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

FLP Wealth Management’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
2026 Q2	$220K	Buy	+2,751	New	+$221K	0.39%	59
2026 Q1	–	Sell	-3,642	Closed	-$275K	–	74
2025 Q4	$275K	Buy	3,642 +118	+3%	+$8.73K	0.65%	44
2025 Q3	$256K	Sell	3,524 -6	-0.2%	-$433	0.72%	43
2025 Q2	$249K	Buy	+3,530	New	+$238K	0.7%	44
2025 Q1	–	Sell	-2,947	Closed	-$183K	–	456
2024 Q4	$183K	Buy	+2,947	New	+$191K	0.47%	50

Other funds holding WDIV

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

FLP Wealth Management's WDIV Position: Q2 2026 in Review

FLP Wealth Management opened a new position in State Street SPDR S&P Global Dividend ETF (WDIV) in Q2 2026: 2,751 shares worth $220K. The stake represents 0.39% of the portfolio and ranks #59 among its holdings. This is a return to the name: FLP Wealth Management previously reported a position in WDIV as recently as Q4 2025.

FLP Wealth Management first reported a position in WDIV in Q4 2024 and has held it in 5 quarters since. The position peaked at $275K in Q4 2025. 84 funds tracked by Wall St. Rank hold WDIV as of Q2 2026.

FLP Wealth Management held 2,751 shares of State Street SPDR S&P Global Dividend ETF worth $220K as of Q2 2026.
State Street SPDR S&P Global Dividend ETF was a new FLP Wealth Management position in Q2 2026.
State Street SPDR S&P Global Dividend ETF made up 0.39% of FLP Wealth Management's portfolio in Q2 2026, its #59 holding.
FLP Wealth Management first reported a position in State Street SPDR S&P Global Dividend ETF in Q4 2024 and has held it in 5 quarters since.
FLP Wealth Management's State Street SPDR S&P Global Dividend ETF position peaked at $275K in Q4 2025.
84 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q2 2026.

Based on FLP Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.