Householder Group Estate & Retirement Specialist’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

Householder Group Estate & Retirement Specialist’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 Q4	$21K	Buy	352 +4	+1%	+$260	0.02%	286
2024 Q3	$23K	Buy	348 +3	+0.9%	+$190	0.01%	661
2024 Q2	$20K	Buy	345 +7	+2%	+$419	0.01%	682
2024 Q1	$20.3K	Buy	338 +2	+0.6%	+$118	0.01%	675
2023 Q4	$20K	Buy	336 +4	+1%	+$224	0.01%	649
2023 Q3	$18.1K	Buy	+332	New	+$19.1K	0.01%	660
2023 Q1	$17K	Buy	+292	New	+$17.5K	0.01%	676
2022 Q4	–	Sell	-279	Closed	-$14K	–	1163
2022 Q3	$14K	Buy	+279	New	+$16.7K	0.01%	662

Other funds holding WDIV

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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

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

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

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

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

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

BOSSRA

B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

WANY

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

Householder Group Estate & Retirement Specialist's WDIV Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist increased its State Street SPDR S&P Global Dividend ETF (WDIV) stake by 1.1% in Q4 2024, buying an estimated $260 and bringing the position to 352 shares worth $21K. The position accounts for 0.02% of the portfolio, ranked #286.

Householder Group Estate & Retirement Specialist first reported a position in WDIV in Q3 2022 and has held it in 8 quarters since. The position peaked at $23K in Q3 2024. 71 funds tracked by Wall St. Rank hold WDIV as of Q4 2024.

Householder Group Estate & Retirement Specialist held 352 shares of State Street SPDR S&P Global Dividend ETF worth $21K as of Q4 2024.
Householder Group Estate & Retirement Specialist bought 4 State Street SPDR S&P Global Dividend ETF shares in Q4 2024, an estimated $260.
State Street SPDR S&P Global Dividend ETF made up 0.02% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #286 holding.
Householder Group Estate & Retirement Specialist first reported a position in State Street SPDR S&P Global Dividend ETF in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's State Street SPDR S&P Global Dividend ETF position peaked at $23K in Q3 2024.
71 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.