Allie Family Office’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

Allie Family Office’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
2026 Q2	$356K	Hold	4,455	–	–	0.13%	79
2026 Q1	$344K	Hold	4,455	–	–	0.15%	72
2025 Q4	$336K	Hold	4,455	–	–	0.16%	72
2025 Q3	$324K	Hold	4,455	–	–	0.15%	71
2025 Q2	$314K	Hold	4,455	–	–	0.16%	64
2025 Q1	$290K	Hold	4,455	–	–	0.16%	72
2024 Q4	$277K	Hold	4,455	–	–	0.15%	69
2024 Q3	$297K	Hold	4,455	–	–	0.16%	66
2024 Q2	$263K	Hold	4,455	–	–	0.16%	67
2024 Q1	$267K	Hold	4,455	–	–	0.16%	64
2023 Q4	$269K	Hold	4,455	–	–	0.19%	58
2023 Q3	$243K	Hold	4,455	–	–	0.2%	55
2023 Q2	$256K	Hold	4,455	–	–	0.18%	59
2023 Q1	$263K	Hold	4,455	–	–	0.2%	59
2022 Q4	$261K	Hold	4,455	–	–	0.22%	63
2022 Q3	$238K	Hold	4,455	–	–	0.2%	60
2022 Q2	$275K	Hold	4,455	–	–	0.22%	56
2022 Q1	$300K	Hold	4,455	–	–	0.23%	52
2021 Q4	$295K	Buy	+4,455	New	+$297K	0.23%	54

Other funds holding WDIV

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Allie Family Office's WDIV Position: Q2 2026 in Review

Allie Family Office held its State Street SPDR S&P Global Dividend ETF (WDIV) position steady in Q2 2026 at 4,455 shares worth $356K. The position accounts for 0.13% of the portfolio, ranked #79.

Allie Family Office first reported a position in WDIV in Q4 2021 and has held it in 19 quarters since. 84 funds tracked by Wall St. Rank hold WDIV as of Q2 2026.

Allie Family Office held 4,455 shares of State Street SPDR S&P Global Dividend ETF worth $356K as of Q2 2026.
Allie Family Office left its State Street SPDR S&P Global Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Global Dividend ETF made up 0.13% of Allie Family Office's portfolio in Q2 2026, its #79 holding.
Allie Family Office first reported a position in State Street SPDR S&P Global Dividend ETF in Q4 2021 and has held it in 19 quarters since.
84 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q2 2026.

Based on Allie Family Office's 13F filing for Q2 2026, filed 13 Aug 2026.