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

IFP 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
2019 Q1	–	Sell	-402	Closed	-$25K	–	3461
2018 Q4	$25K	Hold	402	–	–	﹤0.01%	2004
2018 Q3	$27K	Hold	402	–	–	﹤0.01%	2299
2018 Q2	$27K	Hold	402	–	–	﹤0.01%	2300
2018 Q1	$28K	Hold	402	–	–	﹤0.01%	2188
2017 Q4	$28K	Hold	402	–	–	﹤0.01%	2216
2017 Q3	$27K	Hold	402	–	–	﹤0.01%	2420
2017 Q2	$27K	Hold	402	–	–	﹤0.01%	2405
2017 Q1	$26K	Buy	402 +2	+0.5%	+$128	﹤0.01%	2338
2016 Q4	$25K	Hold	400	–	–	﹤0.01%	2314
2016 Q3	$25K	Hold	400	–	–	﹤0.01%	2274
2016 Q2	$25K	Buy	+400	New	+$24.5K	﹤0.01%	2210

Other funds holding WDIV

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

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

AWM

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

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

FCH

Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

IFP Advisors's WDIV Position: Q1 2019 in Review

IFP Advisors sold out of State Street SPDR S&P Global Dividend ETF (WDIV) in Q1 2019, closing a stake of 402 shares — an estimated $25K sold.

IFP Advisors first reported a position in WDIV in Q2 2016 and held it in 11 quarters. The position peaked at $28K in Q1 2018. 48 funds tracked by Wall St. Rank hold WDIV as of Q1 2019.

IFP Advisors reported no remaining State Street SPDR S&P Global Dividend ETF position as of Q1 2019 after selling out during the quarter.
IFP Advisors sold 402 State Street SPDR S&P Global Dividend ETF shares in Q1 2019, an estimated $25K.
IFP Advisors first reported a position in State Street SPDR S&P Global Dividend ETF in Q2 2016 and held it in 11 quarters.
IFP Advisors's State Street SPDR S&P Global Dividend ETF position peaked at $28K in Q1 2018.
48 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.