 23 | +12,533 | New | Q1 2026 | May 15, 2026 |
| Key Capital Management, INC | History | Reduced | 12,037 | 928 | 0.61% | 1.04% | 24 | -1,839 | -13.25% | Q1 2026 | May 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 10,043 | 775 | 0.0% | 0.0% | 25 | -10,991 | -52.25% | Q1 2026 | Apr 08, 2026 |
| Crescent Sterling, Ltd. | History | Added to | 9,894 | 763 | 0.74% | 0.59% | 26 | +2,222 | 28.96% | Q1 2026 | Apr 07, 2026 |
| Ascentis Independent Advisors | History | Added to | 9,400 | 725 | 0.05% | 0.06% | 27 | +4,740 | 101.72% | Q1 2026 | Apr 28, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 8,740 | 674 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 7,329 | 565 | 0.17% | 0.23% | 29 | -2,494 | -25.39% | Q1 2026 | Apr 20, 2026 |
| Compagnie Lombard Odier SCmA | History | New | 6,870 | 530 | 0.01% | — | 30 | +6,870 | New | Q1 2026 | Apr 15, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Reduced | 6,520 | 503 | 0.15% | 0.22% | 31 | -2,799 | -30.04% | Q1 2026 | Apr 28, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 6,299 | 485 | 0.03% | 0.03% | 32 | -673 | -9.65% | Q1 2026 | Apr 30, 2026 |
| UBS Group AG | History | Added to | 5,685 | 438 | 0.0% | 0.0% | 33 | +1,066 | 23.08% | Q1 2026 | May 05, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 5,155 | 397 | 0.35% | 0.46% | 35 | -1,680 | -24.58% | Q1 2026 | May 06, 2026 |
| Cetera Investment Advisers | History | Reduced | 5,158 | 397 | 0.0% | 0.0% | 34 | -490 | -8.68% | Q1 2026 | May 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 4,832 | 372 | 0.0% | 0.0% | 36 | -213 | -4.22% | Q1 2026 | May 11, 2026 |
| Allie Family Office LLC | History | No change | 4,455 | 343 | 0.15% | 0.16% | 37 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BUCKHEAD CAPITAL MANAGEMENT LLC | History | Added to | 4,189 | 323 | 0.12% | 0.1% | 38 | +523 | 14.27% | Q1 2026 | May 08, 2026 |
| CIBC Bancorp USA Inc. | History | New | 3,999 | 308 | 0.0% | — | 39 | +3,999 | New | Q1 2026 | May 12, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 3,999 | 301 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 3,590 | 277 | 0.0% | 0.0% | 41 | +19 | 0.53% | Q1 2026 | Apr 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 3,465 | 267 | 0.0% | 0.0% | 42 | +187 | 5.7% | Q1 2026 | Apr 30, 2026 |
| Janney Montgomery Scott LLC | History | No change | 3,136 | 242 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Richardson Capital Management LLC | History | No change | 3,086 | 238 | 0.11% | 0.12% | 44 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 3,068 | 236 | 0.0% | 0.0% | 45 | -715 | -18.9% | Q1 2026 | May 15, 2026 |
| Accordant Advisory Group Inc | History | Added to | 3,022 | 233 | 0.14% | 0.12% | 46 | +755 | 33.3% | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 3,019 | 232 | 0.0% | 0.0% | 47 | -24 | -0.79% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 2,837 | 218 | 0.0% | 0.0% | 48 | +9 | 0.32% | Q1 2026 | Apr 24, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 2,772 | 213 | 0.06% | 0.01% | 49 | +2,413 | 672.14% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 2,772 | 213 | 0.06% | 0.09% | 50 | -1,206 | -30.32% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,723 | 210 | 0.0% | 0.0% | 51 | -209 | -7.13% | Q1 2026 | Apr 07, 2026 |
| Centennial Advisors, LLC | History | Reduced | 2,702 | 208 | 0.26% | 0.42% | 52 | -1,546 | -36.39% | Q1 2026 | Apr 21, 2026 |
| STIFEL FINANCIAL CORP | History | New | 2,621 | 202 | 0.0% | — | 53 | +2,621 | New | Q1 2026 | May 12, 2026 |
| Key FInancial Inc | History | No change | 2,335 | 180 | 0.03% | 0.03% | 54 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Larson Financial Group LLC | History | Added to | 2,326 | 179 | 0.01% | 0.01% | 55 | +9 | 0.39% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | New | 1,880 | 145 | 0.0% | — | 56 | +1,880 | New | Q1 2026 | May 14, 2026 |
| Crews Bank & Trust | History | No change | 1,840 | 141 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,622 | 122 | 0.0% | 0.0% | 58 | +91 | 5.94% | Q1 2026 | May 15, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 1,428 | 110 | 0.04% | 0.03% | 59 | +374 | 35.48% | Q1 2026 | Apr 28, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 931 | 75 | 0.01% | 0.0% | 60 | +609 | 189.13% | Q1 2026 | May 06, 2026 |
| CWM, LLC | History | No change | 965 | 74 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | No change | 905 | 69 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 824 | 62 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 800 | 61 | 0.0% | — | 64 | +800 | New | Q1 2026 | May 01, 2026 |
| PRIVATE TRUST CO NA | History | No change | 635 | 48 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Western Wealth Management, LLC | History | New | 585 | 45 | 0.0% | — | 67 | +585 | New | Q1 2026 | May 19, 2026 |
| BlackRock, Inc. | History | No change | 590 | 45 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 565 | 43 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 414 | 31 | 0.0% | 0.0% | 69 | -129 | -23.76% | Q1 2026 | May 08, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 336 | 25 | 0.0% | 0.0% | 70 | +176 | 110.0% | Q1 2026 | Apr 27, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 300 | 23 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | New | 225 | 17 | 0.0% | — | 75 | +225 | New | Q1 2026 | May 15, 2026 |
| Networth Advisors, LLC | History | Reduced | 223 | 17 | 0.01% | 0.02% | 74 | -68 | -23.37% | Q1 2026 | Apr 22, 2026 |
| Global Retirement Partners, LLC | History | No change | 229 | 17 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Tidemark, LLC | History | No change | 223 | 17 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BLAIR WILLIAM & CO/IL | History | New | 200 | 15 | 0.0% | — | 76 | +200 | New | Q1 2026 | May 08, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 143 | 11 | 0.0% | 0.0% | 78 | +1 | 0.7% | Q1 2026 | Apr 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 144 | 11 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Triumph Capital Management | History | No change | 154 | 11 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 120 | 9 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Geneos Wealth Management Inc. | History | No change | 126 | 9 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 100 | 7 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| JPMORGAN CHASE & CO | History | No change | 84 | 6 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 56 | 4 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sterling Capital Management LLC | History | Reduced | 13 | 1 | 0.0% | 0.0% | 85 | -4 | -23.53% | Q1 2026 | Apr 22, 2026 |
| New Millennium Group LLC | History | No change | 26 | 1 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Belpointe Asset Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,824 | -100.0% | Q1 2026 | Apr 28, 2026 |
| FLP Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.65% | — | -3,642 | -100.0% | Q1 2026 | Apr 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,470 | -100.0% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,335 | -100.0% | Q1 2026 | May 04, 2026 |
| Slagle Financial, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -3,029 | -100.0% | Q1 2026 | May 01, 2026 |
| FSA Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.15% | — | -2,830 | -100.0% | Q1 2026 | May 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,099 | -100.0% | Q1 2026 | Apr 28, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -68 | -100.0% | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | Added to | 4 | 0 | — | — | — | +2 | 100.0% | Q1 2026 | Apr 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 11, 2026 |
| ASSETMARK, INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |