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

$63.52 -0.27 (-0.42%)
Closing price 02/21/2025 04:10 PM Eastern
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$63.60 +0.08 (+0.13%)
As of 02/21/2025 04:15 PM Eastern
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Institutional Ownership Changes (13F Filings) for SPDR S&P Global Dividend ETF (NYSEARCA:WDIV)

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$8.97M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$6.50M
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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
2/17/2025 Captrust Financial Advisors18,547$1.15M0.0%-3.6%0.554%
2/17/2025 Bank of America Corp DE115,548$7.17M0.0%-1.5%3.449%
2/17/2025 Ameriprise Financial Inc.96,101$5.97M0.0%+3.0%2.869%
2/14/2025 Jane Street Group LLC3,932$244K0.0%-57.6%0.117%
2/14/2025 Transce3nd LLC1,568$97K0.0%N/A0.047%
2/13/2025 Raymond James Financial Inc.19,157$1.19M0.0%N/A0.572%
2/13/2025 Envestnet Asset Management Inc.17,298$1.07M0.0%-23.3%0.516%
2/13/2025 Prudential PLC21,354$1.33M0.0%-12.9%0.637%
2/11/2025 LPL Financial LLC104,658$6.50M0.0%+3.3%3.124%
2/10/2025 Corient Private Wealth LLC58,460$3.63M0.0%-6.5%1.745%
2/10/2025 Avantax Advisory Services Inc.8,691$540K0.0%-5.8%0.259%
2/10/2025 Farther Finance Advisors LLC3,972$247K0.0%-30.3%0.119%
2/6/2025 Raymond James Financial Inc.19,157$1.19M0.0%N/A0.572%
2/6/2025 Vantage Financial Partners LLC6,546$406K0.1%-9.3%0.195%
2/4/2025 WealthShield Partners LLC17,265$1.07M0.2%+2.5%0.515%
2/4/2025 Wealthspire Advisors LLC35,385$2.20M0.0%+1.1%1.056%
1/29/2025 Authentikos Wealth Advisory LLC7,483$465K0.5%-7.3%0.223%
1/29/2025 Pineridge Advisors LLC609$38K0.0%-29.6%0.018%
1/23/2025 Crews Bank & Trust1,840$114K0.0%N/A0.055%
1/22/2025 Foundations Investment Advisors LLC5,783$359K0.0%-3.1%0.173%
1/21/2025 B.O.S.S. Retirement Advisors LLC40,174$2.49M0.7%+458.7%1.199%
11/15/2024 Jane Street Group LLC9,276$619K0.0%-37.0%0.277%
11/14/2024 Captrust Financial Advisors19,231$1.28M0.0%-1.8%0.574%
11/1/2024 Assetmark Inc.21,567$1.44M0.0%-56.3%0.644%
10/29/2024 Farther Finance Advisors LLC5,701$380K0.0%-4.3%0.170%
10/24/2024 Wealth Enhancement Advisory Services LLC31,349$2.09M0.0%-35.9%0.936%
10/22/2024 Private Advisor Group LLC3,575$238K0.0%-28.4%0.107%
10/21/2024 Foundations Investment Advisors LLC5,967$398K0.0%+10.6%0.178%
10/16/2024 B.O.S.S. Retirement Advisors LLC7,191$480K0.1%N/A0.215%
10/16/2024 Crescent Sterling Ltd.8,147$543K0.5%-4.4%0.243%
10/10/2024 Simplicity Wealth LLC5,964$398K0.0%+32.6%0.178%
8/21/2024 Truist Financial Corp17,800$1.05M0.0%-7.3%0.531%
8/16/2024 Susquehanna International Group LLP55,029$3.25M0.0%+59.5%1.643%
8/13/2024 AE Wealth Management LLC327,339$19.35M0.2%+5.9%9.771%
8/7/2024 Vantage Financial Partners LLC7,312$432K0.1%-18.5%0.218%
8/7/2024 Prudential PLC14,114$834K0.0%-9.4%0.421%
8/2/2024 Larson Financial Group LLC2,291$135K0.0%+1,039.8%0.068%
8/2/2024 Foundations Investment Advisors LLC5,396$319K0.0%-7.6%0.161%
7/31/2024 Farther Finance Advisors LLC5,958$353K0.0%-3.1%0.178%
7/30/2024 Key Financial Inc1,965$116K0.0%+39,200.0%0.059%
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7/26/2024 WealthShield Partners LLC16,223$959K0.1%+2.7%0.484%
7/18/2024 Triad Wealth Partners LLC847$50K0.0%N/A0.025%
7/16/2024 Wealth Enhancement Advisory Services LLC48,933$2.89M0.0%+1.3%1.461%
7/10/2024 Simplicity Wealth LLC4,498$266K0.0%N/A0.134%
5/17/2024 Pineridge Advisors LLC1,078$65K0.0%-33.4%0.032%
5/16/2024 Slagle Financial LLC4,070$244K0.1%-55.9%0.121%
5/8/2024 Avantax Advisory Services Inc.9,908$594K0.0%-10.1%0.296%
5/2/2024 Vantage Financial Partners LLC8,972$538K0.1%-4.2%0.268%
5/1/2024 Private Advisor Group LLC7,592$455K0.0%-5.1%0.227%
4/29/2024Benjamin F. Edwards & Company Inc.2,350$141K0.0%-24.6%0.070%
4/20/2024 KWB Wealth5,480$329K0.0%-25.9%0.164%
4/16/2024 Wealth Enhancement Advisory Services LLC48,286$2.90M0.0%-15.4%1.441%
3/5/2024 Slagle Financial LLC9,220$558K0.1%+100.0%0.236%
3/1/2024 Pineridge Advisors LLC1,618$98K0.0%N/A0.041%
2/14/2024 Mmbg Investment Advisors CO.7,375$446K0.1%N/A0.189%
2/14/2024 Prudential PLC18,338$1.11M0.0%+88.9%0.470%
2/9/2024 Tidemark LLC723$44K0.0%N/A0.019%
2/9/2024 Assetmark Inc.43,633$2.64M0.0%-2.2%1.119%
2/9/2024 Corient Private Wealth LLC76,133$4.60M0.0%-13.0%1.952%
2/8/2024 Foundations Investment Advisors LLC5,975$354K0.0%-29.6%0.153%
2/7/2024 Avantax Advisory Services Inc.11,020$666K0.0%-3.5%0.283%
2/6/2024 Private Advisor Group LLC7,999$484K0.0%-4.9%0.205%
2/6/2024Benjamin F. Edwards & Company Inc.3,115$188K0.0%-12.9%0.080%
2/5/2024 Vantage Financial Partners LLC9,366$566K0.2%N/A0.240%
2/2/2024 Truist Financial Corp13,227$800K0.0%+25.5%0.339%
1/29/2024 Simplicity Wealth LLC3,531$214K0.1%N/A0.091%
1/29/2024 ORG Partners LLC5,672$343K0.1%+1,034.4%0.145%
1/26/2024 B.O.S.S. Retirement Advisors LLC26,043$1.58M0.3%+10.3%0.668%
1/23/2024 WealthShield Partners LLC15,328$927K0.2%+2.1%0.393%
1/18/2024 Altfest L J & Co. Inc.4,459$270K0.0%N/A0.114%
1/16/2024Raymond James Financial Services Advisors Inc.9,132$552K0.0%-32.3%0.234%
1/11/2024 KWB Wealth7,393$447K0.1%-5.9%0.190%
1/8/2024 B.O.S.S. Retirement Advisors LLC23,136$1.40M0.3%-2.0%0.593%
1/8/2024 Baldwin Brothers LLC MA741$45K0.0%N/A0.019%
11/13/2023 LPL Financial LLC84,819$4.63M0.0%+15.6%2.175%
11/13/2023 Prudential PLC9,708$530K0.0%+159.4%0.249%
11/13/2023 PNC Financial Services Group Inc.481$26K0.0%-36.7%0.012%
11/8/2023 Avantax Advisory Services Inc.11,420$623K0.0%-1.7%0.293%
11/3/2023 ORG Partners LLC500$27K0.0%-87.8%0.013%
11/3/2023 Private Advisor Group LLC8,415$459K0.0%-15.7%0.216%
10/27/2023 Assetmark Inc.44,592$2.43M0.0%-1.6%1.143%
10/25/2023 BluePath Capital Management LLC830$45K0.0%N/A0.021%
10/25/2023 WealthShield Partners LLC15,016$820K0.1%+3.6%0.385%
10/24/2023Raymond James Financial Services Advisors Inc.13,480$736K0.0%-11.4%0.346%
10/24/2023 Crescent Sterling Ltd.9,117$498K0.5%-11.6%0.234%
10/17/2023 B.O.S.S. Retirement Advisors LLC23,609$1.29M0.3%+8.9%0.605%
10/11/2023 AE Wealth Management LLC441,528$24.10M0.1%+1.3%11.321%
10/11/2023 KWB Wealth7,859$451K0.1%-5.2%0.202%
10/5/2023 Foundations Investment Advisors LLC8,487$463K0.0%+16.3%0.218%
8/17/2023Imprint Wealth LLC23,021$2.30M0.1%N/A0.590%
Elon Takes Aim at Social Security (Ad)

Elon Musk just dropped another bombshell... He revealed his DOGE organization has been taking aim at Social Security, finding what he says is widespread fraud across the agency.

>>Here are the NINE stocks everyone will wish they own once Elon moves.<<
8/10/2023 Private Advisor Group LLC9,982$573K0.0%-5.4%0.256%
8/4/2023 Envestnet Asset Management Inc.21,500$1.23M0.0%-13.8%0.551%
8/3/2023 CWM LLC965$55K0.0%+2,657.1%0.025%
8/3/2023 WealthShield Partners LLC14,490$832K0.1%+14.5%0.372%
8/3/2023 Crescent Sterling Ltd.10,309$592K0.6%-2.4%0.264%
8/1/2023 Truist Financial Corp9,629$553K0.0%+5.9%0.236%
7/31/2023 LPL Financial LLC73,380$4.21M0.0%-12.2%1.799%
7/25/2023Raymond James Financial Services Advisors Inc.15,206$873K0.0%+7.3%0.373%
7/24/2023 KWB Wealth8,294$476K0.1%+27.5%0.203%
7/21/2023 Creative Planning8,100$465K0.0%N/A0.199%
(Data available from 1/1/2016 forward)

WDIV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WDIV shares?

During the previous two years, 56 institutional investors and hedge funds held shares of SPDR S&P Global Dividend ETF. The most heavily invested institutionals were AE Wealth Management LLC ($19.35M), Bank of America Corp DE ($7.17M), LPL Financial LLC ($6.50M), Ameriprise Financial Inc. ($5.97M), Intercontinental Wealth Advisors LLC ($5.08M), Corient Private Wealth LLC ($3.63M), and Susquehanna International Group LLP ($3.25M).Learn more on WDIV's institutional investors.

Which institutional investors have been buying SPDR S&P Global Dividend ETF stock?

Of the 42 institutional investors that purchased SPDR S&P Global Dividend ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: AE Wealth Management LLC ($49.62K), B.O.S.S. Retirement Advisors LLC ($48.52K), Raymond James Financial Inc. ($38.31K), LPL Financial LLC ($29.74K), Imprint Wealth LLC ($23.02K), Susquehanna International Group LLP ($20.54K), and NewEdge Advisors LLC ($15K).

How much institutional buying is happening at SPDR S&P Global Dividend ETF?

Institutional investors have bought a total of 373,693 shares in the last 24 months. This purchase volume represents approximately $22.23M in transactions.

Which SPDR S&P Global Dividend ETF major shareholders have been selling company stock?

Of the 30 institutional investors that sold SPDR S&P Global Dividend ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Assetmark Inc. ($29.48K), Wealth Enhancement Advisory Services LLC ($26.40K), Corient Private Wealth LLC ($15.43K), Jane Street Group LLC ($10.80K), LPL Financial LLC ($10.23K), Envestnet Asset Management Inc. ($8.70K), and Raymond James Financial Services Advisors Inc. ($6.07K).

How much institutional selling is happening at SPDR S&P Global Dividend ETF?

Institutional investors have sold a total of 155,329 shares in the last 24 months. This volume of shares sold represents approximately $9.62M in transactions.



This page (NYSEARCA:WDIV) was last updated on 2/22/2025 by MarketBeat.com Staff
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