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 | 246,742 | 19,716 | 0.09% | 0.11% | 1 | -8,083 | -3.17% | Q2 2026 | Aug 03, 2026 |
| LPL Financial LLC | History | Added to | 130,841 | 10,455 | 0.0% | 0.0% | 2 | +133 | 0.1% | Q2 2026 | Aug 07, 2026 |
| Kingsview Wealth Management, LLC | History | New | 118,640 | 9,480 | 0.11% | — | 3 | +118,640 | New | Q2 2026 | Aug 18, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 116,218 | 9,286 | 0.0% | 0.0% | 4 | +27,744 | 31.36% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Reduced | 111,605 | 8,918 | 0.0% | 0.0% | 5 | -7,028 | -5.92% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 87,600 | 6,999 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Corient Private Wealth LP | History | Reduced | 50,575 | 4,041 | 0.01% | 0.01% | 7 | -374 | -0.73% | Q2 2026 | Aug 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 49,333 | 3,942 | 0.0% | 0.0% | 8 | +7,668 | 18.4% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 38,095 | 3,044 | 0.0% | 0.0% | 9 | -599 | -1.55% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Advisors, LLC | History | No change | 35,593 | 2,844 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 29,426 | 2,351 | 0.0% | 0.0% | 11 | -1,330 | -4.32% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | Reduced | 29,017 | 2,318 | 0.0% | 0.0% | 12 | -1,114 | -3.7% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | Added to | 25,059 | 2,002 | 0.0% | 0.0% | 13 | +9,161 | 57.62% | Q2 2026 | Aug 03, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 19,716 | 1,575 | 0.0% | 0.0% | 14 | +31 | 0.16% | Q2 2026 | Aug 13, 2026 |
| Seneca Financial Advisors LLC | History | Added to | 18,419 | 1,471 | 0.38% | 0.41% | 15 | +122 | 0.67% | Q2 2026 | Jul 27, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 16,080 | 1,284 | 0.05% | 0.06% | 16 | +34 | 0.21% | Q2 2026 | Jul 27, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Added to | 15,725 | 1,256 | 0.4% | 0.41% | 17 | +1,153 | 7.91% | Q2 2026 | Jul 16, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 15,192 | 1,213 | 0.0% | 0.0% | 18 | +24 | 0.16% | Q2 2026 | Sep 23, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 13,751 | 1,098 | 0.0% | 0.0% | 19 | +34 | 0.25% | Q2 2026 | Jul 28, 2026 |
| Key Capital Management, INC | History | Added to | 13,448 | 1,074 | 0.55% | 0.61% | 20 | +1,411 | 11.72% | Q2 2026 | Jul 27, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 12,365 | 988 | 0.0% | 0.0% | 21 | -168 | -1.34% | Q2 2026 | Aug 14, 2026 |
| Crescent Sterling, Ltd. | History | Added to | 10,385 | 829 | 0.74% | 0.74% | 22 | +491 | 4.96% | Q2 2026 | Jul 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 9,748 | 792 | 0.0% | 0.0% | 23 | -295 | -2.94% | Q2 2026 | Jul 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 8,740 | 698 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LifeWealth Investments, LLC | History | Reduced | 7,052 | 563 | 0.15% | 0.17% | 25 | -277 | -3.78% | Q2 2026 | Jul 16, 2026 |
| Simplicity Wealth,LLC | History | Added to | 6,661 | 532 | 0.02% | 0.03% | 26 | +362 | 5.75% | Q2 2026 | Aug 06, 2026 |
| Compagnie Lombard Odier SCmA | History | Reduced | 6,285 | 502 | 0.01% | 0.01% | 27 | -585 | -8.52% | Q2 2026 | Jul 29, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 5,885 | 470 | 0.0% | — | 28 | +5,885 | New | Q2 2026 | Aug 14, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Reduced | 5,667 | 452 | 0.12% | 0.15% | 29 | -853 | -13.08% | Q2 2026 | Jul 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 5,453 | 435 | 0.0% | 0.0% | 30 | +2,385 | 77.74% | Q2 2026 | Aug 14, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 5,067 | 404 | 0.31% | 0.35% | 31 | -88 | -1.71% | Q2 2026 | Jul 24, 2026 |
| Cetera Investment Advisers | History | Reduced | 4,803 | 383 | 0.0% | 0.0% | 32 | -355 | -6.88% | Q2 2026 | Aug 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 4,756 | 380 | 0.0% | 0.0% | 33 | -76 | -1.57% | Q2 2026 | Aug 14, 2026 |
| Allie Family Office LLC | History | No change | 4,455 | 355 | 0.13% | 0.15% | 34 | 0 | 0.0% | Q2 2026 | Oct 02, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,273 | 341 | 0.0% | 0.0% | 35 | +1,550 | 56.92% | Q2 2026 | Jul 17, 2026 |
| BUCKHEAD CAPITAL MANAGEMENT LLC | History | Added to | 4,190 | 334 | 0.11% | 0.12% | 36 | +1 | 0.02% | Q2 2026 | Aug 06, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 3,999 | 319 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Reduced | 3,686 | 294 | 0.0% | 0.0% | 38 | -1,999 | -35.16% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 3,590 | 287 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 3,313 | 264 | 0.0% | 0.0% | 40 | -152 | -4.39% | Q2 2026 | Jul 28, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 3,232 | 258 | 0.0% | — | 41 | +3,232 | New | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 3,136 | 251 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Richardson Capital Management LLC | History | No change | 3,086 | 246 | 0.11% | 0.11% | 43 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 3,008 | 240 | 0.0% | 0.0% | 44 | -11 | -0.36% | Q2 2026 | Aug 13, 2026 |
| Accordant Advisory Group Inc | History | Reduced | 2,987 | 238 | 0.16% | 0.14% | 45 | -35 | -1.16% | Q2 2026 | Jul 27, 2026 |
| Private Advisor Group, LLC | History | Added to | 2,867 | 229 | 0.0% | 0.0% | 46 | +30 | 1.06% | Q2 2026 | Jul 27, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 2,811 | 224 | 0.06% | 0.06% | 47 | +39 | 1.41% | Q2 2026 | Aug 07, 2026 |
| FLP Wealth Management, LLC | History | New | 2,751 | 219 | 0.39% | — | 48 | +2,751 | New | Q2 2026 | Jul 28, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 2,642 | 211 | 0.0% | 0.0% | 49 | +21 | 0.8% | Q2 2026 | Aug 12, 2026 |
| Centennial Advisors, LLC | History | Reduced | 2,515 | 200 | 0.24% | 0.26% | 50 | -187 | -6.92% | Q2 2026 | Jul 27, 2026 |
| Larson Financial Group LLC | History | Added to | 2,356 | 188 | 0.0% | 0.01% | 51 | +30 | 1.29% | Q2 2026 | Aug 14, 2026 |
| Key FInancial Inc | History | No change | 2,335 | 186 | 0.03% | 0.03% | 52 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 1,892 | 151 | 0.06% | 0.06% | 53 | -880 | -31.75% | Q2 2026 | Aug 07, 2026 |
| BARCLAYS PLC | History | No change | 1,880 | 150 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Added to | 1,832 | 146 | 0.0% | 0.0% | 55 | +927 | 102.43% | Q2 2026 | Aug 13, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 1,642 | 135 | 0.02% | — | 56 | +1,642 | New | Q2 2026 | Aug 12, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 1,625 | 129 | 0.04% | 0.04% | 57 | +197 | 13.8% | Q2 2026 | Jul 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 1,505 | 120 | 0.0% | 0.0% | 58 | -117 | -7.21% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | New | 1,444 | 115 | 0.0% | — | 59 | +1,444 | New | Q2 2026 | Aug 14, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 948 | 78 | 0.01% | 0.01% | 60 | +17 | 1.83% | Q2 2026 | Jul 29, 2026 |
| CWM, LLC | History | No change | 965 | 74 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 789 | 63 | 0.0% | 0.0% | 62 | -11 | -1.38% | Q2 2026 | Aug 05, 2026 |
| PRIVATE TRUST CO NA | History | No change | 635 | 50 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BlackRock, Inc. | History | No change | 590 | 47 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 565 | 45 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 414 | 33 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 384 | 30 | 0.0% | 0.0% | 67 | +48 | 14.29% | Q2 2026 | Jul 22, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 300 | 23 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Montgomery Financial Services LLC | History | New | 244 | 19 | 0.02% | — | 69 | +244 | New | Q2 2026 | Aug 12, 2026 |
| Networth Advisors, LLC | History | Added to | 229 | 18 | 0.01% | 0.01% | 70 | +6 | 2.69% | Q2 2026 | Jul 22, 2026 |
| Tidemark, LLC | History | No change | 223 | 17 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 200 | 15 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | New | 159 | 12 | 0.01% | — | 74 | +159 | New | Q2 2026 | Aug 07, 2026 |
| Triumph Capital Management | History | No change | 154 | 12 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 145 | 11 | 0.0% | 0.0% | 76 | +2 | 1.4% | Q2 2026 | Jul 23, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 144 | 11 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 129 | 10 | 0.0% | 0.0% | 77 | +3 | 2.38% | Q2 2026 | Aug 06, 2026 |
| FAS Wealth Partners, Inc. | History | Added to | 121 | 9 | 0.0% | 0.0% | 78 | +1 | 0.83% | Q2 2026 | Jul 29, 2026 |
| JPMORGAN CHASE & CO | History | No change | 84 | 6 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 56 | 4 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Aptus Capital Advisors, LLC | History | New | 22 | 1 | 0.0% | — | 82 | +22 | New | Q2 2026 | Aug 12, 2026 |
| CoreCap Advisors, LLC | History | New | 22 | 1 | 0.0% | — | 83 | +22 | New | Q2 2026 | Jul 06, 2026 |
| Sterling Capital Management LLC | History | No change | 13 | 1 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -58,802 | -100.0% | Q2 2026 | Aug 14, 2026 |
| KKM Financial LLC | History | Closed out | 0 | 0 | — | 0.74% | — | -55,145 | -100.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,373 | -100.0% | Q2 2026 | Aug 14, 2026 |
| WealthShield Partners, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -19,156 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.05% | — | -9,400 | -100.0% | Q2 2026 | Aug 04, 2026 |
| GLENMEDE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.0% | — | -2,179 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Crews Bank & Trust | History | Closed out | 0 | 0 | — | 0.02% | — | -1,840 | -100.0% | Q2 2026 | Jul 16, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -225 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Medallion Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q2 2026 | Jul 20, 2026 |
| ASSETMARK, INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |