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 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	Buy	+4,660	New	+$303K	0.06%	345
2024 Q3	–	Sell	-4,740	Closed	-$280K	–	911
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 $18.5B AUM 19.51% 1-Year Est. Return

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

KKM Financial Chicago, Illinois $563M AUM 28.2% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Golden State Equity Partners's WDIV Position: Q1 2026 in Review

Golden State Equity Partners increased its State Street SPDR S&P Global Dividend ETF (WDIV) stake by 102% in Q1 2026, buying an estimated $373K and bringing the position to 9,400 shares worth $725K. The position accounts for 0.05% of the portfolio, ranked #351.

Golden State Equity Partners first reported a position in WDIV in Q2 2023 and has held it in 10 quarters since. 85 funds tracked by Wall St. Rank hold WDIV as of Q1 2026.

Golden State Equity Partners held 9,400 shares of State Street SPDR S&P Global Dividend ETF worth $725K as of Q1 2026.
Golden State Equity Partners bought 4,740 State Street SPDR S&P Global Dividend ETF shares in Q1 2026, an estimated $373K.
State Street SPDR S&P Global Dividend ETF made up 0.05% of Golden State Equity Partners's portfolio in Q1 2026, its #351 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 10 quarters since.
85 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.