Key Financial Inc’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

Key Financial Inc’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 Q2	$187K	Hold	2,335	–	–	0.03%	312
2026 Q1	$180K	Hold	2,335	–	–	0.03%	306
2025 Q4	$176K	Hold	2,335	–	–	0.03%	306
2025 Q3	$171K	Buy	2,335 +282	+14%	+$20.3K	0.03%	314
2025 Q2	$145K	Buy	2,053 +93	+5%	+$6.28K	0.03%	323
2025 Q1	$128K	Sell	1,960 -5	-0.3%	-$317	0.03%	321
2024 Q4	$122K	Hold	1,965	–	–	0.03%	323
2024 Q3	$131K	Hold	1,965	–	–	0.03%	308
2024 Q2	$116K	Buy	1,965 +1,960	+39,200%	+$117K	0.03%	314
2024 Q1	$300	Buy	+5	New	+$296	﹤0.01%	1257

Other funds holding WDIV

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Key Financial Inc's WDIV Position: Q2 2026 in Review

Key Financial Inc held its State Street SPDR S&P Global Dividend ETF (WDIV) position steady in Q2 2026 at 2,335 shares worth $187K. The position accounts for 0.03% of the portfolio, ranked #312.

Key Financial Inc first reported a position in WDIV in Q1 2024 and has held it in 10 quarters since. 84 funds tracked by Wall St. Rank hold WDIV as of Q2 2026.

Key Financial Inc held 2,335 shares of State Street SPDR S&P Global Dividend ETF worth $187K as of Q2 2026.
Key Financial Inc left its State Street SPDR S&P Global Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Global Dividend ETF made up 0.03% of Key Financial Inc's portfolio in Q2 2026, its #312 holding.
Key Financial Inc first reported a position in State Street SPDR S&P Global Dividend ETF in Q1 2024 and has held it in 10 quarters since.
84 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.