Who Owns SPDR (WDIV)? -- Institutional Holders (2026-06-30)

95 institutions reported holding $108.2M of SPDR (WDIV) in SEC 13F filings for 2026-06-30. Largest institutional holders: AE Wealth Management LLC ($19.7M), LPL Financial LLC ($10.5M), Kingsview Wealth Management, LLC ($9.5M), BANK OF AMERICA CORP /DE/ ($9.3M), MORGAN STANLEY ($8.9M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1AE Wealth Management LLC$19.7M246,742Trimmed
2LPL Financial LLC$10.5M130,841Added
3Kingsview Wealth Management, LLC$9.5M118,640New
4BANK OF AMERICA CORP /DE/$9.3M116,218Added
5MORGAN STANLEY$8.9M111,605Trimmed
6STATE STREET CORP$7.0M87,600Hold
7Corient Private Wealth LLC$4.0M50,575Trimmed
8RAYMOND JAMES FINANCIAL INC$3.9M49,333Added
9AMERIPRISE FINANCIAL INC$3.0M38,095Trimmed
10Wealthspire Advisors, LLC$2.8M35,593Hold
11Royal Bank of Canada$2.4M29,426Trimmed
12Mariner, LLC$2.3M29,017Trimmed
13CITIGROUP INC$2.0M25,059Added
14CAPTRUST FINANCIAL ADVISORS$1.6M19,716Added
15Seneca Financial Advisors LLC$1.5M18,419Added
16KINGSWOOD WEALTH ADVISORS, LLC$1.3M16,080Added
17RICHARDS, MERRILL & PETERSON, INC.$1.3M15,725Added
18ENVESTNET ASSET MANAGEMENT INC$1.2M15,192Added
19TRUIST FINANCIAL CORP$1.1M13,751Added
20Key Capital Management, INC$1.1M13,448Added
21AQR CAPITAL MANAGEMENT LLC$988,06212,365Trimmed
22Crescent Sterling, Ltd.$829,83310,385Added
23WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$792,8119,748Trimmed
24BROWN BROTHERS HARRIMAN & CO$698,3968,740Hold
25LifeWealth Investments, LLC$563,4777,052Trimmed

Source: SEC Form 13F filings · as of 2026-06-30