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
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 $18.5B AUM 19.51% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IWA

Intercontinental Wealth Advisors San Antonio, Texas $419M AUM 22.15% 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

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

Aptus Capital Advisors's WDIV Position: Q3 2022 in Review

Aptus Capital Advisors sold out of State Street SPDR S&P Global Dividend ETF (WDIV) in Q3 2022, closing a stake of 156 shares — an estimated $10K sold.

Aptus Capital Advisors first reported a position in WDIV in Q3 2019 and held it in 12 quarters. The position peaked at $21K in Q3 2019. 57 funds tracked by Wall St. Rank hold WDIV as of Q3 2022.

Aptus Capital Advisors reported no remaining State Street SPDR S&P Global Dividend ETF position as of Q3 2022 after selling out during the quarter.
Aptus Capital Advisors sold 156 State Street SPDR S&P Global Dividend ETF shares in Q3 2022, an estimated $10K.
Aptus Capital Advisors first reported a position in State Street SPDR S&P Global Dividend ETF in Q3 2019 and held it in 12 quarters.
Aptus Capital Advisors's State Street SPDR S&P Global Dividend ETF position peaked at $21K in Q3 2019.
57 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q3 2022.

Based on Aptus Capital Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.