Cypress Wealth Services’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

Cypress Wealth Services’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
2020 Q1	–	Sell	-3,675	Closed	-$263K	–	280
2019 Q4	$263K	Sell	3,675 -50	-1%	-$3.47K	0.07%	206
2019 Q3	$252K	Sell	3,725 -240	-6%	-$15.9K	0.07%	205
2019 Q2	$268K	Hold	3,965	–	–	0.08%	204
2019 Q1	$263K	Sell	3,965 -15	-0.4%	-$986	0.08%	196
2018 Q4	$247K	Hold	3,980	–	–	0.1%	176
2018 Q3	$270K	Sell	3,980 -215	-5%	-$14.7K	0.1%	176
2018 Q2	$283K	Hold	4,195	–	–	0.11%	168
2018 Q1	$289K	Sell	4,195 -190	-4%	-$13.3K	0.12%	141
2017 Q4	$311K	Buy	+4,385	New	+$302K	0.13%	142

Other funds holding WDIV

AWM

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

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Cypress Wealth Services's WDIV Position: Q1 2020 in Review

Cypress Wealth Services sold out of State Street SPDR S&P Global Dividend ETF (WDIV) in Q1 2020, closing a stake of 3,675 shares — an estimated $263K sold.

Cypress Wealth Services first reported a position in WDIV in Q4 2017 and held it in 9 quarters. The position peaked at $311K in Q4 2017. 54 funds tracked by Wall St. Rank hold WDIV as of Q1 2020.

Cypress Wealth Services reported no remaining State Street SPDR S&P Global Dividend ETF position as of Q1 2020 after selling out during the quarter.
Cypress Wealth Services sold 3,675 State Street SPDR S&P Global Dividend ETF shares in Q1 2020, an estimated $263K.
Cypress Wealth Services first reported a position in State Street SPDR S&P Global Dividend ETF in Q4 2017 and held it in 9 quarters.
Cypress Wealth Services's State Street SPDR S&P Global Dividend ETF position peaked at $311K in Q4 2017.
54 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q1 2020.

Based on Cypress Wealth Services's 13F filing for Q1 2020, filed 10 Apr 2020.