Arbor Wealth Management’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

Arbor Wealth Management’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
2019 Q3	–	Sell	-1,936	Closed	-$131K	–	193
2019 Q2	$131K	Sell	1,936 -114	-6%	-$7.66K	0.07%	61
2019 Q1	$136K	Sell	2,050 -232	-10%	-$15.2K	0.08%	63
2018 Q4	$141K	Buy	+2,282	New	+$149K	0.12%	51
2016 Q1	–	Sell	-2,631	Closed	-$140K	–	127
2015 Q4	$140K	Buy	+2,631	New	+$158K	0.15%	83

Other funds holding WDIV

AWM

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

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Arbor Wealth Management's WDIV Position: Q3 2019 in Review

Arbor Wealth Management sold out of State Street SPDR S&P Global Dividend ETF (WDIV) in Q3 2019, closing a stake of 1,936 shares — an estimated $131K sold.

Arbor Wealth Management first reported a position in WDIV in Q4 2015 and held it in 4 quarters. The position peaked at $141K in Q4 2018. 57 funds tracked by Wall St. Rank hold WDIV as of Q3 2019.

Arbor Wealth Management reported no remaining State Street SPDR S&P Global Dividend ETF position as of Q3 2019 after selling out during the quarter.
Arbor Wealth Management sold 1,936 State Street SPDR S&P Global Dividend ETF shares in Q3 2019, an estimated $131K.
Arbor Wealth Management first reported a position in State Street SPDR S&P Global Dividend ETF in Q4 2015 and held it in 4 quarters.
Arbor Wealth Management's State Street SPDR S&P Global Dividend ETF position peaked at $141K in Q4 2018.
57 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q3 2019.

Based on Arbor Wealth Management's 13F filing for Q3 2019, filed 6 Nov 2019.