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

Global Wealth Management Investment Advisory’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
2024 Q1	–	Sell	-55	Closed	-$3.33K	–	439
2023 Q4	$3.33K	Hold	55	–	–	﹤0.01%	366
2023 Q3	$3K	Hold	55	–	–	﹤0.01%	357
2023 Q2	$3.16K	Buy	+55	New	+$3.23K	﹤0.01%	365
2022 Q3	–	Sell	-103	Closed	-$6K	–	477
2022 Q2	$6K	Sell	103 -295	-74%	-$19.2K	﹤0.01%	326
2022 Q1	$27K	Sell	398 -413	-51%	-$27.7K	0.01%	236
2021 Q4	$54K	Sell	811 -606	-43%	-$40.4K	0.02%	186
2021 Q3	$93K	Sell	1,417 -4	-0.3%	-$271	0.03%	171
2021 Q2	$97K	Sell	1,421 -39	-3%	-$2.69K	0.03%	168
2021 Q1	$97K	Sell	1,460 -236	-14%	-$15.1K	0.04%	165
2020 Q4	$102K	Sell	1,696 -15	-0.9%	-$865	0.04%	140
2020 Q3	$91K	Sell	1,711 -411	-19%	-$22.5K	0.04%	138
2020 Q2	$112K	Sell	2,122 -24	-1%	-$1.24K	0.05%	144
2020 Q1	$103K	Sell	2,146 -10	-0.5%	-$642	0.05%	134
2019 Q4	$154K	Sell	2,156 -54	-2%	-$3.75K	0.07%	119
2019 Q3	$149K	Sell	2,210 -141	-6%	-$9.35K	0.07%	114
2019 Q2	$159K	Sell	2,351 -16	-0.7%	-$1.07K	0.08%	108
2019 Q1	$157K	Sell	2,367 -416	-15%	-$27.3K	0.08%	127
2018 Q4	$173K	Buy	+2,783	New	+$181K	0.1%	138

Other funds holding WDIV

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mango Investments Denver, Colorado $135M AUM

Savoie Capital Chicago, Illinois $805M AUM 19.48% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Global Wealth Management Investment Advisory's WDIV Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of State Street SPDR S&P Global Dividend ETF (WDIV) in Q1 2024, closing a stake of 55 shares — an estimated $3.33K sold.

Global Wealth Management Investment Advisory first reported a position in WDIV in Q4 2018 and held it in 18 quarters. The position peaked at $173K in Q4 2018. 69 funds tracked by Wall St. Rank hold WDIV as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining State Street SPDR S&P Global Dividend ETF position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 55 State Street SPDR S&P Global Dividend ETF shares in Q1 2024, an estimated $3.33K.
Global Wealth Management Investment Advisory first reported a position in State Street SPDR S&P Global Dividend ETF in Q4 2018 and held it in 18 quarters.
Global Wealth Management Investment Advisory's State Street SPDR S&P Global Dividend ETF position peaked at $173K in Q4 2018.
69 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.