Janney Montgomery Scott
WDIV icon

Janney Montgomery Scott’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

Janney Montgomery Scott’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
2026
Q1 		$242K Hold
3,136
– – ﹤0.01% 2531
2025
Q4 		$237K Sell
3,136
-5
-0.2% -$370 ﹤0.01% 2706
2025
Q3 		$228K Buy
+3,141
New +$227K ﹤0.01% 2662
2019
Q3 		– Sell
-4,708
Closed -$318K – 2151
2019
Q2 		$318K Sell
4,708
-893
-16% -$60K ﹤0.01% 1671
2019
Q1 		$372K Buy
5,601
+274
+5% +$18K ﹤0.01% 1550
2018
Q4 		$330K Sell
5,327
-598
-10% -$38.9K ﹤0.01% 1506
2018
Q3 		$402K Sell
5,925
-980
-14% -$67K ﹤0.01% 1553
2018
Q2 		$465K Sell
6,905
-1,827
-21% -$126K ﹤0.01% 1435
2018
Q1 		$601K Buy
8,732
+794
+10% +$55.7K 0.01% 1229
2017
Q4 		$562K Buy
7,938
+1,936
+32% +$133K 0.01% 1246
2017
Q3 		$408K Sell
6,002
-279
-4% -$18.8K ﹤0.01% 1357
2017
Q2 		$417K Buy
6,281
+640
+11% +$42.3K 0.01% 1273
2017
Q1 		$364K Buy
+5,641
New +$360K ﹤0.01% 1321

Other funds holding WDIV

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
KF
KKM Financial Chicago, Illinois $563M AUM 28.2% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return