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COMPASS FINANCIAL MANAGEMENT LLC’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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
Q2 		$136K Buy
+1,642
New +$132K 0.02% 495

Other funds holding WDIV

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SFA
Seneca Financial Advisors Rochester, New York $385M AUM 18.43% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
RMP
Richards, Merrill & Peterson Spokane, Washington $315M AUM 30.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's WDIV Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in State Street SPDR S&P Global Dividend ETF (WDIV) in Q2 2026: 1,642 shares worth $136K. The stake represents 0.02% of the portfolio and ranks #495 among its holdings.

64 funds tracked by Wall St. Rank hold WDIV as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 1,642 shares of State Street SPDR S&P Global Dividend ETF worth $136K as of Q2 2026.
  • State Street SPDR S&P Global Dividend ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • State Street SPDR S&P Global Dividend ETF made up 0.02% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #495 holding.
  • 64 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.