Ahrens Investment Partners’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

Ahrens Investment Partners’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 Q1	$8.85K	Buy	+150	New	+$9K	﹤0.01%	664
2022 Q3	–	Sell	-150	Closed	-$9K	–	912
2022 Q2	$9K	Hold	150	–	–	﹤0.01%	677
2022 Q1	$10K	Hold	150	–	–	﹤0.01%	743
2021 Q4	$10K	Buy	+150	New	+$10K	﹤0.01%	761
2020 Q1	–	Sell	-8,150	Closed	-$582K	–	174
2019 Q4	$582K	Hold	8,150	–	–	0.24%	74
2019 Q3	$550K	Sell	8,150 -1,150	-12%	-$76.2K	0.24%	73
2019 Q2	$628K	Sell	9,300 -200	-2%	-$13.4K	0.29%	60
2019 Q1	$630K	Sell	9,500 -500	-5%	-$32.9K	0.29%	62
2018 Q4	$620K	Sell	10,000 -3,300	-25%	-$215K	0.29%	65
2018 Q3	$903K	Hold	13,300	–	–	0.34%	62
2018 Q2	$896K	Sell	13,300 -700	-5%	-$48.1K	0.37%	59
2018 Q1	$963K	Sell	14,000 -450	-3%	-$31.6K	0.41%	55
2017 Q4	$1.02M	Buy	14,450 +200	+1%	+$13.8K	0.41%	55
2017 Q3	$968K	Sell	14,250 -1,400	-9%	-$94.3K	0.41%	51
2017 Q2	$1.04M	Buy	15,650 +3,750	+32%	+$248K	0.45%	47
2017 Q1	$769K	Buy	+11,900	New	+$760K	0.37%	56

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Ahrens Investment Partners's WDIV Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in State Street SPDR S&P Global Dividend ETF (WDIV) in Q1 2023: 150 shares worth $8.85K. The stake represents ﹤0.01% of the portfolio and ranks #664 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in WDIV as recently as Q2 2022.

Ahrens Investment Partners first reported a position in WDIV in Q1 2017 and has held it in 16 quarters since. The position peaked at $1.04M in Q2 2017. 72 funds tracked by Wall St. Rank hold WDIV as of Q1 2023.

Ahrens Investment Partners held 150 shares of State Street SPDR S&P Global Dividend ETF worth $8.85K as of Q1 2023.
State Street SPDR S&P Global Dividend ETF was a new Ahrens Investment Partners position in Q1 2023.
State Street SPDR S&P Global Dividend ETF made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #664 holding.
Ahrens Investment Partners first reported a position in State Street SPDR S&P Global Dividend ETF in Q1 2017 and has held it in 16 quarters since.
Ahrens Investment Partners's State Street SPDR S&P Global Dividend ETF position peaked at $1.04M in Q2 2017.
72 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.