Bedel Financial Consulting’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

Bedel Financial Consulting’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 Q2	–	Sell	-1,800	Closed	-$121K	–	915
2022 Q1	$121K	Hold	1,800	–	–	0.04%	244
2021 Q4	$119K	Hold	1,800	–	–	0.04%	253
2021 Q3	$119K	Hold	1,800	–	–	0.04%	242
2021 Q2	$123K	Sell	1,800 -700	-28%	-$48.3K	0.04%	239
2021 Q1	$165K	Buy	+2,500	New	+$159K	0.06%	191

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

IWA

Intercontinental Wealth Advisors San Antonio, Texas $419M AUM 22.15% 1-Year Est. Return

SFA

Seneca Financial Advisors Rochester, New York $341M AUM 14.73% 1-Year Est. Return

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

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

Bedel Financial Consulting's WDIV Position: Q2 2022 in Review

Bedel Financial Consulting sold out of State Street SPDR S&P Global Dividend ETF (WDIV) in Q2 2022, closing a stake of 1,800 shares — an estimated $121K sold.

Bedel Financial Consulting first reported a position in WDIV in Q1 2021 and held it in 5 quarters. The position peaked at $165K in Q1 2021. 61 funds tracked by Wall St. Rank hold WDIV as of Q2 2022.

Bedel Financial Consulting reported no remaining State Street SPDR S&P Global Dividend ETF position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 1,800 State Street SPDR S&P Global Dividend ETF shares in Q2 2022, an estimated $121K.
Bedel Financial Consulting first reported a position in State Street SPDR S&P Global Dividend ETF in Q1 2021 and held it in 5 quarters.
Bedel Financial Consulting's State Street SPDR S&P Global Dividend ETF position peaked at $165K in Q1 2021.
61 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.