Free Trial

SPDR S&P Global Dividend ETF (WDIV) Institutional Ownership

$82.52 +0.70 (+0.85%)
As of 11:09 AM Eastern
This is a fair market value price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for SPDR S&P Global Dividend ETF (NYSEARCA:WDIV)

Number of
Institutional Buyers
(last 12 months)
48
Total
Institutional Inflows
(last 12 months)
$68.52M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$4.94M
Get WDIV Insider Trade Alerts

Want to know when executives and insiders are buying or selling SPDR S&P Global Dividend ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

WDIV Institutional Buying and Selling by Quarter

SPDR S&P Global Dividend ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/8/2026Farther Finance Advisors LLC21,999$1.79M0.0%+18.5%0.647%
9/23/2026Envestnet Portfolio Solutions Inc.2,792$223K0.0%N/A0.082%
9/23/2026Envestnet Asset Management Inc.481,977$38.52M0.0%+3,077.6%14.176%
9/9/2026NorthRock Partners LLC28,534$2.28M0.0%N/A0.857%
9/9/2026Integrated Wealth Concepts LLC855$68K0.0%N/A0.026%
9/9/2026NewEdge Advisors LLC91,875$7.34M0.0%+2,296,775.0%2.759%
9/9/2026IFP Advisors Inc15,452$1.24M0.0%N/A0.464%
9/2/2026Citadel Advisors LLC33,830$2.70M0.0%N/A1.016%
8/27/2026Corient Private Wealth LP50,575$4.04M0.0%-0.7%1.519%
8/25/2026January Capital Advisors LLC4,719$377K0.3%N/A0.142%
8/23/2026Ameritas Advisory Services LLC1,444$115K0.0%N/A0.043%
8/22/2026Compass Financial Management LLC1,642$136K0.0%N/A0.049%
8/22/2026Tenet Wealth Partners LLC8,623$689K0.5%N/A0.259%
8/21/2026Continuum Advisory LLC739$59K0.0%N/A0.022%
8/20/2026Orgel Wealth Management LLC3,727$298K0.0%N/A0.112%
8/12/2026Compass Financial Management LLC1,642$136K0.0%N/A0.049%
7/7/2026Crescent Sterling Ltd.10,385$830K0.7%+5.0%0.315%
5/26/2026Glenmede Trust Co. NA2,179$168K0.0%N/A0.066%
5/19/2026Western Wealth Management LLC585$45K0.0%N/A0.018%
5/19/2026Bank of America Corp DE88,474$6.83M0.0%-4.7%2.681%
5/13/2026Cetera Investment Advisers5,158$398K0.0%-8.7%0.156%
5/6/2026Cornerstone Planning Group LLC931$75K0.0%+189.1%0.028%
5/1/2026Fifth Third Bancorp800$62K0.0%N/A0.024%
5/1/2026WealthShield Partners LLC19,156$1.48M0.2%+0.7%0.580%
5/1/2026Simplicity Wealth LLC6,299$486K0.0%-9.7%0.191%
4/30/2026Kestra Advisory Services LLC3,465$267K0.0%+5.7%0.105%
4/28/2026Ascentis Independent Advisors9,400$725K0.1%+101.7%0.285%
4/28/2026B.O.S.S. Retirement Advisors LLC6,520$503K0.2%-30.0%0.198%
4/28/2026Raleigh Capital Management Inc.1,428$110K0.0%+35.5%0.043%
4/22/2026Seneca Financial Advisors LLC18,297$1.41M0.4%-10.9%0.568%
4/21/2026LifeWealth Investments LLC7,329$565K0.2%-25.4%0.228%
4/18/2026Richards Merrill & Peterson Inc.14,572$1.12M0.4%+24.6%0.453%
3/17/2026Rockefeller Capital Management L.P.3,043$230K0.0%+13.8%0.097%
3/9/2026Corient Private Wealth LLC50,924$3.84M0.0%-1.7%1.617%
2/19/2026Corient Private Wealth LLC50,924$3.84M0.0%-1.7%1.617%
2/18/2026KKM Financial LLC55,145$4.16M0.7%N/A1.751%
2/17/2026Cetera Investment Advisers5,648$426K0.0%-4.8%0.179%
2/17/2026Captrust Financial Advisors19,698$1.49M0.0%-9.2%0.625%
2/16/2026MML Investors Services LLC3,335$252K0.0%+10.0%0.106%
2/16/2026Mariner LLC32,288$2.44M0.0%+13.5%1.025%
Undiscovered Sub-$1 Gold-Silver Royalty Stock Takes Flight (Ad)

A small-cap gold and silver royalty company is generating record revenue from producing mines, yet shares still trade under 1 dollar. It just signed the largest transaction in its history, a new gold streaming deal backed by a strategic relationship with a major mining investment firm. A well-known sector financier has invested his own money and joins the CEO in an exclusive interview breaking down the full story.tc pixel

Click here for instant access to the free report now
2/13/2026Kestra Advisory Services LLC3,278$247K0.0%N/A0.104%
2/13/2026State Street Corp63,600$4.80M0.0%+119.3%2.019%
2/11/2026LPL Financial LLC128,830$9.72M0.0%+2.5%4.090%
2/6/2026Lloyd Advisory Services LLC.359$27K0.0%N/A0.011%
2/6/2026Kingdom Financial Group LLC.3,978$300K0.1%N/A0.126%
2/3/2026WealthShield Partners LLC19,022$1.44M0.2%+3.5%0.604%
2/2/2026Truist Financial Corp14,625$1.10M0.0%+5.2%0.464%
2/2/2026FSA Advisors Inc.2,830$214K0.0%N/A0.090%
2/2/2026B.O.S.S. Retirement Advisors LLC9,319$703K0.2%-69.2%0.296%
2/2/2026Cornerstone Planning Group LLC322$25K0.0%N/A0.010%
1/29/2026Quest 10 Wealth Builders Inc.6,835$516K0.5%-3.8%0.212%
1/27/2026Richards Merrill & Peterson Inc.11,692$882K0.3%+20.0%0.363%
1/26/2026Seneca Financial Advisors LLC20,527$1.55M0.5%-2.0%0.637%
1/26/2026LifeWealth Investments LLC9,823$741K0.2%-6.5%0.305%
1/26/2026AE Wealth Management LLC344,755$26.01M0.1%+2.4%10.707%
1/26/2026Key Capital Management INC13,876$1.05M1.0%N/A0.431%
1/26/2026Slagle Financial LLC3,029$229K0.1%-7.9%0.094%
1/23/2026Farther Finance Advisors LLC2,932$221K0.0%-15.6%0.091%
1/22/2026Accordant Advisory Group Inc2,267$171K0.1%+68.1%0.070%
1/22/2026Centennial Advisors LLC4,248$321K0.4%N/A0.132%
1/21/2026Raleigh Capital Management Inc.1,054$80K0.0%N/A0.033%
1/21/2026Flagship Harbor Advisors LLC1,099$83K0.0%N/A0.034%
1/20/2026FLP Wealth Management LLC3,923$275K0.3%+11.3%0.122%
1/8/2026Wealth Enhancement Advisory Services LLC21,034$1.61M0.0%+11.0%0.657%
1/7/2026Crescent Sterling Ltd.7,672$579K0.6%+18.5%0.240%
11/21/2025CIBC Bancorp USA Inc.3,999$291K0.0%N/A0.129%
11/19/2025Captrust Financial Advisors21,684$1.58M0.0%-0.7%0.699%
11/17/2025Susquehanna International Group LLP22,191$1.61M0.0%-18.7%0.716%
11/17/2025Mariner LLC28,458$2.07M0.0%+4.5%0.918%
11/17/2025Citadel Advisors LLC3,620$263K0.0%N/A0.117%
11/17/2025Bank of America Corp DE91,316$6.64M0.0%-4.3%2.946%
11/17/2025Ameriprise Financial Inc.41,969$3.05M0.0%+3.8%1.354%
11/14/2025Raymond James Financial Inc.24,008$1.75M0.0%+43.4%0.774%
11/14/2025Brown Brothers Harriman & Co.8,740$635K0.0%N/A0.282%
11/13/2025UBS Group AG10,951$796K0.0%-34.7%0.353%
11/13/2025Private Advisor Group LLC2,811$204K0.0%N/A0.091%
11/6/2025Ameritas Advisory Services LLC1,409$102K0.0%+261.3%0.045%
11/6/2025Slagle Financial LLC3,290$239K0.1%-4.6%0.106%
11/5/2025Key Financial Inc2,335$171K0.0%+13.7%0.075%
11/5/2025B.O.S.S. Retirement Advisors LLC30,294$2.20M0.5%-14.1%0.977%
11/5/2025Envestnet Asset Management Inc.16,079$1.17M0.0%-2.1%0.519%
11/4/2025Jones Financial Companies Lllp1,259$91K0.0%+135.8%0.041%
11/3/2025AE Wealth Management LLC336,822$24.49M0.2%+4.3%10.865%
11/3/2025Truist Financial Corp13,898$1.01M0.0%-1.5%0.448%
10/31/2025WealthShield Partners LLC18,377$1.34M0.2%+1.0%0.593%
10/30/2025Simplicity Wealth LLC7,010$510K0.0%-29.8%0.226%
10/29/2025Wealth Enhancement Advisory Services LLC18,943$1.38M0.0%-2.2%0.611%
10/23/2025Seneca Financial Advisors LLC20,939$1.52M0.5%-2.0%0.675%
10/22/2025Accordant Advisory Group Inc1,349$98K0.1%N/A0.044%
10/20/2025Quest 10 Wealth Builders Inc.7,108$517K0.5%-9.2%0.229%
Trump’s issues shocking Executive Order on U.S. Dollar (Ad)

Three days into his second term, President Trump signed Executive Order 14178 a move the press barely covered. Buried inside is what some call the legal groundwork for the biggest change to American money in over a century, with a key Treasury vote potentially as soon as January 18. Ian King, Chief Strategist at Strategic Fortunes, breaks down what the order could mean for the dollar and the financial system.tc pixel

Read the full breakdown of Executive Order 14178 now
10/16/2025Richards Merrill & Peterson Inc.9,742$708K0.3%+19.4%0.314%
10/15/2025FLP Wealth Management LLC3,344$256K0.3%-5.3%0.108%
10/15/2025Crescent Sterling Ltd.6,473$471K0.5%+2.4%0.209%
10/14/2025Farther Finance Advisors LLC3,474$253K0.0%-4.7%0.112%
9/26/2025Corient Private Wealth LLC58,188$4.11M0.0%-0.5%1.889%
9/4/2025Osaic Holdings Inc.3,908$276K0.0%+28.2%0.127%
8/27/2025Seneca Financial Advisors LLC21,365$1.51M0.6%+0.9%0.694%
8/15/2025Corient Private Wealth LLC116,376$8.21M0.0%+99.1%3.778%
8/15/2025Captrust Financial Advisors21,828$1.54M0.0%+15.4%0.709%
8/15/2025Bank of America Corp DE95,450$6.73M0.0%-10.1%3.099%


WDIV Institutional Ownership - Frequently Asked Questions

During the previous two years, 79 institutional investors and hedge funds held shares of SPDR S&P Global Dividend ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($38.52M), AE Wealth Management LLC ($26.01M), LPL Financial LLC ($9.72M), NewEdge Advisors LLC ($7.34M), Bank of America Corp DE ($6.83M), State Street Corp ($4.80M), and Stratos Wealth Partners LTD. ($4.67M).Learn more on SPDR S&P Global Dividend ETF's institutional investors.

Of the 65 institutional investors that purchased SPDR S&P Global Dividend ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($466.81K), NewEdge Advisors LLC ($91.87K), Stratos Wealth Partners LTD. ($66.16K), Corient Private Wealth LLC ($57.92K), KKM Financial LLC ($55.15K), Raymond James Financial Inc. ($45.58K), and B.O.S.S. Retirement Advisors LLC ($40.17K).

Institutional investors have bought a total of 870,102 shares in the last 24 months. This purchase volume represents approximately $68.52M in transactions.

Of the 17 institutional investors that sold SPDR S&P Global Dividend ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: B.O.S.S. Retirement Advisors LLC ($28.76K), Bank of America Corp DE ($8.49K), UBS Group AG ($5.82K), Susquehanna International Group LLP ($5.11K), Simplicity Wealth LLC ($3.65K), LifeWealth Investments LLC ($3.18K), and Seneca Financial Advisors LLC ($3.07K).

Institutional investors have sold a total of 66,113 shares in the last 24 months. This volume of shares sold represents approximately $4.94M in transactions.



Institutional ownership data for NYSEARCA:WDIV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/8/2026. New 13F filings are added each quarter as they're published.
From Our Partners