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Dowling & Yahnke’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

Dowling & Yahnke’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
-180
Closed -$13K – 387
2019
Q4 		$13K Buy
+180
New +$12.5K ﹤0.01% 339

Other funds holding WDIV

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
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
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Dowling & Yahnke's WDIV Position: Q1 2020 in Review

Dowling & Yahnke sold out of State Street SPDR S&P Global Dividend ETF (WDIV) in Q1 2020, closing a stake of 180 shares — an estimated $13K sold.

Dowling & Yahnke first reported a position in WDIV in Q4 2019 and held it in 1 quarter. The position peaked at $13K in Q4 2019. 54 funds tracked by Wall St. Rank hold WDIV as of Q1 2020.

  • Dowling & Yahnke reported no remaining State Street SPDR S&P Global Dividend ETF position as of Q1 2020 after selling out during the quarter.
  • Dowling & Yahnke sold 180 State Street SPDR S&P Global Dividend ETF shares in Q1 2020, an estimated $13K.
  • Dowling & Yahnke first reported a position in State Street SPDR S&P Global Dividend ETF in Q4 2019 and held it in 1 quarter.
  • Dowling & Yahnke's State Street SPDR S&P Global Dividend ETF position peaked at $13K in Q4 2019.
  • 54 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q1 2020.

Based on Dowling & Yahnke's 13F filing for Q1 2020, filed 15 May 2020.