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 Q3	$765K	Buy	+9,400	New	+$785K	0.04%	409
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%	-$1.52K	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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Seneca Financial Advisors Rochester, New York $377M AUM 10.45% 1-Year Est. Return

Richards, Merrill & Peterson Spokane, Washington $328M AUM 25.09% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Key Capital Management Hendersonville, Tn 37075, Tennessee $273M AUM 7.44% 1-Year Est. Return

Crescent Sterling Metairie, Louisiana $122M AUM 24.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Golden State Equity Partners's WDIV Position: Q3 2026 in Review

Golden State Equity Partners opened a new position in State Street SPDR S&P Global Dividend ETF (WDIV) in Q3 2026: 9,400 shares worth $765K. The stake represents 0.04% of the portfolio and ranks #409 among its holdings. This is a return to the name: Golden State Equity Partners previously reported a position in WDIV as recently as Q1 2026.

Golden State Equity Partners first reported a position in WDIV in Q2 2023 and has held it in 12 quarters since. 41 funds tracked by Wall St. Rank hold WDIV as of Q3 2026.

Golden State Equity Partners held 9,400 shares of State Street SPDR S&P Global Dividend ETF worth $765K as of Q3 2026.
State Street SPDR S&P Global Dividend ETF was a new Golden State Equity Partners position in Q3 2026.
State Street SPDR S&P Global Dividend ETF made up 0.04% of Golden State Equity Partners's portfolio in Q3 2026, its #409 holding.
Golden State Equity Partners first reported a position in State Street SPDR S&P Global Dividend ETF in Q2 2023 and has held it in 12 quarters since.
41 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q3 2026.

Based on Golden State Equity Partners's 13F filing for Q3 2026, filed 3 Nov 2026.