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Advisor Group’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

Advisor Group’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
2019
Q4 		$232K Buy
3,253
+1,136
+54% +$78.9K ﹤0.01% 2280
2019
Q3 		$143K Buy
2,117
+1,214
+134% +$80.5K ﹤0.01% 2605
2019
Q2 		$61K Sell
903
-67
-7% -$4.5K ﹤0.01% 3225
2019
Q1 		$64K Buy
970
+533
+122% +$35K ﹤0.01% 3211
2018
Q4 		$27K Buy
437
+29
+7% +$1.89K ﹤0.01% 3622
2018
Q3 		$28K Sell
408
-1,852
-82% -$127K ﹤0.01% 3681
2018
Q2 		$152K Sell
2,260
-11
-0.5% -$756 ﹤0.01% 2186
2018
Q1 		$157K Buy
2,271
+7
+0.3% +$491 ﹤0.01% 2173
2017
Q4 		$161K Sell
2,264
-94
-4% -$6.48K ﹤0.01% 2178
2017
Q3 		$161K Buy
2,358
+539
+30% +$36.3K ﹤0.01% 2019
2017
Q2 		$121K Buy
1,819
+439
+32% +$29K ﹤0.01% 2151
2017
Q1 		$89K Buy
1,380
+895
+185% +$57.1K ﹤0.01% 2249
2016
Q4 		$30K Hold
485
– – ﹤0.01% 2978
2016
Q3 		$31K Hold
485
– – ﹤0.01% 2880
2016
Q2 		$29K Buy
+485
New +$29.7K ﹤0.01% 2815

Other funds holding WDIV

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
ED
Exane Derivatives Paris, France $174M AUM 7.84% 1-Year Est. Return

Advisor Group's WDIV Position: Q4 2019 in Review

Advisor Group increased its State Street SPDR S&P Global Dividend ETF (WDIV) stake by 54% in Q4 2019, buying an estimated $78.9K and bringing the position to 3,253 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #2280.

Advisor Group first reported a position in WDIV in Q2 2016 and has held it in 15 quarters since. 60 funds tracked by Wall St. Rank hold WDIV as of Q4 2019.

  • Advisor Group held 3,253 shares of State Street SPDR S&P Global Dividend ETF worth $232K as of Q4 2019.
  • Advisor Group bought 1,136 State Street SPDR S&P Global Dividend ETF shares in Q4 2019, an estimated $78.9K.
  • State Street SPDR S&P Global Dividend ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2280 holding.
  • Advisor Group first reported a position in State Street SPDR S&P Global Dividend ETF in Q2 2016 and has held it in 15 quarters since.
  • 60 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.