SPDR S&P GLOBAL DIVIDEND ETF (WDIV) Top Institutional Shareholders
SPDR S&P GLOBAL DIVIDEND ETF (WDIV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $104.04M in WDIV holdings during the latest filing period.
Ae Wealth Management Llc is currently the largest disclosed institutional shareholder of WDIV tracked by InsiderSet, reporting ownership valued at approximately $19.66M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $20.65M, representing an estimated gain of +5.01% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 69% of the total disclosed WDIV value among the investors covered in this analysis. Major shareholders include Ae Wealth Management Llc, Lpl Financial Llc, Morgan Stanley, and several other long-term asset managers with concentrated positions in SPDR S&P GLOBAL DIVIDEND ETF (WDIV).
This page ranks the largest institutional WDIV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
83
Total Reported Value
$104.04M
Largest Holder
Ae Wealth Management Llc
Largest Position
$19.66M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
92
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ae Wealth Management Llc | 0.11% | 254,825 | $19,660,310 | $20,645,259 | +$984,949 | +5.01% | |
| Lpl Financial Llc | 0.00% | 130,708 | $10,084,438 | $10,589,622 | +$505,184 | +5.01% | |
| Morgan Stanley | 0.00% | 118,633 | $9,152,856 | $9,611,337 | +$458,481 | +5.01% | |
| Bank Of America Corp | 0.00% | 88,474 | $6,825,946 | $7,167,933 | +$341,987 | +5.01% | |
| State Street Corp | 0.00% | 87,600 | $6,758,533 | $7,097,124 | +$338,591 | +5.01% | |
| Gts Securities Llc | 0.16% | 58,802 | $4,536,692 | $4,763,985 | +$227,293 | +5.01% | |
| Kkm Financial Llc | 0.74% | 55,145 | $4,160,481 | $4,467,705 | +$307,224 | +7.38% | |
| Corient Private Wealth Llc | 0.01% | 50,949 | $3,930,865 | $4,127,756 | +$196,891 | +5.01% | |
| Raymond James Financial Inc | 0.00% | 41,665 | $3,214,599 | $3,375,590 | +$160,991 | +5.01% | |
| Ameriprise Financial Inc | 0.00% | 38,694 | $2,985,291 | $3,134,887 | +$149,596 | +5.01% | |
| Wealthspire Advisors, Llc | 0.02% | 35,593 | $2,746,078 | $2,883,652 | +$137,574 | +5.01% | |
| Royal Bank Of Canada | 0.00% | 30,756 | $2,372,000 | $2,491,771 | +$119,771 | +5.05% | |
| Mariner, Llc | 0.00% | 30,131 | $2,324,661 | $2,441,135 | +$116,474 | +5.01% | |
| Captrust Financial Advisors | 0.00% | 19,685 | $1,518,612 | $1,594,828 | +$76,216 | +5.02% | |
| Jane Street Group, Llc | 0.00% | 19,373 | $1,494,670 | $1,569,550 | +$74,880 | +5.01% | |
| Wealthshield Partners, Llc | 0.16% | 19,156 | $1,477,928 | $1,551,969 | +$74,041 | +5.01% | |
| Seneca Financial Advisors Llc | 0.41% | 18,297 | $1,411,643 | $1,482,375 | +$70,732 | +5.01% | |
| Kingswood Wealth Advisors, Llc | 0.06% | 16,046 | $1,237,984 | $1,300,005 | +$62,021 | +5.01% | |
| Citigroup Inc | 0.00% | 15,898 | $1,226,593 | $1,288,015 | +$61,422 | +5.01% | |
| Envestnet Asset Management Inc | 0.00% | 15,168 | $1,170,224 | $1,228,872 | +$58,648 | +5.01% | |
| Richards, Merrill & Peterson, Inc. | 0.41% | 14,572 | $1,124,284 | $1,180,586 | +$56,302 | +5.01% | |
| Truist Financial Corp | 0.00% | 13,717 | $1,058,297 | $1,111,316 | +$53,019 | +5.01% | |
| Aqr Capital Management Llc | 0.00% | 12,533 | $966,949 | $1,015,391 | +$48,442 | +5.01% | |
| Key Capital Management, Inc | 0.61% | 12,037 | $928,681 | $975,206 | +$46,525 | +5.01% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 10,043 | $775,799 | $813,658 | +$37,859 | +4.88% | |
| Crescent Sterling, Ltd. | 0.74% | 9,894 | $763,311 | $801,586 | +$38,275 | +5.01% | |
| Ascentis Independent Advisors | 0.05% | 9,400 | $725,230 | $761,564 | +$36,334 | +5.01% | |
| Brown Brothers Harriman & Co | 0.00% | 8,740 | $674,310 | $708,092 | +$33,782 | +5.01% | |
| Lifewealth Investments, Llc | 0.17% | 7,329 | $565,467 | $593,777 | +$28,310 | +5.01% | |
| Compagnie Lombard Odier Scma | 0.01% | 6,870 | $530,036 | $556,590 | +$26,554 | +5.01% | |
| B.O.S.S. Retirement Advisors, Llc | 0.15% | 6,520 | $503,069 | $528,233 | +$25,164 | +5.00% | |
| Simplicity Wealth,Llc | 0.03% | 6,299 | $485,998 | $510,329 | +$24,331 | +5.01% | |
| Ubs Group Ag | 0.00% | 5,685 | $438,609 | $460,584 | +$21,975 | +5.01% | |
| Cetera Investment Advisers | 0.00% | 5,158 | $397,974 | $417,888 | +$19,914 | +5.00% | |
| Quest 10 Wealth Builders, Inc. | 0.35% | 5,155 | $397,720 | $417,645 | +$19,925 | +5.01% | |
| Foundations Investment Advisors, Llc | 0.00% | 4,832 | $372,829 | $391,476 | +$18,647 | +5.00% | |
| Allie Family Office Llc | 0.15% | 4,455 | $343,713 | $360,933 | +$17,220 | +5.01% | |
| Buckhead Capital Management Llc | 0.12% | 4,189 | $323,191 | $339,382 | +$16,191 | +5.01% | |
| Cibc Bancorp Usa Inc. | 0.00% | 3,999 | $308,532 | $323,989 | +$15,457 | +5.01% | |
| Kestra Advisory Services, Llc | 0.00% | 3,465 | $267,297 | $280,725 | +$13,428 | +5.02% | |
| Richardson Capital Management Llc | 0.11% | 3,086 | $238,092 | $250,020 | +$11,928 | +5.01% | |
| Osaic Holdings, Inc. | 0.00% | 3,068 | $236,690 | $248,561 | +$11,871 | +5.02% | |
| Accordant Advisory Group Inc | 0.14% | 3,022 | $233,154 | $244,835 | +$11,681 | +5.01% | |
| Rockefeller Capital Management L.P. | 0.00% | 3,019 | $232,923 | $244,592 | +$11,669 | +5.01% | |
| Private Advisor Group, Llc | 0.00% | 2,837 | $218,898 | $229,846 | +$10,948 | +5.00% | |
| Kingdom Financial Group Llc. | 0.06% | 2,772 | $213,858 | $224,580 | +$10,722 | +5.01% | |
| Lloyd Advisory Services, Llc. | 0.06% | 2,772 | $213,858 | $224,580 | +$10,722 | +5.01% | |
| Farther Finance Advisors, Llc | 0.00% | 2,723 | $210,733 | $220,610 | +$9,877 | +4.69% | |
| Centennial Advisors, Llc | 0.27% | 2,702 | $208,454 | $218,909 | +$10,455 | +5.02% | |
| Stifel Financial Corp | 0.00% | 2,621 | $202,215 | $212,347 | +$10,132 | +5.01% |
Frequently asked questions about WDIV
Who owns the most WDIV stock?
The largest holders of WDIV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SPDR S&P GLOBAL DIVIDEND ETF (WDIV).
Is WDIV widely held by superinvestors?
Many widely followed stocks like WDIV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly WDIV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.