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

Harbour 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
2025 Q2	–	Sell	-910	Closed	-$59.3K	–	3732
2025 Q1	$59.3K	Hold	910	–	–	﹤0.01%	1682
2024 Q4	$56.5K	Hold	910	–	–	﹤0.01%	1644
2024 Q3	$60.7K	Hold	910	–	–	﹤0.01%	1566
2024 Q2	$53.8K	Hold	910	–	–	﹤0.01%	1522
2024 Q1	$54.6K	Hold	910	–	–	﹤0.01%	1484
2023 Q4	$55.1K	Hold	910	–	–	﹤0.01%	1418
2023 Q3	$49.7K	Buy	910 +9	+1%	+$516	﹤0.01%	1352
2023 Q2	$51.7K	Buy	901 +17	+2%	+$999	﹤0.01%	1351
2023 Q1	$52.2K	Buy	884 +178	+25%	+$10.7K	﹤0.01%	1341
2022 Q4	$41.4K	Buy	706 +500	+243%	+$28.4K	﹤0.01%	1373
2022 Q3	$13K	Hold	206	–	–	﹤0.01%	1836
2022 Q2	$13K	Buy	+206	New	+$13.4K	﹤0.01%	1836

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

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

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

Savoie Capital Chicago, Illinois $805M AUM 19.48% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

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

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Harbour Investments's WDIV Position: Q2 2025 in Review

Harbour Investments sold out of State Street SPDR S&P Global Dividend ETF (WDIV) in Q2 2025, closing a stake of 910 shares — an estimated $59.3K sold.

Harbour Investments first reported a position in WDIV in Q2 2022 and held it in 12 quarters. The position peaked at $60.7K in Q3 2024. 79 funds tracked by Wall St. Rank hold WDIV as of Q2 2025.

Harbour Investments reported no remaining State Street SPDR S&P Global Dividend ETF position as of Q2 2025 after selling out during the quarter.
Harbour Investments sold 910 State Street SPDR S&P Global Dividend ETF shares in Q2 2025, an estimated $59.3K.
Harbour Investments first reported a position in State Street SPDR S&P Global Dividend ETF in Q2 2022 and held it in 12 quarters.
Harbour Investments's State Street SPDR S&P Global Dividend ETF position peaked at $60.7K in Q3 2024.
79 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q2 2025.

Based on Harbour Investments's 13F filing for Q2 2025, filed 28 Jul 2025.