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

Foundations Investment 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
2026 Q2	$380K	Sell	4,756 -76	-2%	-$6.12K	﹤0.01%	865
2026 Q1	$373K	Sell	4,832 -213	-4%	-$16.8K	﹤0.01%	827
2025 Q4	$381K	Buy	5,045 +48	+1%	+$3.55K	0.01%	809
2025 Q3	$363K	Sell	4,997 -76	-1%	-$5.48K	0.01%	768
2025 Q2	$358K	Buy	5,073 +125	+3%	+$8.44K	0.01%	687
2025 Q1	$322K	Sell	4,948 -835	-14%	-$53K	0.01%	692
2024 Q4	$359K	Sell	5,783 -184	-3%	-$12K	0.01%	613
2024 Q3	$398K	Buy	5,967 +571	+11%	+$36.2K	0.01%	569
2024 Q2	$319K	Sell	5,396 -442	-8%	-$26.5K	0.01%	594
2024 Q1	$350K	Sell	5,838 -137	-2%	-$8.11K	0.01%	543
2023 Q4	$354K	Sell	5,975 -2,512	-30%	-$141K	0.01%	513
2023 Q3	$463K	Buy	8,487 +1,191	+16%	+$68.3K	0.01%	404
2023 Q2	$419K	Buy	7,296 +3,435	+89%	+$202K	0.01%	396
2023 Q1	$228K	Sell	3,861 -125	-3%	-$7.5K	0.01%	452
2022 Q4	$234K	Buy	+3,986	New	+$227K	0.01%	385

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

Foundations Investment Advisors's WDIV Position: Q2 2026 in Review

Foundations Investment Advisors reduced its State Street SPDR S&P Global Dividend ETF (WDIV) stake by 1.6% in Q2 2026, selling an estimated $6.12K and leaving 4,756 shares worth $380K. The position accounts for ﹤0.01% of the portfolio, ranked #865.

Foundations Investment Advisors first reported a position in WDIV in Q4 2022 and has held it in 15 quarters since. The position peaked at $463K in Q3 2023. 84 funds tracked by Wall St. Rank hold WDIV as of Q2 2026.

Foundations Investment Advisors held 4,756 shares of State Street SPDR S&P Global Dividend ETF worth $380K as of Q2 2026.
Foundations Investment Advisors sold 76 State Street SPDR S&P Global Dividend ETF shares in Q2 2026, an estimated $6.12K.
State Street SPDR S&P Global Dividend ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #865 holding.
Foundations Investment Advisors first reported a position in State Street SPDR S&P Global Dividend ETF in Q4 2022 and has held it in 15 quarters since.
Foundations Investment Advisors's State Street SPDR S&P Global Dividend ETF position peaked at $463K in Q3 2023.
84 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.