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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
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 $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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 $432B AUM 30.22% 1-Year Est. Return

Cornerstone Planning Group's WDIV Position: Q1 2026 in Review

Cornerstone Planning Group increased its State Street SPDR S&P Global Dividend ETF (WDIV) stake by 189% in Q1 2026, buying an estimated $48K and bringing the position to 931 shares worth $75.1K. The position accounts for 0.01% of the portfolio, ranked #298.

Cornerstone Planning Group first reported a position in WDIV in Q4 2025 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold WDIV as of Q1 2026.

  • Cornerstone Planning Group held 931 shares of State Street SPDR S&P Global Dividend ETF worth $75.1K as of Q1 2026.
  • Cornerstone Planning Group bought 609 State Street SPDR S&P Global Dividend ETF shares in Q1 2026, an estimated $48K.
  • State Street SPDR S&P Global Dividend ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q1 2026, its #298 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 2 quarters since.
  • 85 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q1 2026.

Based on Cornerstone Planning Group's 13F filing for Q1 2026, filed 6 May 2026.