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Gradient Investments’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

Gradient Investments’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
Q3 		– Sell
-118
Closed -$6.97K – 1293
2024
Q2 		$6.97K Buy
+118
New +$7.07K ﹤0.01% 803
2023
Q1 		– Sell
-143
Closed -$8.39K – 1652
2022
Q4 		$8.39K Buy
+143
New +$8.14K ﹤0.01% 845

Other funds holding WDIV

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SC
Savoie Capital Chicago, Illinois $805M AUM 19.48% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Gradient Investments's WDIV Position: Q3 2024 in Review

Gradient Investments sold out of State Street SPDR S&P Global Dividend ETF (WDIV) in Q3 2024, closing a stake of 118 shares — an estimated $6.97K sold.

Gradient Investments first reported a position in WDIV in Q4 2022 and held it in 2 quarters. The position peaked at $8.39K in Q4 2022. 69 funds tracked by Wall St. Rank hold WDIV as of Q3 2024.

  • Gradient Investments reported no remaining State Street SPDR S&P Global Dividend ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 118 State Street SPDR S&P Global Dividend ETF shares in Q3 2024, an estimated $6.97K.
  • Gradient Investments first reported a position in State Street SPDR S&P Global Dividend ETF in Q4 2022 and held it in 2 quarters.
  • Gradient Investments's State Street SPDR S&P Global Dividend ETF position peaked at $8.39K in Q4 2022.
  • 69 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.