Who owns WDIV?
State Street SPDR S&P Global Dividend ETF · State Street
84 institutions reported holding WDIV, worth $108.5M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of WDIV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| AE Wealth Management LLC | Topeka, KS | $19.7M | 246,742 | −8,083 shares |
| LPL Financial LLC | Fort Mill, SC | $10.5M | 130,841 | +133 shares |
| Kingsview Wealth Management, LLC | Grants Pass, OR | $9.5M | 118,640 | New position |
| Bank of America Corp. | Charlotte, NC | $9.3M | 116,218 | +27,744 shares |
| Morgan Stanley | New York, NY | $8.9M | 111,605 | −7,028 shares |
| State Street Corp. | Boston, MA | $7.0M | 87,600 | No change |
| Corient Private Wealth LP | Miami, FL | $4.0M | 50,575 | −374 shares |
| Raymond James Financial Inc. | St. Petersburg, FL | $3.9M | 49,333 | +7,668 shares |
| Ameriprise Financial Inc. | Minneapolis, MN | $3.0M | 38,095 | −599 shares |
| Wealthspire Advisors, LLC | New York, NY | $2.8M | 35,593 | No change |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns WDIV?
84 institutional managers reported holding WDIV in Form 13F filings for June 30, 2026, worth $108.5M in total. The largest reported position was held by AE Wealth Management LLC, at $19.7M.
Did institutions buy or sell WDIV last quarter?
Reported 13F value rose 3.7% from March 31, 2026, which includes price moves as well as buying and selling. 11 firms reported a new position and 11 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is WDIV ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.