FormulaFolio Investments’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

FormulaFolio Investments’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 Q2	$74K	Hold	1,080	–	–	0.02%	124
2021 Q1	$75K	Buy	+1,080	New	+$68.9K	0.02%	120

Other funds holding WDIV

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

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

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

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

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

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

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

LWA

Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

FormulaFolio Investments's WDIV Position: Q2 2021 in Review

FormulaFolio Investments held its State Street SPDR S&P Global Dividend ETF (WDIV) position steady in Q2 2021 at 1,080 shares worth $74K. The position accounts for 0.02% of the portfolio, ranked #124.

FormulaFolio Investments first reported a position in WDIV in Q1 2021 and has held it in 2 quarters since. The position peaked at $75K in Q1 2021. 62 funds tracked by Wall St. Rank hold WDIV as of Q2 2021.

FormulaFolio Investments held 1,080 shares of State Street SPDR S&P Global Dividend ETF worth $74K as of Q2 2021.
FormulaFolio Investments left its State Street SPDR S&P Global Dividend ETF share count unchanged in Q2 2021.
State Street SPDR S&P Global Dividend ETF made up 0.02% of FormulaFolio Investments's portfolio in Q2 2021, its #124 holding.
FormulaFolio Investments first reported a position in State Street SPDR S&P Global Dividend ETF in Q1 2021 and has held it in 2 quarters since.
FormulaFolio Investments's State Street SPDR S&P Global Dividend ETF position peaked at $75K in Q1 2021.
62 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q2 2021.

Based on FormulaFolio Investments's 13F filing for Q2 2021, filed 28 Jul 2021.