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Guardian Wealth Advisors (North Carolina)’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
2022
Q3 		– Sell
-156
Closed -$10K – 379
2022
Q2 		$10K Buy
+156
New +$10.2K ﹤0.01% 291

Other funds holding WDIV

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IWA
Intercontinental Wealth Advisors San Antonio, Texas $419M AUM 22.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFA
Seneca Financial Advisors Rochester, New York $341M AUM 14.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s WDIV Position: Q3 2022 in Review

Guardian Wealth Advisors (North Carolina) sold out of State Street SPDR S&P Global Dividend ETF (WDIV) in Q3 2022, closing a stake of 156 shares — an estimated $10K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in WDIV in Q2 2022 and held it in 1 quarter. The position peaked at $10K in Q2 2022. 57 funds tracked by Wall St. Rank hold WDIV as of Q3 2022.

  • Guardian Wealth Advisors (North Carolina) reported no remaining State Street SPDR S&P Global Dividend ETF position as of Q3 2022 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 156 State Street SPDR S&P Global Dividend ETF shares in Q3 2022, an estimated $10K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in State Street SPDR S&P Global Dividend ETF in Q2 2022 and held it in 1 quarter.
  • Guardian Wealth Advisors (North Carolina)'s State Street SPDR S&P Global Dividend ETF position peaked at $10K in Q2 2022.
  • 57 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q3 2022.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q3 2022, filed 14 Nov 2022.