Capital Investment Advisory Services’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

Capital Investment Advisory Services’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
2024 Q4	–	Sell	-250	Closed	-$16.7K	–	1008
2024 Q3	$16.7K	Hold	250	–	–	﹤0.01%	811
2024 Q2	$14.8K	Hold	250	–	–	﹤0.01%	798
2024 Q1	$15K	Hold	250	–	–	﹤0.01%	785
2023 Q4	$15.1K	Hold	250	–	–	﹤0.01%	795
2023 Q3	$13.6K	Hold	250	–	–	﹤0.01%	765
2023 Q2	$14.4K	Hold	250	–	–	﹤0.01%	722
2023 Q1	$14.7K	Hold	250	–	–	﹤0.01%	705
2022 Q4	$14.7K	Hold	250	–	–	﹤0.01%	719
2022 Q3	$13K	Hold	250	–	–	﹤0.01%	677
2022 Q2	$15K	Hold	250	–	–	﹤0.01%	690
2022 Q1	$17K	Hold	250	–	–	﹤0.01%	708
2021 Q4	$17K	Hold	250	–	–	﹤0.01%	693
2021 Q3	$16K	Hold	250	–	–	﹤0.01%	652
2021 Q2	$17K	Sell	250 -1,000	-80%	-$69K	﹤0.01%	677
2021 Q1	$83K	Hold	1,250	–	–	0.01%	497
2020 Q4	$75K	Buy	1,250 +250	+25%	+$14.4K	0.01%	484
2020 Q3	$53K	Hold	1,000	–	–	0.01%	447
2020 Q2	$53K	Sell	1,000 -50	-5%	-$2.58K	0.01%	404
2020 Q1	$50K	Hold	1,050	–	–	0.01%	387
2019 Q4	$75K	Hold	1,050	–	–	0.02%	364
2019 Q3	$71K	Hold	1,050	–	–	0.02%	480
2019 Q2	$70K	Hold	1,050	–	–	0.02%	469
2019 Q1	$70K	Hold	1,050	–	–	0.03%	416
2018 Q4	$65K	Buy	+1,050	New	+$68.4K	0.03%	405

Other funds holding WDIV

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Savoie Capital Chicago, Illinois $805M AUM 19.48% 1-Year Est. Return

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

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

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

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Capital Investment Advisory Services's WDIV Position: Q4 2024 in Review

Capital Investment Advisory Services sold out of State Street SPDR S&P Global Dividend ETF (WDIV) in Q4 2024, closing a stake of 250 shares — an estimated $16.7K sold.

Capital Investment Advisory Services first reported a position in WDIV in Q4 2018 and held it in 24 quarters. The position peaked at $83K in Q1 2021. 71 funds tracked by Wall St. Rank hold WDIV as of Q4 2024.

Capital Investment Advisory Services reported no remaining State Street SPDR S&P Global Dividend ETF position as of Q4 2024 after selling out during the quarter.
Capital Investment Advisory Services sold 250 State Street SPDR S&P Global Dividend ETF shares in Q4 2024, an estimated $16.7K.
Capital Investment Advisory Services first reported a position in State Street SPDR S&P Global Dividend ETF in Q4 2018 and held it in 24 quarters.
Capital Investment Advisory Services's State Street SPDR S&P Global Dividend ETF position peaked at $83K in Q1 2021.
71 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q4 2024.

Based on Capital Investment Advisory Services's 13F filing for Q4 2024, filed 23 Jan 2025.