Cornerstone Planning Group
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
Q3 		– Sell
-948
Closed -$78.5K – 1702
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

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Citigroup
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Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Seneca Financial Advisors
Seneca Financial Advisors Rochester, New York $377M AUM 10.45% 1-Year Est. Return
Richards, Merrill & Peterson
Richards, Merrill & Peterson Spokane, Washington $328M AUM 25.09% 1-Year Est. Return
Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Key Capital Management
Key Capital Management Hendersonville, Tn 37075, Tennessee $273M AUM 7.44% 1-Year Est. Return
Crescent Sterling
Crescent Sterling Metairie, Louisiana $122M AUM 24.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cornerstone Planning Group's WDIV Position: Q3 2026 in Review

Cornerstone Planning Group sold out of State Street SPDR S&P Global Dividend ETF (WDIV) in Q3 2026, closing a stake of 948 shares — an estimated $78.5K sold.

Cornerstone Planning Group first reported a position in WDIV in Q4 2025 and held it in 3 quarters. The position peaked at $78.5K in Q2 2026. 43 funds tracked by Wall St. Rank hold WDIV as of Q3 2026.

  • Cornerstone Planning Group reported no remaining State Street SPDR S&P Global Dividend ETF position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 948 State Street SPDR S&P Global Dividend ETF shares in Q3 2026, an estimated $78.5K.
  • Cornerstone Planning Group first reported a position in State Street SPDR S&P Global Dividend ETF in Q4 2025 and held it in 3 quarters.
  • Cornerstone Planning Group's State Street SPDR S&P Global Dividend ETF position peaked at $78.5K in Q2 2026.
  • 43 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.