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

Boreal Capital 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
2025
Q3 		– Sell
-300
Closed -$21.2K – 564
2025
Q2 		$21.2K Buy
+300
New +$20.3K 0.02% 268

Other funds holding WDIV

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boreal Capital Management's WDIV Position: Q3 2025 in Review

Boreal Capital Management sold out of State Street SPDR S&P Global Dividend ETF (WDIV) in Q3 2025, closing a stake of 300 shares — an estimated $21.2K sold.

Boreal Capital Management first reported a position in WDIV in Q2 2025 and held it in 1 quarter. The position peaked at $21.2K in Q2 2025. 81 funds tracked by Wall St. Rank hold WDIV as of Q3 2025.

  • Boreal Capital Management reported no remaining State Street SPDR S&P Global Dividend ETF position as of Q3 2025 after selling out during the quarter.
  • Boreal Capital Management sold 300 State Street SPDR S&P Global Dividend ETF shares in Q3 2025, an estimated $21.2K.
  • Boreal Capital Management first reported a position in State Street SPDR S&P Global Dividend ETF in Q2 2025 and held it in 1 quarter.
  • Boreal Capital Management's State Street SPDR S&P Global Dividend ETF position peaked at $21.2K in Q2 2025.
  • 81 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q3 2025.

Based on Boreal Capital Management's 13F filing for Q3 2025, filed 13 Feb 2026.