KFG
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Kingdom Financial Group’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

Kingdom Financial Group’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 		$214K Sell
2,772
-1,206
-30% -$95K 0.06% 146
2025
Q4 		$300K Buy
+3,978
New +$294K 0.09% 115
2024
Q2 		– Sell
-3,358
Closed -$201K – 66
2024
Q1 		$201K Buy
+3,358
New +$199K 0.14% 61

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

Kingdom Financial Group's WDIV Position: Q1 2026 in Review

Kingdom Financial Group reduced its State Street SPDR S&P Global Dividend ETF (WDIV) stake by 30% in Q1 2026, selling an estimated $95K and leaving 2,772 shares worth $214K. The position accounts for 0.06% of the portfolio, ranked #146.

Kingdom Financial Group first reported a position in WDIV in Q1 2024 and has held it in 3 quarters since. The position peaked at $300K in Q4 2025. 85 funds tracked by Wall St. Rank hold WDIV as of Q1 2026.

  • Kingdom Financial Group held 2,772 shares of State Street SPDR S&P Global Dividend ETF worth $214K as of Q1 2026.
  • Kingdom Financial Group sold 1,206 State Street SPDR S&P Global Dividend ETF shares in Q1 2026, an estimated $95K.
  • State Street SPDR S&P Global Dividend ETF made up 0.06% of Kingdom Financial Group's portfolio in Q1 2026, its #146 holding.
  • Kingdom Financial Group first reported a position in State Street SPDR S&P Global Dividend ETF in Q1 2024 and has held it in 3 quarters since.
  • Kingdom Financial Group's State Street SPDR S&P Global Dividend ETF position peaked at $300K in Q4 2025.
  • 85 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q1 2026.

Based on Kingdom Financial Group's 13F filing for Q1 2026, filed 13 May 2026.