Baldwin Wealth Partners’s Global X SuperDividend ETF SDIV Stock Holding History

Baldwin Wealth Partners’s Portfolio SDIV Stock Details SDIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-91	Closed	-$2.14K	–	862
2024 Q3	$2.14K	Hold	91	–	–	﹤0.01%	943
2024 Q2	$2K	Hold	91	–	–	﹤0.01%	658
2024 Q1	$1.97K	Hold	91	–	–	﹤0.01%	641
2023 Q4	$2.05K	Hold	91	–	–	﹤0.01%	665
2023 Q3	$1.99K	Hold	91	–	–	﹤0.01%	683
2023 Q2	$2.06K	Hold	91	–	–	﹤0.01%	698
2023 Q1	$2.1K	Hold	91	–	–	﹤0.01%	726
2022 Q4	$2.19K	Sell	91 -1	-1%	-$24	﹤0.01%	710
2022 Q3	$2K	Sell	92 -91	-50%	-$2.43K	﹤0.01%	623
2022 Q2	$5K	Hold	183	–	–	﹤0.01%	593
2022 Q1	$6K	Hold	183	–	–	﹤0.01%	581
2021 Q4	$7K	Hold	183	–	–	﹤0.01%	531
2021 Q3	$7K	Hold	183	–	–	﹤0.01%	549
2021 Q2	$8K	Hold	183	–	–	﹤0.01%	552
2021 Q1	$8K	Hold	183	–	–	﹤0.01%	529
2020 Q4	$7K	Hold	183	–	–	﹤0.01%	484
2020 Q3	$6K	Hold	183	–	–	﹤0.01%	464
2020 Q2	$6K	Hold	183	–	–	﹤0.01%	467
2020 Q1	$5K	Hold	183	–	–	﹤0.01%	474
2019 Q4	$10K	Sell	183 -142	-44%	-$7.31K	﹤0.01%	456
2019 Q3	$17K	Hold	325	–	–	﹤0.01%	418
2019 Q2	$17K	Hold	325	–	–	﹤0.01%	409
2019 Q1	$18K	Hold	325	–	–	﹤0.01%	407
2018 Q4	$17K	Hold	325	–	–	﹤0.01%	395
2018 Q3	$20K	Hold	325	–	–	﹤0.01%	402
2018 Q2	$20K	Sell	325 -33	-9%	-$2.06K	﹤0.01%	403
2018 Q1	$22K	Hold	358	–	–	﹤0.01%	373
2017 Q4	$23K	Hold	358	–	–	﹤0.01%	361
2017 Q3	$24K	Hold	358	–	–	﹤0.01%	346
2017 Q2	$23K	Sell	358 -133	-27%	-$8.56K	﹤0.01%	365
2017 Q1	$32K	Sell	491 -2,767	-85%	-$177K	0.01%	331
2016 Q4	$203K	Hold	3,258	–	–	0.04%	176
2016 Q3	$210K	Sell	3,258 -3,833	-54%	-$246K	0.04%	173
2016 Q2	$443K	Sell	7,091 -867	-11%	-$53.3K	0.09%	123
2016 Q1	$482K	Sell	7,958 -83	-1%	-$4.66K	0.09%	151
2015 Q4	$476K	Sell	8,041 -4,325	-35%	-$262K	0.08%	160
2015 Q3	$729K	Sell	12,366 -67	-0.5%	-$4.23K	0.12%	139
2015 Q2	$826K	Sell	12,433 -433	-3%	-$30.3K	0.12%	142
2015 Q1	$893K	Sell	12,866 -1,251	-9%	-$87.2K	0.13%	137
2014 Q4	$977K	Sell	14,117 -4,800	-25%	-$341K	0.14%	136
2014 Q3	$1.36M	Sell	18,917 -4,300	-19%	-$329K	0.19%	107
2014 Q2	$1.81M	Sell	23,217 -1,066	-4%	-$80.7K	0.27%	80
2014 Q1	$1.79M	Sell	24,283 -7,814	-24%	-$552K	0.29%	74
2013 Q4	$2.26M	Sell	32,097 -1,650	-5%	-$115K	0.36%	70
2013 Q3	$2.32M	Sell	33,747 -3,566	-10%	-$239K	0.42%	62
2013 Q2	$2.4M	Buy	+37,313	New	+$2.57M	0.47%	63

Other funds holding SDIV

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Baldwin Wealth Partners's SDIV Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Global X SuperDividend ETF (SDIV) in Q4 2024, closing a stake of 91 shares — an estimated $2.14K sold.

Baldwin Wealth Partners first reported a position in SDIV in Q2 2013 and held it in 46 quarters. The position peaked at $2.4M in Q2 2013. 86 funds tracked by Wall St. Rank hold SDIV as of Q4 2024.

Baldwin Wealth Partners reported no remaining Global X SuperDividend ETF position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 91 Global X SuperDividend ETF shares in Q4 2024, an estimated $2.14K.
Baldwin Wealth Partners first reported a position in Global X SuperDividend ETF in Q2 2013 and held it in 46 quarters.
Baldwin Wealth Partners's Global X SuperDividend ETF position peaked at $2.4M in Q2 2013.
86 funds tracked by Wall St. Rank held Global X SuperDividend ETF as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.