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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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