Aptus Capital Advisors’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

Aptus Capital Advisors’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	$1.76K	Buy	+22	New	+$1.77K	﹤0.01%	1729
2022 Q3	–	Sell	-156	Closed	-$10K	–	819
2022 Q2	$10K	Hold	156	–	–	﹤0.01%	575
2022 Q1	$11K	Hold	156	–	–	﹤0.01%	602
2021 Q4	$10K	Hold	156	–	–	﹤0.01%	502
2021 Q3	$10K	Hold	156	–	–	﹤0.01%	478
2021 Q2	$11K	Hold	156	–	–	﹤0.01%	497
2021 Q1	$10K	Hold	156	–	–	﹤0.01%	465
2020 Q4	$9K	Hold	156	–	–	﹤0.01%	427
2020 Q3	$8K	Hold	156	–	–	﹤0.01%	425
2020 Q2	$8K	Hold	156	–	–	﹤0.01%	376
2020 Q1	$7K	Hold	156	–	–	﹤0.01%	369
2019 Q4	$11K	Sell	156 -156	-50%	-$10.8K	﹤0.01%	456
2019 Q3	$21K	Buy	+312	New	+$20.7K	﹤0.01%	424

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

Aptus Capital Advisors's WDIV Position: Q2 2026 in Review

Aptus Capital Advisors opened a new position in State Street SPDR S&P Global Dividend ETF (WDIV) in Q2 2026: 22 shares worth $1.76K. The stake represents ﹤0.01% of the portfolio and ranks #1729 among its holdings. This is a return to the name: Aptus Capital Advisors previously reported a position in WDIV as recently as Q2 2022.

Aptus Capital Advisors first reported a position in WDIV in Q3 2019 and has held it in 13 quarters since. The position peaked at $21K in Q3 2019. 84 funds tracked by Wall St. Rank hold WDIV as of Q2 2026.

Aptus Capital Advisors held 22 shares of State Street SPDR S&P Global Dividend ETF worth $1.76K as of Q2 2026.
State Street SPDR S&P Global Dividend ETF was a new Aptus Capital Advisors position in Q2 2026.
State Street SPDR S&P Global Dividend ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1729 holding.
Aptus Capital Advisors first reported a position in State Street SPDR S&P Global Dividend ETF in Q3 2019 and has held it in 13 quarters since.
Aptus Capital Advisors's State Street SPDR S&P Global Dividend ETF position peaked at $21K in Q3 2019.
84 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.