DCM Advisors’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

DCM Advisors’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
2021 Q4	–	Sell	-2,000	Closed	-$132K	–	322
2021 Q3	$132K	Hold	2,000	–	–	0.05%	246
2021 Q2	$136K	Buy	2,000 +1,000	+100%	+$69K	0.08%	208
2021 Q1	$66K	Hold	1,000	–	–	0.04%	220
2020 Q4	$60K	Buy	+1,000	New	+$57.7K	0.03%	215

Other funds holding WDIV

AWM

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

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

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

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

SFA

Seneca Financial Advisors Rochester, New York $341M AUM 14.73% 1-Year Est. Return

IWA

Intercontinental Wealth Advisors San Antonio, Texas $419M AUM 22.15% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

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

DCM Advisors's WDIV Position: Q4 2021 in Review

DCM Advisors sold out of State Street SPDR S&P Global Dividend ETF (WDIV) in Q4 2021, closing a stake of 2,000 shares — an estimated $132K sold.

DCM Advisors first reported a position in WDIV in Q4 2020 and held it in 4 quarters. The position peaked at $136K in Q2 2021. 63 funds tracked by Wall St. Rank hold WDIV as of Q4 2021.

DCM Advisors reported no remaining State Street SPDR S&P Global Dividend ETF position as of Q4 2021 after selling out during the quarter.
DCM Advisors sold 2,000 State Street SPDR S&P Global Dividend ETF shares in Q4 2021, an estimated $132K.
DCM Advisors first reported a position in State Street SPDR S&P Global Dividend ETF in Q4 2020 and held it in 4 quarters.
DCM Advisors's State Street SPDR S&P Global Dividend ETF position peaked at $136K in Q2 2021.
63 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q4 2021.

Based on DCM Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.