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Fortem Financial Group’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

Fortem Financial Group’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
Q3 		– Sell
-4,000
Closed -$211K – 160
2020
Q2 		$211K Buy
+4,000
New +$206K 0.16% 113
2020
Q1 		– Sell
-4,000
Closed -$286K – 147
2019
Q4 		$286K Buy
+4,000
New +$278K 0.21% 90

Other funds holding WDIV

FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ED
Exane Derivatives Paris, France $174M AUM 7.84% 1-Year Est. Return

Fortem Financial Group's WDIV Position: Q3 2020 in Review

Fortem Financial Group sold out of State Street SPDR S&P Global Dividend ETF (WDIV) in Q3 2020, closing a stake of 4,000 shares — an estimated $211K sold.

Fortem Financial Group first reported a position in WDIV in Q4 2019 and held it in 2 quarters. The position peaked at $286K in Q4 2019. 50 funds tracked by Wall St. Rank hold WDIV as of Q3 2020.

  • Fortem Financial Group reported no remaining State Street SPDR S&P Global Dividend ETF position as of Q3 2020 after selling out during the quarter.
  • Fortem Financial Group sold 4,000 State Street SPDR S&P Global Dividend ETF shares in Q3 2020, an estimated $211K.
  • Fortem Financial Group first reported a position in State Street SPDR S&P Global Dividend ETF in Q4 2019 and held it in 2 quarters.
  • Fortem Financial Group's State Street SPDR S&P Global Dividend ETF position peaked at $286K in Q4 2019.
  • 50 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q3 2020.

Based on Fortem Financial Group's 13F filing for Q3 2020, filed 15 Oct 2020.