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ST STR SPD S&P GLO Div-US in (WDIV)

CUSIP: 78463X459 | NYSE | 264 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Citigroup Inc78,222
0.0% of portfolio›$6.4M
Farther Finance Advisors, LLC21,999
0.0% of portfolio›$1.8M
Seneca Financial Advisors LLC17,733
0.4% of portfolio›$1.4M
Richards, Merrill & Peterson, Inc.17,486
0.4% of portfolio›$1.4M
Kingswood Wealth Advisors, LLC16,089
0.1% of portfolio›$1.3M
Truist Financial Corp13,556
0.0% of portfolio›$1.1M
Key Capital Management, Inc13,386
0.4% of portfolio›$1.1M
Crescent Sterling, Ltd.11,691
0.8% of portfolio›$950.9K
Wealth Enhancement Advisory Services, LLC9,844
0.0% of portfolio›$797.8K
Ascentis Independent Advisors9,400
0.0% of portfolio›$764.6K
LifeWealth Investments, LLC8,275
0.2% of portfolio›$673.1K
Simplicity Wealth,LLC6,597
0.0% of portfolio›$536.5K
Quest 10 Wealth Builders, Inc.5,041
0.3% of portfolio›$410.0K
B.O.S.S. Retirement Advisors, LLC4,781
0.1% of portfolio›$388.9K
Buckhead Capital Management LLC4,200
0.1% of portfolio›$341.6K
Compagnie Lombard Odier SCmA3,860
0.0% of portfolio›$314.0K
Cambridge Investment Research Advisors, Inc.3,595
0.0% of portfolio›$292
Kestra Advisory Services, LLC3,506
0.0% of portfolio›$285.2K
Richardson Capital Management LLC3,086
0.1% of portfolio›$251.0K
Kingdom Financial Group Llc.2,721
0.1% of portfolio›$221.3K
Key FInancial Inc2,335
0.0% of portfolio›$189.9K
Lloyd Advisory Services, Llc.2,080
0.1% of portfolio›$169.2K
Raleigh Capital Management Inc.1,661
0.0% of portfolio›$135.1K
Compass Financial Management LLC1,327
0.0% of portfolio›$107.9K
Private Trust Co NA635
0.0% of portfolio›$51.7K
Accordant Advisory Group Inc629
0.0% of portfolio›$51.2K
Harbor Investment Advisory, LLC501
0.0% of portfolio›$40.8K
Montgomery Financial Services LLC474
0.0% of portfolio›$38.6K
SBI Securities Co., Ltd.353
0.0% of portfolio›$28.7K
Networth Advisors, LLC230
0.0% of portfolio›$18.7K
Tounjian Advisory Partners, LLC161
0.0% of portfolio›$13.1K
Triumph Capital Management154
0.0% of portfolio›$12.5K
Evolution Wealth Management Inc.72
0.0% of portfolio›$5.9K
Elevated Capital Advisors, LLC54
0.0% of portfolio›$4.4K
Sterling Capital Management LLC28
0.0% of portfolio›$2.3K
Assetmark, Inc1
0.0% of portfolio›$81
StyleTurnoverLocationFiled
Citigroup Inc
78,222$6.4M0.0%CoreMediumNew York, NY2026-11-04
Farther Finance Advisors, LLC
21,999$1.8M0.0%IndexLowSan Francisco, CA2026-10-08
Seneca Financial Advisors LLC
17,733$1.4M0.4%ETFLowRochester, NY2026-10-28
Richards, Merrill & Peterson, Inc.
17,486$1.4M0.4%GrowthLowSpokane, WA2026-10-19
Kingswood Wealth Advisors, LLC
16,089$1.3M0.1%GrowthLowSan Diego, CA2026-10-23
Truist Financial Corp
13,556$1.1M0.0%CoreLowCharlotte, NC2026-10-30
Key Capital Management, Inc
13,386$1.1M0.4%ETFMediumHendersonville, Tn 37075, TN2026-11-03
Crescent Sterling, Ltd.
11,691$950.9K0.8%CoreLowMetairie, LA2026-10-16
Wealth Enhancement Advisory Services, LLC
9,844$797.8K0.0%CoreLowPlymouth, MN2026-10-13
Ascentis Independent Advisors
9,400$764.6K0.0%ETFLowDallas, TX2026-11-03
LifeWealth Investments, LLC
8,275$673.1K0.2%ETFMediumWinter Garden, FL2026-10-21
Simplicity Wealth,LLC
6,597$536.5K0.0%ETFLowSummit, NJ2026-10-23
Quest 10 Wealth Builders, Inc.
5,041$410.0K0.3%ETFLowFuquay-Varina, VA2026-11-02
B.O.S.S. Retirement Advisors, LLC
4,781$388.9K0.1%ETFMediumLehi, UT2026-10-26
Buckhead Capital Management LLC
4,200$341.6K0.1%CoreLowAtlanta, GA2026-11-03
Compagnie Lombard Odier SCmA
3,860$314.0K0.0%GrowthMedium1204 Geneva, Switzerland2026-11-04
Cambridge Investment Research Advisors, Inc.
3,595$2920.0%ETFLowFairfield, IA2026-11-02
Kestra Advisory Services, LLC
3,506$285.2K0.0%CoreLowAustin, TX2026-11-02
Richardson Capital Management LLC
3,086$251.0K0.1%ETFLowMenomonee Falls, WI2026-10-23
Kingdom Financial Group Llc.
2,721$221.3K0.1%ETFMediumPeoria, AZ2026-11-04
Key FInancial Inc
2,335$189.9K0.0%ETFLowWest Chester, PA2026-11-02
Lloyd Advisory Services, Llc.
2,080$169.2K0.1%ETFVery HighSuwanee, GA2026-11-02
Raleigh Capital Management Inc.
1,661$135.1K0.0%CoreMediumCary, NC2026-10-28
Compass Financial Management LLC
1,327$107.9K0.0%CoreN/ATampa, FL2026-10-30
Private Trust Co NA
635$51.7K0.0%CoreLowCleveland, OH2026-10-20
Accordant Advisory Group Inc
629$51.2K0.0%ValueMediumAnnapolis, MD2026-10-29
Harbor Investment Advisory, LLC
501$40.8K0.0%GrowthLowLutherville, MD2026-10-13
Montgomery Financial Services LLC
474$38.6K0.0%ETFN/AOcean City, MD2026-11-03
SBI Securities Co., Ltd.
353$28.7K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Networth Advisors, LLC
230$18.7K0.0%ETFMediumCanonsburg, PA2026-11-03
Tounjian Advisory Partners, LLC
161$13.1K0.0%GrowthHighFort Myers, FL2026-11-04
Triumph Capital Management
154$12.5K0.0%ETFMediumDenver, CO2026-10-14
Evolution Wealth Management Inc.
72$5.9K0.0%ETFMediumFort Myers, FL2026-10-28
Elevated Capital Advisors, LLC
54$4.4K0.0%ETFMediumSandy, UT2026-11-04
Sterling Capital Management LLC
28$2.3K0.0%GARPMediumCharlotte, NC2026-10-22
Assetmark, Inc
1$810.0%ETFLowConcord, CA2026-10-21