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

Accel 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
2023 Q2	–	Sell	-450	Closed	-$26.5K	–	873
2023 Q1	$26.5K	Hold	450	–	–	0.01%	630
2022 Q4	$26.4K	Hold	450	–	–	0.01%	487
2022 Q3	$25K	Hold	450	–	–	0.01%	502
2022 Q2	$27K	Hold	450	–	–	0.02%	474
2022 Q1	$31K	Hold	450	–	–	0.02%	464
2021 Q4	$30K	Hold	450	–	–	0.01%	489
2021 Q3	$30K	Hold	450	–	–	0.02%	421
2021 Q2	$31K	Buy	+450	New	+$31.1K	0.02%	439

Other funds holding WDIV

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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

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

IWA

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Accel Wealth Management's WDIV Position: Q2 2023 in Review

Accel Wealth Management sold out of State Street SPDR S&P Global Dividend ETF (WDIV) in Q2 2023, closing a stake of 450 shares — an estimated $26.5K sold.

Accel Wealth Management first reported a position in WDIV in Q2 2021 and held it in 8 quarters. The position peaked at $31K in Q1 2022. 67 funds tracked by Wall St. Rank hold WDIV as of Q2 2023.

Accel Wealth Management reported no remaining State Street SPDR S&P Global Dividend ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 450 State Street SPDR S&P Global Dividend ETF shares in Q2 2023, an estimated $26.5K.
Accel Wealth Management first reported a position in State Street SPDR S&P Global Dividend ETF in Q2 2021 and held it in 8 quarters.
Accel Wealth Management's State Street SPDR S&P Global Dividend ETF position peaked at $31K in Q1 2022.
67 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.