13F Insight
DOSSIER · 13F Holders · Q2 2026
WDIV

SPDR INDEX SHS FDS

92 institutions still hold SPDR INDEX SHS FDS as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78463X459·92 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$99M
visible holders
Holders
92
filers reporting
Concentration
19.92%
AE Wealth Management LLC #1
top holder share
AI Holders Summary · Q2 2026

92 institutions reported WDIV in Q2 2026. AE Wealth Management LLC leads at 19.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
AE Wealth Management LLC
CIK 0001697723
$20M247K0.09%Q2 202602
LPL Financial LLC
CIK 0001403438
$10M131K0.00%Q2 202603
Kingsview Wealth Management, LLC
CIK 0001791965
$9M119K0.11%Q2 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$9M116K0.00%Q2 202605
MORGAN STANLEY
CIK 0000895421
$9M112K0.00%Q2 202606
STATE STREET CORP
CIK 0000093751
$7M88K0.00%Q2 202607
Savoie Capital LLC
CIK 0002001471
$5M74K0.65%Q2 202508
Corient Private Wealth LLC
CIK 0001948780
$4M51K0.01%Q2 202609
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$4M49K0.00%Q2 202610
AMERIPRISE FINANCIAL INC
CIK 0000820027
$3M38K0.00%Q2 202611
Wealthspire Advisors, LLC
CIK 0001646247
$3M36K0.02%Q2 202612
ROYAL BANK OF CANADA
CIK 0001000275
$2M29K0.00%Q2 202613
Mariner, LLC
CIK 0001373442
$2M29K0.00%Q2 202614
CITIGROUP INC
CIK 0000831001
$2M25K0.00%Q2 202615
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$2M20K0.00%Q2 202616
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$1M19K0.00%Q1 202617
Seneca Financial Advisors LLC
CIK 0002082922
$1M18K0.38%Q2 202618
KINGSWOOD WEALTH ADVISORS, LLC
CIK 0001987855
$1M16K0.05%Q2 202619
RICHARDS, MERRILL & PETERSON, INC.
CIK 0000090108
$1M16K0.40%Q2 202620
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$1M15K0.00%Q2 2026
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