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

Creative Planning’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
2023 Q3	–	Sell	-8,100	Closed	-$465K	–	3051
2023 Q2	$465K	Buy	+8,100	New	+$476K	﹤0.01%	1596
2015 Q2	–	Sell	-28	Closed	-$2K	–	3014
2015 Q1	$2K	Buy	+28	New	+$1.86K	﹤0.01%	3915

Other funds holding WDIV

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Creative Planning's WDIV Position: Q3 2023 in Review

Creative Planning sold out of State Street SPDR S&P Global Dividend ETF (WDIV) in Q3 2023, closing a stake of 8,100 shares — an estimated $465K sold.

Creative Planning first reported a position in WDIV in Q1 2015 and held it in 2 quarters. The position peaked at $465K in Q2 2023. 68 funds tracked by Wall St. Rank hold WDIV as of Q3 2023.

Creative Planning reported no remaining State Street SPDR S&P Global Dividend ETF position as of Q3 2023 after selling out during the quarter.
Creative Planning sold 8,100 State Street SPDR S&P Global Dividend ETF shares in Q3 2023, an estimated $465K.
Creative Planning first reported a position in State Street SPDR S&P Global Dividend ETF in Q1 2015 and held it in 2 quarters.
Creative Planning's State Street SPDR S&P Global Dividend ETF position peaked at $465K in Q2 2023.
68 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q3 2023.

Based on Creative Planning's 13F filing for Q3 2023, filed 16 Nov 2023.