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

Authentikos Wealth Advisory’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
2025 Q1	–	Sell	-7,483	Closed	-$465K	–	104
2024 Q4	$465K	Sell	7,483 -591	-7%	-$38.4K	0.46%	45
2024 Q3	$538K	Buy	+8,074	New	+$511K	0.52%	45
2024 Q2	–	Sell	-7,401	Closed	-$444K	–	72
2024 Q1	$444K	Sell	7,401 -142	-2%	-$8.41K	0.45%	42
2023 Q4	$456K	Sell	7,543 -1,185	-14%	-$66.5K	0.48%	40
2023 Q3	$476K	Sell	8,728 -128	-1%	-$7.34K	0.46%	39
2023 Q2	$508K	Sell	8,856 -882	-9%	-$51.8K	0.48%	40
2023 Q1	$572K	Buy	+9,738	New	+$584K	0.58%	31

Other funds holding WDIV

AWM

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Savoie Capital Chicago, Illinois $805M AUM 19.48% 1-Year Est. Return

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

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

BOSSRA

B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

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

Authentikos Wealth Advisory's WDIV Position: Q1 2025 in Review

Authentikos Wealth Advisory sold out of State Street SPDR S&P Global Dividend ETF (WDIV) in Q1 2025, closing a stake of 7,483 shares — an estimated $465K sold.

Authentikos Wealth Advisory first reported a position in WDIV in Q1 2023 and held it in 7 quarters. The position peaked at $572K in Q1 2023. 70 funds tracked by Wall St. Rank hold WDIV as of Q1 2025.

Authentikos Wealth Advisory reported no remaining State Street SPDR S&P Global Dividend ETF position as of Q1 2025 after selling out during the quarter.
Authentikos Wealth Advisory sold 7,483 State Street SPDR S&P Global Dividend ETF shares in Q1 2025, an estimated $465K.
Authentikos Wealth Advisory first reported a position in State Street SPDR S&P Global Dividend ETF in Q1 2023 and held it in 7 quarters.
Authentikos Wealth Advisory's State Street SPDR S&P Global Dividend ETF position peaked at $572K in Q1 2023.
70 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q1 2025.

Based on Authentikos Wealth Advisory's 13F filing for Q1 2025, filed 17 Apr 2025.