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 | Added to | 344,755 | 26,010 | 0.15% | 0.16% | 1 | +7,933 | 2.36% | Q4 2025 | Jan 26, 2026 |
| LPL Financial LLC | History | Added to | 128,830 | 9,719 | 0.0% | 0.0% | 2 | +3,178 | 2.53% | Q4 2025 | Feb 11, 2026 |
| MORGAN STANLEY | History | Added to | 109,700 | 8,276 | 0.0% | 0.0% | 3 | +17,971 | 19.59% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 92,834 | 7,003 | 0.0% | 0.0% | 4 | +1,518 | 1.66% | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Added to | 63,600 | 4,798 | 0.0% | 0.0% | 5 | +34,600 | 119.31% | Q4 2025 | Feb 13, 2026 |
| KKM Financial LLC | History | New | 55,145 | 4,160 | 0.74% | — | 6 | +55,145 | New | Q4 2025 | Feb 18, 2026 |
| Corient Private Wealth LLC | History | Reduced | 50,924 | 3,842 | 0.01% | 0.01% | 7 | -902 | -1.74% | Q4 2025 | Mar 09, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 39,046 | 2,945 | 0.0% | 0.0% | 8 | -2,923 | -6.96% | Q4 2025 | Feb 17, 2026 |
| Wealthspire Advisors, LLC | History | No change | 35,593 | 2,685 | 0.02% | 0.01% | 9 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 34,147 | 2,576 | 0.0% | 0.0% | 10 | +10,139 | 42.23% | Q4 2025 | Feb 18, 2026 |
| Mariner, LLC | History | Added to | 32,288 | 2,436 | 0.0% | 0.0% | 11 | +3,830 | 13.46% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 30,693 | 2,316 | 0.0% | — | 12 | +30,693 | New | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 21,034 | 1,607 | 0.0% | 0.0% | 13 | +2,091 | 11.04% | Q4 2025 | Jan 08, 2026 |
| Seneca Financial Advisors LLC | History | Reduced | 20,527 | 1,548 | 0.47% | 0.5% | 14 | -412 | -1.97% | Q4 2025 | Jan 26, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 19,698 | 1,486 | 0.0% | 0.0% | 15 | -1,986 | -9.16% | Q4 2025 | Feb 17, 2026 |
| WealthShield Partners, LLC | History | Added to | 19,022 | 1,435 | 0.16% | 0.15% | 16 | +645 | 3.51% | Q4 2025 | Feb 03, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 17,283 | 1,303 | 0.0% | 0.0% | 17 | +1,204 | 7.49% | Q4 2025 | Feb 10, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 14,625 | 1,103 | 0.0% | 0.0% | 18 | +727 | 5.23% | Q4 2025 | Feb 02, 2026 |
| Key Capital Management, INC | History | New | 13,876 | 1,046 | 1.04% | — | 19 | +13,876 | New | Q4 2025 | Jan 26, 2026 |
| CITIGROUP INC | History | Added to | 12,026 | 907 | 0.0% | 0.0% | 20 | +3,788 | 45.98% | Q4 2025 | Feb 13, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Added to | 11,692 | 882 | 0.34% | 0.31% | 21 | +1,950 | 20.02% | Q4 2025 | Jan 27, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 9,823 | 741 | 0.23% | 0.25% | 22 | -688 | -6.55% | Q4 2025 | Jan 26, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Reduced | 9,319 | 703 | 0.22% | 0.53% | 23 | -20,975 | -69.24% | Q4 2025 | Feb 02, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 8,740 | 659 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Crescent Sterling, Ltd. | History | Added to | 7,672 | 578 | 0.59% | 0.49% | 25 | +1,199 | 18.52% | Q4 2025 | Jan 07, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 6,972 | 526 | 0.03% | 0.03% | 26 | -38 | -0.54% | Q4 2025 | Jan 30, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 6,835 | 515 | 0.46% | 0.48% | 27 | -273 | -3.84% | Q4 2025 | Jan 29, 2026 |
| Cetera Investment Advisers | History | Reduced | 5,648 | 426 | 0.0% | 0.0% | 28 | -285 | -4.8% | Q4 2025 | Feb 17, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 5,045 | 380 | 0.0% | 0.01% | 29 | +48 | 0.96% | Q4 2025 | Feb 10, 2026 |
| Golden State Equity Partners | History | No change | 4,660 | 351 | 0.06% | 0.06% | 30 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| UBS Group AG | History | Reduced | 4,619 | 348 | 0.0% | 0.0% | 31 | -6,332 | -57.82% | Q4 2025 | Jan 29, 2026 |
| Allie Family Office LLC | History | No change | 4,455 | 336 | 0.16% | 0.15% | 32 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Centennial Advisors, LLC | History | New | 4,248 | 320 | 0.42% | — | 33 | +4,248 | New | Q4 2025 | Jan 22, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 3,999 | 301 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kingdom Financial Group LLC. | History | New | 3,978 | 300 | 0.09% | — | 35 | +3,978 | New | Q4 2025 | Feb 06, 2026 |
| Belpointe Asset Management LLC | History | New | 3,824 | 288 | 0.01% | — | 36 | +3,824 | New | Q4 2025 | Jan 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 3,783 | 285 | 0.0% | 0.0% | 37 | -40 | -1.05% | Q4 2025 | Feb 17, 2026 |
| BUCKHEAD CAPITAL MANAGEMENT LLC | History | No change | 3,666 | 276 | 0.1% | 0.1% | 38 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FLP Wealth Management, LLC | History | Added to | 3,923 | 274 | 0.65% | 0.72% | 39 | +399 | 11.32% | Q4 2025 | Jan 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 3,571 | 269 | 0.0% | 0.0% | 40 | -1,338 | -27.26% | Q4 2025 | Feb 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 3,470 | 261 | 0.0% | 0.0% | 41 | -18,721 | -84.36% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 3,335 | 251 | 0.0% | 0.0% | 42 | +304 | 10.03% | Q4 2025 | Feb 13, 2026 |
| Kestra Advisory Services, LLC | History | New | 3,278 | 247 | 0.0% | — | 43 | +3,278 | New | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 3,136 | 237 | 0.0% | 0.0% | 44 | -5 | -0.16% | Q4 2025 | Feb 11, 2026 |
| Richardson Capital Management LLC | History | No change | 3,086 | 232 | 0.12% | 0.11% | 45 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 3,043 | 229 | 0.0% | 0.0% | 46 | +369 | 13.8% | Q4 2025 | Mar 16, 2026 |
| Slagle Financial, LLC | History | Reduced | 3,029 | 228 | 0.08% | 0.09% | 47 | -261 | -7.93% | Q4 2025 | Jan 26, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,932 | 221 | 0.0% | 0.0% | 48 | -542 | -15.6% | Q4 2025 | Jan 23, 2026 |
| FSA Advisors, Inc. | History | New | 2,830 | 213 | 0.15% | — | 50 | +2,830 | New | Q4 2025 | Feb 02, 2026 |
| Private Advisor Group, LLC | History | Added to | 2,828 | 213 | 0.0% | 0.0% | 49 | +17 | 0.6% | Q4 2025 | Feb 17, 2026 |
| Key FInancial Inc | History | No change | 2,335 | 176 | 0.03% | 0.03% | 51 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Larson Financial Group LLC | History | Added to | 2,317 | 174 | 0.01% | 0.01% | 52 | +16 | 0.7% | Q4 2025 | Feb 06, 2026 |
| Accordant Advisory Group Inc | History | Added to | 2,267 | 171 | 0.12% | 0.07% | 53 | +918 | 68.05% | Q4 2025 | Jan 22, 2026 |
| Crews Bank & Trust | History | No change | 1,840 | 138 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,531 | 115 | 0.0% | 0.0% | 55 | +272 | 21.6% | Q4 2025 | Feb 17, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 1,099 | 82 | 0.0% | — | 56 | +1,099 | New | Q4 2025 | Jan 21, 2026 |
| Raleigh Capital Management Inc. | History | New | 1,054 | 79 | 0.03% | — | 57 | +1,054 | New | Q4 2025 | Jan 21, 2026 |
| CWM, LLC | History | No change | 965 | 73 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| FMR LLC | History | Added to | 905 | 68 | 0.0% | 0.0% | 59 | +40 | 4.62% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | No change | 824 | 62 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PRIVATE TRUST CO NA | History | No change | 635 | 47 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BlackRock, Inc. | History | No change | 590 | 44 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 565 | 42 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 543 | 40 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 359 | 27 | 0.01% | — | 65 | +359 | New | Q4 2025 | Feb 06, 2026 |
| Cornerstone Planning Group LLC | History | New | 322 | 25 | 0.0% | — | 66 | +322 | New | Q4 2025 | Feb 02, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 300 | 22 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Networth Advisors, LLC | History | New | 291 | 21 | 0.02% | — | 68 | +291 | New | Q4 2025 | Jan 22, 2026 |
| Global Retirement Partners, LLC | History | Added to | 229 | 17 | 0.0% | 0.0% | 69 | +2 | 0.88% | Q4 2025 | Feb 06, 2026 |
| Tidemark, LLC | History | No change | 223 | 16 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 160 | 12 | 0.0% | 0.0% | 71 | +9 | 5.96% | Q4 2025 | Feb 03, 2026 |
| Triumph Capital Management | History | New | 154 | 11 | 0.0% | — | 72 | +154 | New | Q4 2025 | Feb 12, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 142 | 10 | 0.0% | 0.0% | 74 | +2 | 1.43% | Q4 2025 | Jan 20, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 144 | 10 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 126 | 9 | 0.0% | 0.0% | 76 | -52 | -29.21% | Q4 2025 | Jan 28, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 120 | 9 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 84 | 6 | 0.0% | 0.0% | 77 | -1 | -1.18% | Q4 2025 | Feb 11, 2026 |
| NewEdge Advisors, LLC | History | No change | 68 | 5 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 56 | 4 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Sterling Capital Management LLC | History | No change | 17 | 1 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| New Millennium Group LLC | History | No change | 26 | 1 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| STIFEL FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,078 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Vantage Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -5,089 | -100.0% | Q3 2025 | Nov 05, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,344 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,620 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,409 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -225 | -100.0% | Q3 2025 | Nov 18, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -94 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Sound Income Strategies, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2025 | Jan 21, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |