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

Avantax Planning Partners’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	-3,990	Closed	-$246K	–	365
2022 Q2	$246K	Hold	3,990	–	–	0.01%	301
2022 Q1	$269K	Hold	3,990	–	–	0.01%	298
2021 Q4	$264K	Hold	3,990	–	–	0.01%	293
2021 Q3	$263K	Buy	3,990 +737	+23%	+$49.9K	0.01%	277
2021 Q2	$221K	Hold	3,253	–	–	0.01%	300
2021 Q1	$215K	Buy	+3,253	New	+$208K	0.01%	286

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

Avantax Planning Partners's WDIV Position: Q3 2022 in Review

Avantax Planning Partners sold out of State Street SPDR S&P Global Dividend ETF (WDIV) in Q3 2022, closing a stake of 3,990 shares — an estimated $246K sold.

Avantax Planning Partners first reported a position in WDIV in Q1 2021 and held it in 6 quarters. The position peaked at $269K in Q1 2022. 57 funds tracked by Wall St. Rank hold WDIV as of Q3 2022.

Avantax Planning Partners reported no remaining State Street SPDR S&P Global Dividend ETF position as of Q3 2022 after selling out during the quarter.
Avantax Planning Partners sold 3,990 State Street SPDR S&P Global Dividend ETF shares in Q3 2022, an estimated $246K.
Avantax Planning Partners first reported a position in State Street SPDR S&P Global Dividend ETF in Q1 2021 and held it in 6 quarters.
Avantax Planning Partners's State Street SPDR S&P Global Dividend ETF position peaked at $269K in Q1 2022.
57 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q3 2022.

Based on Avantax Planning Partners's 13F filing for Q3 2022, filed 14 Oct 2022.