Corient Private Wealth
WDIV icon

Corient Private Wealth’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

Corient Private Wealth’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 		$3.93M Sell
50,949
-50,899
-50% -$4.01M 0.01% 939
2025
Q4 		$7.68M Buy
101,848
+50,022
+97% +$3.7M 0.01% 873
2025
Q3 		$3.77M Sell
51,826
-6,362
-11% -$459K 0.01% 815
2025
Q2 		$4.1M Sell
58,188
-272
-0.5% -$18.4K 0.01% 762
2025
Q1 		$3.81M Hold
58,460
– – 0.01% 758
2024
Q4 		$3.63M Sell
58,460
-4,031
-6% -$262K 0.01% 796
2024
Q3 		$4.17M Sell
62,491
-6,814
-10% -$432K 0.01% 806
2024
Q2 		$4.1M Sell
69,305
-2,532
-4% -$152K 0.01% 765
2024
Q1 		$4.31M Sell
71,837
-4,296
-6% -$254K 0.01% 750
2023
Q4 		$4.6M Sell
76,133
-11,399
-13% -$640K 0.01% 716
2023
Q3 		$4.78M Buy
+87,532
New +$5.02M 0.01% 645

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 $376B 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
KF
KKM Financial Chicago, Illinois $563M AUM 28.2% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return