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

Avantax Advisory Services’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 Q2	$588K	Sell	8,341 -350	-4%	-$23.6K	﹤0.01%	1486
2025 Q1	$566K	Hold	8,691	–	–	﹤0.01%	1424
2024 Q4	$540K	Sell	8,691 -539	-6%	-$35K	﹤0.01%	1394
2024 Q3	$615K	Sell	9,230 -678	-7%	-$42.9K	﹤0.01%	1283
2024 Q2	$586K	Hold	9,908	–	–	﹤0.01%	1269
2024 Q1	$594K	Sell	9,908 -1,112	-10%	-$65.8K	0.01%	959
2023 Q4	$666K	Sell	11,020 -400	-4%	-$22.4K	0.01%	863
2023 Q3	$623K	Sell	11,420 -200	-2%	-$11.5K	0.01%	856
2023 Q2	$667K	Hold	11,620	–	–	0.01%	831
2023 Q1	$685K	Sell	11,620 -2,438	-17%	-$146K	0.01%	792
2022 Q4	$825K	Sell	14,058 -1,580	-10%	-$89.9K	0.01%	692
2022 Q3	$834K	Sell	15,638 -402	-3%	-$24.1K	0.01%	614
2022 Q2	$990K	Sell	16,040 -690	-4%	-$45K	0.01%	550
2022 Q1	$1.13M	Buy	16,730 +531	+3%	+$35.7K	0.02%	510
2021 Q4	$1.07M	Buy	16,199 +616	+4%	+$41.1K	0.02%	523
2021 Q3	$1.03M	Buy	15,583 +2,194	+16%	+$148K	0.02%	479
2021 Q2	$910K	Buy	13,389 +1,547	+13%	+$107K	0.02%	496
2021 Q1	$786K	Buy	11,842 +7,168	+153%	+$457K	0.02%	485
2020 Q4	$283K	Sell	4,674 -16,527	-78%	-$953K	0.01%	751
2020 Q3	$1.13M	Buy	+21,201	New	+$1.16M	0.02%	509

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 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

WANY

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

Avantax Advisory Services's WDIV Position: Q2 2025 in Review

Avantax Advisory Services reduced its State Street SPDR S&P Global Dividend ETF (WDIV) stake by 4% in Q2 2025, selling an estimated $23.6K and leaving 8,341 shares worth $588K. The position accounts for ﹤0.01% of the portfolio, ranked #1486.

Avantax Advisory Services first reported a position in WDIV in Q3 2020 and has held it in 20 quarters since. The position peaked at $1.13M in Q3 2020. 79 funds tracked by Wall St. Rank hold WDIV as of Q2 2025.

Avantax Advisory Services held 8,341 shares of State Street SPDR S&P Global Dividend ETF worth $588K as of Q2 2025.
Avantax Advisory Services sold 350 State Street SPDR S&P Global Dividend ETF shares in Q2 2025, an estimated $23.6K.
State Street SPDR S&P Global Dividend ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1486 holding.
Avantax Advisory Services first reported a position in State Street SPDR S&P Global Dividend ETF in Q3 2020 and has held it in 20 quarters since.
Avantax Advisory Services's State Street SPDR S&P Global Dividend ETF position peaked at $1.13M in Q3 2020.
79 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.