Kestra Advisory Services’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

Kestra Advisory Services’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 Q3	$285K	Buy	3,506 +193	+6%	+$16.1K	﹤0.01%	3014
2026 Q2	$265K	Sell	3,313 -152	-4%	-$12.2K	﹤0.01%	2875
2026 Q1	$267K	Buy	3,465 +187	+6%	+$14.7K	﹤0.01%	2725
2025 Q4	$247K	Buy	+3,278	New	+$243K	﹤0.01%	2710

Other funds holding WDIV

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Seneca Financial Advisors Rochester, New York $377M AUM 10.45% 1-Year Est. Return

Richards, Merrill & Peterson Spokane, Washington $328M AUM 25.09% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Key Capital Management Hendersonville, Tn 37075, Tennessee $273M AUM 7.44% 1-Year Est. Return

Crescent Sterling Metairie, Louisiana $122M AUM 24.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return

Kestra Advisory Services's WDIV Position: Q3 2026 in Review

Kestra Advisory Services increased its State Street SPDR S&P Global Dividend ETF (WDIV) stake by 5.8% in Q3 2026, buying an estimated $16.1K and bringing the position to 3,506 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #3014.

Kestra Advisory Services first reported a position in WDIV in Q4 2025 and has held it in 4 quarters since. 33 funds tracked by Wall St. Rank hold WDIV as of Q3 2026.

Kestra Advisory Services held 3,506 shares of State Street SPDR S&P Global Dividend ETF worth $285K as of Q3 2026.
Kestra Advisory Services bought 193 State Street SPDR S&P Global Dividend ETF shares in Q3 2026, an estimated $16.1K.
State Street SPDR S&P Global Dividend ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #3014 holding.
Kestra Advisory Services first reported a position in State Street SPDR S&P Global Dividend ETF in Q4 2025 and has held it in 4 quarters since.
33 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.