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

Golden State Wealth Management’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
2020 Q3	–	Sell	-4,284	Closed	-$225K	–	453
2020 Q2	$225K	Buy	4,284 +3,444	+410%	+$177K	0.07%	168
2020 Q1	$40K	Buy	+840	New	+$53.9K	0.02%	396
2019 Q4	–	Sell	-17,683	Closed	-$1.19M	–	956
2019 Q3	$1.19M	Sell	17,683 -334	-2%	-$22.1K	0.39%	49
2019 Q2	$1.22M	Buy	18,017 +5,994	+50%	+$403K	0.39%	56
2019 Q1	$797K	Buy	+12,023	New	+$790K	0.27%	78

Other funds holding WDIV

FCH

Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return

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

AWM

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

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Exane Derivatives Paris, France $174M AUM 7.84% 1-Year Est. Return

Golden State Wealth Management's WDIV Position: Q3 2020 in Review

Golden State Wealth Management sold out of State Street SPDR S&P Global Dividend ETF (WDIV) in Q3 2020, closing a stake of 4,284 shares — an estimated $225K sold.

Golden State Wealth Management first reported a position in WDIV in Q1 2019 and held it in 5 quarters. The position peaked at $1.22M in Q2 2019. 50 funds tracked by Wall St. Rank hold WDIV as of Q3 2020.

Golden State Wealth Management reported no remaining State Street SPDR S&P Global Dividend ETF position as of Q3 2020 after selling out during the quarter.
Golden State Wealth Management sold 4,284 State Street SPDR S&P Global Dividend ETF shares in Q3 2020, an estimated $225K.
Golden State Wealth Management first reported a position in State Street SPDR S&P Global Dividend ETF in Q1 2019 and held it in 5 quarters.
Golden State Wealth Management's State Street SPDR S&P Global Dividend ETF position peaked at $1.22M in Q2 2019.
50 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q3 2020.

Based on Golden State Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.