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

$61.06
+0.56 (+0.93%)
(As of 05/9/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
28
Total
Institutional Inflows
(last 12 months)
$11.02M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$3.54M
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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
5/8/2024Avantax 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%
4/29/2024 Benjamin 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%
3/5/2024Slagle Financial LLC9,220$558K0.1%+100.0%0.236%
3/1/2024Pineridge Advisors LLC1,618$98K0.0%N/A0.041%
2/14/2024Mmbg Investment Advisors CO.7,375$446K0.1%N/A0.189%
2/14/2024Prudential PLC18,338$1.11M0.0%+88.9%0.470%
2/9/2024Tidemark LLC723$44K0.0%N/A0.019%
2/9/2024 Assetmark Inc.43,633$2.64M0.0%-2.2%1.119%
2/9/2024Corient Private Wealth LLC76,133$4.60M0.0%-13.0%1.952%
2/8/2024Foundations Investment Advisors LLC5,975$354K0.0%-29.6%0.153%
2/7/2024Avantax 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%
2/6/2024 Benjamin 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%
2/2/2024Truist 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%
1/16/2024 Raymond 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%
11/13/2023LPL Financial LLC84,819$4.63M0.0%+15.6%2.175%
11/13/2023Prudential PLC9,708$530K0.0%+159.4%0.249%
11/13/2023PNC Financial Services Group Inc.481$26K0.0%-36.7%0.012%
11/8/2023Avantax 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%
10/24/2023 Raymond 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%
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10/11/2023AE Wealth Management LLC441,528$24.10M0.1%+1.3%11.321%
10/11/2023 KWB Wealth7,859$451K0.1%-5.2%0.202%
10/5/2023Foundations Investment Advisors LLC8,487$463K0.0%+16.3%0.218%
8/17/2023Imprint Wealth LLC23,021$2.30M0.1%N/A0.590%
8/10/2023 Private Advisor Group LLC9,982$573K0.0%-5.4%0.256%
8/4/2023Envestnet 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%
8/1/2023Truist Financial Corp9,629$553K0.0%+5.9%0.236%
7/31/2023LPL Financial LLC73,380$4.21M0.0%-12.2%1.799%
7/25/2023 Raymond 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%
7/21/2023Creative Planning8,100$465K0.0%N/A0.199%
7/21/2023Intercontinental Wealth Advisors LLC88,400$5.08M1.2%+0.6%2.167%
7/20/2023Authentikos Wealth Advisory LLC8,856$508K0.5%-9.1%0.217%
7/20/2023 Csenge Advisory Group4,174$240K0.0%N/A0.102%
7/19/2023Foundations Investment Advisors LLC7,296$419K0.0%+89.0%0.179%
7/19/2023Golden State Equity Partners4,850$278K0.1%N/A0.119%
7/11/2023 LifePro Asset Management3,820$219K0.2%-6.2%0.094%
7/10/2023 B.O.S.S. Retirement Advisors LLC21,675$1.24M0.3%+11.9%0.531%
7/10/2023AE Wealth Management LLC436,021$25.03M0.2%+2.5%10.687%
5/12/2023 Retirement Group LLC1,015$60K0.0%-15.6%0.025%
5/12/2023NewEdge Advisors LLC26,686$1.58M0.0%+128.4%0.664%
5/11/2023Cerity Partners LLC6,570$387K0.0%N/A0.163%
5/10/2023 Private Advisor Group LLC10,548$622K0.0%N/A0.262%
5/10/2023LPL Financial LLC83,606$4.93M0.0%+21.9%2.080%
5/5/2023Truist Financial Corp9,095$536K0.0%+34.8%0.226%
5/4/2023Intercontinental Wealth Advisors LLC87,878$5.18M1.3%+0.5%2.186%
4/28/2023Avantax Advisory Services Inc.11,620$685K0.0%-17.3%0.289%
4/27/2023 Simplicity Wealth LLC3,637$214K0.1%-34.6%0.090%
4/21/2023 Crescent Sterling Ltd.10,560$623K0.6%+3.9%0.263%
4/21/2023 Private Ocean LLC441$26K0.0%N/A0.011%
4/17/2023 GPS Wealth Strategies Group LLC587$35K0.0%N/A0.014%
4/17/2023 B.O.S.S. Retirement Advisors LLC19,369$1.14M0.3%+9.4%0.470%
4/14/2023AE Wealth Management LLC425,402$25.08M0.2%+3.7%10.325%
4/14/2023 Raymond James Financial Services Advisors Inc.14,169$835K0.0%+311.2%0.344%
4/14/2023 Raymond James & Associates14,900$879K0.0%-7.5%0.362%
4/7/2023 KWB Wealth6,504$382K0.1%+73.3%0.158%
4/4/2023Authentikos Wealth Advisory LLC9,738$572K0.6%N/A0.236%
3/6/2023OLD Mission Capital LLC5,786$340K0.0%-15.7%0.140%
2/14/2023Quantitative Advantage LLC21,717$1.28M0.2%+42.7%0.527%
2/10/2023 Assetmark Inc.29,439$1.73M0.0%+0.9%0.715%
2/10/2023 KWB Wealth3,753$220K0.0%N/A0.091%
2/7/2023 Nations Financial Group Inc. IA ADV8,687$510K0.1%N/A0.211%
2/7/2023Commonwealth Equity Services LLC4,923$288K0.0%+17.2%0.119%
2/7/2023 Benjamin F. Edwards & Company Inc.3,095$182K0.0%-39.3%0.075%
2/7/2023LPL Financial LLC68,604$4.03M0.0%+29.2%1.665%
2/7/2023Envestnet Asset Management Inc.22,221$1.30M0.0%+1.3%0.539%
2/7/2023 B.O.S.S. Retirement Advisors LLC17,701$1.04M0.3%N/A0.430%
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2/6/2023 Bogart Wealth LLC2,215$130K0.0%-29.6%0.054%
1/31/2023AE Wealth Management LLC410,211$24.08M0.2%+6.0%9.957%
1/20/2023 Crescent Sterling Ltd.10,163$596K0.6%N/A0.247%
1/18/2023 Private Advisor Group LLC10,406$611K0.0%+7.9%0.253%
1/13/2023 Flagship Harbor Advisors LLC7,657$449K0.0%N/A0.186%
1/11/2023Foundations Investment Advisors LLC3,986$234K0.0%N/A0.097%
11/14/2022OLD Mission Capital LLC6,864$366K0.0%N/A0.172%
11/14/2022Prudential PLC9,180$490K0.0%-3.8%0.231%
11/14/2022Quantitative Advantage LLC15,219$812K0.1%+39.8%0.382%
11/9/2022Freestone Capital Holdings LLC8,383$447K0.0%-10.3%0.211%
(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 ($24.10M), Intercontinental Wealth Advisors LLC ($5.08M), LPL Financial LLC ($4.63M), Corient Private Wealth LLC ($4.60M), Wealth Enhancement Advisory Services LLC ($2.90M), Assetmark Inc. ($2.64M), and Imprint Wealth LLC ($2.30M).Learn more on WDIV's institutional investors.

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

Of the 46 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 ($135.99K), LPL Financial LLC ($54.62K), Wealthspire Advisors LLC ($35K), B.O.S.S. Retirement Advisors LLC ($26.04K), NewEdge Advisors LLC ($25.54K), Sawtooth Solutions LLC ($24.32K), and Imprint Wealth LLC ($23.02K).

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

Institutional investors have bought a total of 545,841 shares in the last 24 months. This purchase volume represents approximately $31.98M in transactions.

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

Of the 28 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: Corient Private Wealth LLC ($11.40K), LPL Financial LLC ($10.23K), Wealth Enhancement Advisory Services LLC ($8.82K), Raymond James Financial Services Advisors Inc. ($6.07K), Assetmark Inc. ($6.02K), Avantax Advisory Services Inc. ($5.24K), and Benjamin F. Edwards & Company Inc. ($4.79K).

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

Institutional investors have sold a total of 81,183 shares in the last 24 months. This volume of shares sold represents approximately $4.73M in transactions.


This page (NYSEARCA:WDIV) was last updated on 5/10/2024 by MarketBeat.com Staff

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