Harborview Advisors’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

Harborview Advisors’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
2021 Q3	$381K	Buy	5,774 +39	+0.7%	+$2.64K	0.21%	73
2021 Q2	$390K	Buy	5,735 +336	+6%	+$23.2K	0.22%	73
2021 Q1	$357K	Buy	5,399 +262	+5%	+$16.7K	0.22%	72
2020 Q4	$310K	Buy	5,137 +475	+10%	+$27.4K	0.21%	74
2020 Q3	$248K	Buy	+4,662	New	+$255K	0.19%	81
2020 Q1	–	Sell	-3,263	Closed	-$233K	–	97
2019 Q4	$233K	Buy	3,263 +161	+5%	+$11.2K	0.18%	76
2019 Q3	$209K	Buy	+3,102	New	+$206K	0.17%	80

Other funds holding WDIV

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

AWM

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

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

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

SFA

Seneca Financial Advisors Rochester, New York $385M AUM 18.43% 1-Year Est. Return

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

IWA

Intercontinental Wealth Advisors San Antonio, Texas $419M AUM 22.15% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Harborview Advisors's WDIV Position: Q3 2021 in Review

Harborview Advisors increased its State Street SPDR S&P Global Dividend ETF (WDIV) stake by 0.68% in Q3 2021, buying an estimated $2.64K and bringing the position to 5,774 shares worth $381K. The position accounts for 0.21% of the portfolio, ranked #73.

Harborview Advisors first reported a position in WDIV in Q3 2019 and has held it in 7 quarters since. The position peaked at $390K in Q2 2021. 64 funds tracked by Wall St. Rank hold WDIV as of Q3 2021.

Harborview Advisors held 5,774 shares of State Street SPDR S&P Global Dividend ETF worth $381K as of Q3 2021.
Harborview Advisors bought 39 State Street SPDR S&P Global Dividend ETF shares in Q3 2021, an estimated $2.64K.
State Street SPDR S&P Global Dividend ETF made up 0.21% of Harborview Advisors's portfolio in Q3 2021, its #73 holding.
Harborview Advisors first reported a position in State Street SPDR S&P Global Dividend ETF in Q3 2019 and has held it in 7 quarters since.
Harborview Advisors's State Street SPDR S&P Global Dividend ETF position peaked at $390K in Q2 2021.
64 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q3 2021.

Based on Harborview Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.