Abound Wealth Management’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

Abound Wealth Management’s Portfolio WDIV Stock Details WDIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-4	Closed	-$216	–	789
2022 Q3	$216	Buy	+4	New	+$240	﹤0.01%	708

Other funds holding WDIV

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IWA

Intercontinental Wealth Advisors San Antonio, Texas $419M AUM 22.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SFA

Seneca Financial Advisors Rochester, New York $341M AUM 14.73% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Abound Wealth Management's WDIV Position: Q4 2022 in Review

Abound Wealth Management sold out of State Street SPDR S&P Global Dividend ETF (WDIV) in Q4 2022, closing a stake of 4 shares — an estimated $216 sold.

Abound Wealth Management first reported a position in WDIV in Q3 2022 and held it in 1 quarter. The position peaked at $216 in Q3 2022. 68 funds tracked by Wall St. Rank hold WDIV as of Q4 2022.

Abound Wealth Management reported no remaining State Street SPDR S&P Global Dividend ETF position as of Q4 2022 after selling out during the quarter.
Abound Wealth Management sold 4 State Street SPDR S&P Global Dividend ETF shares in Q4 2022, an estimated $216.
Abound Wealth Management first reported a position in State Street SPDR S&P Global Dividend ETF in Q3 2022 and held it in 1 quarter.
Abound Wealth Management's State Street SPDR S&P Global Dividend ETF position peaked at $216 in Q3 2022.
68 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q4 2022.

Based on Abound Wealth Management's 13F filing for Q4 2022, filed 7 Aug 2024.