CPG
WDIV icon

Cornerstone Planning Group’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

Cornerstone Planning Group’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 		$78.5K Buy
948
+17
+2% +$1.37K 0.01% 297
2026
Q1 		$75.1K Buy
931
+609
+189% +$48K 0.01% 298
2025
Q4 		$25.4K Buy
+322
New +$23.8K ﹤0.01% 525

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
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $72.2B AUM 27.85% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Cornerstone Planning Group's WDIV Position: Q2 2026 in Review

Cornerstone Planning Group increased its State Street SPDR S&P Global Dividend ETF (WDIV) stake by 1.8% in Q2 2026, buying an estimated $1.37K and bringing the position to 948 shares worth $78.5K. The position accounts for 0.01% of the portfolio, ranked #297.

Cornerstone Planning Group first reported a position in WDIV in Q4 2025 and has held it in 3 quarters since. 84 funds tracked by Wall St. Rank hold WDIV as of Q2 2026.

  • Cornerstone Planning Group held 948 shares of State Street SPDR S&P Global Dividend ETF worth $78.5K as of Q2 2026.
  • Cornerstone Planning Group bought 17 State Street SPDR S&P Global Dividend ETF shares in Q2 2026, an estimated $1.37K.
  • State Street SPDR S&P Global Dividend ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #297 holding.
  • Cornerstone Planning Group first reported a position in State Street SPDR S&P Global Dividend ETF in Q4 2025 and has held it in 3 quarters since.
  • 84 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.