Golden State Equity Partners’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

Golden State Equity Partners’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	–	Sell	-9,400	Closed	-$725K	–	1741
2026 Q1	$725K	Buy	9,400 +4,740	+102%	+$373K	0.05%	351
2025 Q4	$352K	Hold	4,660	–	–	0.06%	361
2025 Q3	$339K	Hold	4,660	–	–	0.06%	336
2025 Q2	$329K	Hold	4,660	–	–	0.06%	327
2025 Q1	$303K	Hold	4,660	–	–	0.06%	335
2024 Q4	$289K	Sell	4,660 -80	-2%	-$5.2K	0.06%	345
2024 Q3	$316K	Hold	4,740	–	–	0.05%	333
2024 Q2	$280K	Buy	+4,740	New	+$284K	0.06%	332
2023 Q4	$290K	Sell	4,788 -27	-0.6%	-$1.51K	0.07%	287
2023 Q3	$263K	Sell	4,815 -35	-0.7%	-$2.01K	0.07%	273
2023 Q2	$278K	Buy	+4,850	New	+$285K	0.08%	296

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

Golden State Equity Partners's WDIV Position: Q2 2026 in Review

Golden State Equity Partners sold out of State Street SPDR S&P Global Dividend ETF (WDIV) in Q2 2026, closing a stake of 9,400 shares — an estimated $725K sold.

Golden State Equity Partners first reported a position in WDIV in Q2 2023 and held it in 11 quarters. The position peaked at $725K in Q1 2026. 84 funds tracked by Wall St. Rank hold WDIV as of Q2 2026.

Golden State Equity Partners reported no remaining State Street SPDR S&P Global Dividend ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 9,400 State Street SPDR S&P Global Dividend ETF shares in Q2 2026, an estimated $725K.
Golden State Equity Partners first reported a position in State Street SPDR S&P Global Dividend ETF in Q2 2023 and held it in 11 quarters.
Golden State Equity Partners's State Street SPDR S&P Global Dividend ETF position peaked at $725K in Q1 2026.
84 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.