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

$80.54 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
46
Total
Institutional Inflows
(last 12 months)
$26.82M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$8.42M
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WDIV Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
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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%
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%
8/15/2025Ameriprise Financial Inc.40,433$2.98M0.0%-9.9%1.313%
8/14/2025Jane Street Group LLC6,314$445K0.0%-38.8%0.205%
8/14/2025Raymond James Financial Inc.16,738$1.18M0.0%-1.9%0.543%
8/12/2025Prudential PLC59,624$4.21M0.0%+77.7%1.936%
8/11/2025Slagle Financial LLC3,449$243K0.1%-7.1%0.112%
8/8/2025WealthShield Partners LLC18,196$1.28M0.2%+2.8%0.592%
8/6/2025AE Wealth Management LLC322,902$22.78M0.2%-2.9%10.501%
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8/4/2025Crescent Sterling Ltd.6,323$446K0.5%-17.4%0.206%
8/4/2025Buckhead Capital Management LLC3,666$259K0.1%+5.6%0.119%
8/1/2025Envestnet Asset Management Inc.16,432$1.16M0.0%-5.6%0.534%
7/31/2025Richards Merrill & Peterson Inc.8,156$575K0.3%+17.6%0.265%
7/30/2025LifeWealth Investments LLC10,434$736K0.2%+15.5%0.339%
7/29/2025Stratos Wealth Partners LTD.66,159$4.67M0.1%N/A2.152%
7/29/2025Private Trust Co. NA635$45K0.0%+170.2%0.021%
7/22/2025Simplicity Wealth LLC9,984$704K0.0%+67.1%0.324%
7/21/2025Ameritas Advisory Services LLC390$28K0.0%N/A0.013%
7/18/2025B.O.S.S. Retirement Advisors LLC35,281$2.49M0.6%-10.0%1.147%


WDIV Institutional Ownership - Frequently Asked Questions

During the previous two years, 69 institutional investors and hedge funds held shares of SPDR S&P Global Dividend ETF. The most heavily invested institutionals were AE Wealth Management LLC ($26.01M), LPL Financial LLC ($9.72M), Bank of America Corp DE ($6.83M), State Street Corp ($4.80M), Stratos Wealth Partners LTD. ($4.67M), Prudential PLC ($4.21M), and KKM Financial LLC ($4.16M).Learn more on SPDR S&P Global Dividend ETF's institutional investors.

Of the 56 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: Stratos Wealth Partners LTD. ($66.16K), Corient Private Wealth LLC ($57.92K), KKM Financial LLC ($55.15K), Raymond James Financial Inc. ($45.58K), B.O.S.S. Retirement Advisors LLC ($40.17K), AE Wealth Management LLC ($40.15K), and Prudential PLC ($38.27K).

Institutional investors have bought a total of 367,459 shares in the last 24 months. This purchase volume represents approximately $26.82M in transactions.

Of the 22 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 ($32.67K), Bank of America Corp DE ($19.27K), Wealth Enhancement Advisory Services LLC ($12.55K), AE Wealth Management LLC ($9.50K), UBS Group AG ($5.82K), Susquehanna International Group LLP ($5.11K), and Ameriprise Financial Inc. ($4.44K).

Institutional investors have sold a total of 115,480 shares in the last 24 months. This volume of shares sold represents approximately $8.42M in transactions.


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This page (NYSEARCA:WDIV) was last updated on 7/5/2026 by MarketBeat.com Staff.
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