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

Csenge Advisory 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
2024 Q4	–	Sell	-3,902	Closed	-$258K	–	767
2024 Q3	$258K	Sell	3,902 -163	-4%	-$10.3K	0.01%	603
2024 Q2	$240K	Buy	4,065 +108	+3%	+$6.47K	0.01%	579
2024 Q1	$237K	Sell	3,957 -91	-2%	-$5.39K	0.01%	622
2023 Q4	$245K	Sell	4,048 -5	-0.1%	-$281	0.02%	573
2023 Q3	$221K	Sell	4,053 -121	-3%	-$6.94K	0.02%	564
2023 Q2	$240K	Buy	+4,174	New	+$245K	0.02%	557

Other funds holding WDIV

AWM

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

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

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

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

Savoie Capital Chicago, Illinois $805M AUM 19.48% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BOSSRA

B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Csenge Advisory Group's WDIV Position: Q4 2024 in Review

Csenge Advisory Group sold out of State Street SPDR S&P Global Dividend ETF (WDIV) in Q4 2024, closing a stake of 3,902 shares — an estimated $258K sold.

Csenge Advisory Group first reported a position in WDIV in Q2 2023 and held it in 6 quarters. The position peaked at $258K in Q3 2024. 71 funds tracked by Wall St. Rank hold WDIV as of Q4 2024.

Csenge Advisory Group reported no remaining State Street SPDR S&P Global Dividend ETF position as of Q4 2024 after selling out during the quarter.
Csenge Advisory Group sold 3,902 State Street SPDR S&P Global Dividend ETF shares in Q4 2024, an estimated $258K.
Csenge Advisory Group first reported a position in State Street SPDR S&P Global Dividend ETF in Q2 2023 and held it in 6 quarters.
Csenge Advisory Group's State Street SPDR S&P Global Dividend ETF position peaked at $258K in Q3 2024.
71 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q4 2024.

Based on Csenge Advisory Group's 13F filing for Q4 2024, filed 30 Jan 2025.