B.O.S.S. Retirement Advisors’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

B.O.S.S. Retirement 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
2026 Q2	$453K	Sell	5,667 -853	-13%	-$68.6K	0.12%	99
2026 Q1	$503K	Sell	6,520 -2,799	-30%	-$220K	0.15%	94
2025 Q4	$703K	Sell	9,319 -20,975	-69%	-$1.55M	0.22%	78
2025 Q3	$2.2M	Sell	30,294 -4,987	-14%	-$360K	0.53%	43
2025 Q2	$2.49M	Sell	35,281 -3,907	-10%	-$264K	0.62%	36
2025 Q1	$2.55M	Sell	39,188 -986	-2%	-$62.5K	0.74%	32
2024 Q4	$2.49M	Buy	40,174 +32,983	+459%	+$2.14M	0.7%	31
2024 Q3	$480K	Buy	+7,191	New	+$455K	0.1%	150
2024 Q1	–	Sell	-26,043	Closed	-$1.57M	–	240
2023 Q4	$1.57M	Buy	26,043 +2,434	+10%	+$137K	0.31%	110
2023 Q3	$1.29M	Buy	23,609 +1,934	+9%	+$111K	0.28%	143
2023 Q2	$1.24M	Buy	21,675 +2,306	+12%	+$136K	0.26%	151
2023 Q1	$1.14M	Buy	19,369 +1,668	+9%	+$100K	0.27%	137
2022 Q4	$1.04M	Buy	+17,701	New	+$1.01M	0.27%	137

Other funds holding WDIV

RMP

Richards, Merrill & Peterson Spokane, Washington $315M AUM 30.62% 1-Year Est. Return

Crescent Sterling Metairie, Louisiana $112M AUM 26.76% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return

Q1WB

Quest 10 Wealth Builders Fuquay-Varina, Virginia $129M AUM 22.73% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

RCM

Richardson Capital Management Menomonee Falls, Wisconsin $234M AUM 22.66% 1-Year Est. Return

KFI

Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

RCM

Raleigh Capital Management Cary, North Carolina $313M AUM 23.55% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

B.O.S.S. Retirement Advisors's WDIV Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors reduced its State Street SPDR S&P Global Dividend ETF (WDIV) stake by 13% in Q2 2026, selling an estimated $68.6K and leaving 5,667 shares worth $453K. The position accounts for 0.12% of the portfolio, ranked #99.

B.O.S.S. Retirement Advisors first reported a position in WDIV in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.55M in Q1 2025. 16 funds tracked by Wall St. Rank hold WDIV as of Q2 2026.

B.O.S.S. Retirement Advisors held 5,667 shares of State Street SPDR S&P Global Dividend ETF worth $453K as of Q2 2026.
B.O.S.S. Retirement Advisors sold 853 State Street SPDR S&P Global Dividend ETF shares in Q2 2026, an estimated $68.6K.
State Street SPDR S&P Global Dividend ETF made up 0.12% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #99 holding.
B.O.S.S. Retirement Advisors first reported a position in State Street SPDR S&P Global Dividend ETF in Q4 2022 and has held it in 13 quarters since.
B.O.S.S. Retirement Advisors's State Street SPDR S&P Global Dividend ETF position peaked at $2.55M in Q1 2025.
16 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.