Allworth Financial’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

Allworth Financial’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 Q4	–	Sell	-275	Closed	-$15K	–	3634
2023 Q3	$15K	Buy	+275	New	+$15.8K	﹤0.01%	1690

Other funds holding WDIV

AWM

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Mango Investments Denver, Colorado $135M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Allworth Financial's WDIV Position: Q4 2023 in Review

Allworth Financial sold out of State Street SPDR S&P Global Dividend ETF (WDIV) in Q4 2023, closing a stake of 275 shares — an estimated $15K sold.

Allworth Financial first reported a position in WDIV in Q3 2023 and held it in 1 quarter. The position peaked at $15K in Q3 2023. 75 funds tracked by Wall St. Rank hold WDIV as of Q4 2023.

Allworth Financial reported no remaining State Street SPDR S&P Global Dividend ETF position as of Q4 2023 after selling out during the quarter.
Allworth Financial sold 275 State Street SPDR S&P Global Dividend ETF shares in Q4 2023, an estimated $15K.
Allworth Financial first reported a position in State Street SPDR S&P Global Dividend ETF in Q3 2023 and held it in 1 quarter.
Allworth Financial's State Street SPDR S&P Global Dividend ETF position peaked at $15K in Q3 2023.
75 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q4 2023.

Based on Allworth Financial's 13F filing for Q4 2023, filed 24 Jan 2024.