Belpointe Asset Management’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

Belpointe Asset Management’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 Q1	–	Sell	-3,824	Closed	-$289K	–	1196
2025 Q4	$289K	Buy	+3,824	New	+$283K	0.01%	836
2023 Q2	–	Sell	-51	Closed	-$3.01K	–	3357
2023 Q1	$3.01K	Hold	51	–	–	﹤0.01%	3196
2022 Q4	$2.99K	Buy	+51	New	+$2.9K	﹤0.01%	3123
2021 Q2	–	Sell	-2,215	Closed	-$146K	–	1186
2021 Q1	$146K	Buy	2,215 +67	+3%	+$4.27K	0.01%	865
2020 Q4	$130K	Buy	+2,148	New	+$124K	0.01%	854
2020 Q1	–	Sell	-9,659	Closed	-$690K	–	799
2019 Q4	$690K	Sell	9,659 -273	-3%	-$19K	0.09%	248
2019 Q3	$671K	Buy	9,932 +221	+2%	+$14.7K	0.11%	213
2019 Q2	$655K	Buy	9,711 +1,278	+15%	+$85.9K	0.13%	173
2019 Q1	$559K	Buy	+8,433	New	+$554K	0.11%	148

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

KKM Financial Chicago, Illinois $563M AUM 28.2% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Belpointe Asset Management's WDIV Position: Q1 2026 in Review

Belpointe Asset Management sold out of State Street SPDR S&P Global Dividend ETF (WDIV) in Q1 2026, closing a stake of 3,824 shares — an estimated $289K sold.

Belpointe Asset Management first reported a position in WDIV in Q1 2019 and held it in 9 quarters. The position peaked at $690K in Q4 2019. 85 funds tracked by Wall St. Rank hold WDIV as of Q1 2026.

Belpointe Asset Management reported no remaining State Street SPDR S&P Global Dividend ETF position as of Q1 2026 after selling out during the quarter.
Belpointe Asset Management sold 3,824 State Street SPDR S&P Global Dividend ETF shares in Q1 2026, an estimated $289K.
Belpointe Asset Management first reported a position in State Street SPDR S&P Global Dividend ETF in Q1 2019 and held it in 9 quarters.
Belpointe Asset Management's State Street SPDR S&P Global Dividend ETF position peaked at $690K in Q4 2019.
85 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.