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Get Institutions for : 
Spdr S&P Global Dividend (WDIV)  
$61.51 0.60 (0.96%) as of 4:30 Wed 5/22


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 72    3
Total shares held : 
1,851,448  
% of shares held : 
62.13%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -10  
Amount of shares held : 
104,910  
% of shares held change : 
  3.52%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$53.64  
Last Quarter's Ending Price : 
$60.47  
Last Quarter's Average Price
$56.11  
Change from last quarter's     
avg. price to the last closing  : 
5.40 (9.62%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
10
 26,103
 1.41%
 
Increased Positions :
16
 319,607
 17.26%
 
Unchanged Positions :
17
 129,613
 7%
 
Decreased Positions :
29
-82,908
-4.48%
 
Closed Positions :
7
-157,892
-8.53%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   AE Wealth Management LLC 127 - 2024-03-31 309,040 $18,536,000 -135,683
   BANK OF AMERICA CORP /DE/ 2744 - 2024-03-31 114,049 $6,841,000 -3,663
   AMERIPRISE FINANCIAL INC 2139 - 2024-03-31 101,922 $6,100,000 -3,866
   CI Private Wealth LLC 747 - 2024-03-31 71,837 $4,309,000 -4,296
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 816 - 2024-03-31 48,286 $2,896,000 -8,817
   JANE STREET GROUP LLC 2031 - 2024-03-31 40,546 $2,432,000 -288,477
   ROYAL BANK OF CANADA 2462 - 2024-03-31 35,757 $2,144,000 -15,955
   Goss Wealth Management LLC 906 - 2024-03-31 19,869 $1,192,000 -8,287
   CAPTRUST FINANCIAL ADVISORS 1042 - 2024-03-31 19,480 $1,168,000 -3,597
   PRUDENTIAL CORP PLC 509 - 2024-03-31 15,584 $935,000 -2,754
   CITIGROUP INC 2532 - 2024-03-31 11,514 $691,000 -269
   H D Vest Advisory Services 956 - 2024-03-31 9,908 $594,000 -1,112
   Vantage Financial Partners LLC 79 - 2024-03-31 8,972 $538,000 -394
   Crescent Sterling Ltd. 53 - 2024-03-31 8,821 $529,000 -51
   Private Advisor Group LLC 1572 - 2024-03-31 7,592 $455,000 -407
   Authentikos Wealth Advisory LLC 40 - 2024-03-31 7,401 $444,000 -142
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2517 - 2024-03-31 6,216 $373,000 -194
   MML INVESTORS SERVICES LLC 1998 - 2024-03-31 5,854 $351,000 -355
   Foundations Investment Advisors LLC 539 - 2024-03-31 5,838 $350,000 -137
   MARINER WEALTH ADVISORS, LLC 2330 - 2024-03-31 5,630 $338,000 -407
   KWB Wealth 102 - 2024-03-31 5,480 $329,000 -1,913
   UBS Group AG 4396 - 2024-03-31 5,170 $310,000 -9,367
   Golden State Equity Partners 287 - 2023-12-31 4,788 $290,000 -27
   Slagle Financial LLC 95 - 2024-03-31 4,070 $244,000 -5,150
   Csenge Advisory Group 622 - 2024-03-31 3,957 $237,000 -91
   Advisor Group Holdings Inc. 3864 - 2024-03-31 2,599 $156,000 -2,429
   BENJAMIN F. EDWARDS & COMPANY INC. 997 - 2024-03-31 2,350 $141,000 -765
   Pineridge Advisors LLC 112 - 2024-03-31 1,078 $65,000 -540
   BLACKROCK INC. 4508 - 2024-03-31 1,064 $64,000 -104
   Retirement Group LLC 302 - 2024-03-31 477 $29,000 -92
   BALDWIN BROTHERS INC/MA 452 - 2024-03-31 432 $26,000 -309
   PNC FINANCIAL SERVICES GROUP INC 3433 - 2024-03-31 325 $19,000 -156
   WELLS FARGO & CO/MN 6189 - 2024-03-31 0 $0 -1

  33 Records found
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