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

Kingswood Wealth 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
2026 Q2	$1.28M	Buy	16,080 +34	+0.2%	+$2.74K	0.05%	353
2026 Q1	$1.24M	Buy	+16,046	New	+$1.26M	0.06%	329

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

Kingswood Wealth Advisors's WDIV Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its State Street SPDR S&P Global Dividend ETF (WDIV) stake by 0.21% in Q2 2026, buying an estimated $2.74K and bringing the position to 16,080 shares worth $1.28M. The position accounts for 0.05% of the portfolio, ranked #353.

Kingswood Wealth Advisors first reported a position in WDIV in Q1 2026 and has held it in 2 quarters since. 84 funds tracked by Wall St. Rank hold WDIV as of Q2 2026.

Kingswood Wealth Advisors held 16,080 shares of State Street SPDR S&P Global Dividend ETF worth $1.28M as of Q2 2026.
Kingswood Wealth Advisors bought 34 State Street SPDR S&P Global Dividend ETF shares in Q2 2026, an estimated $2.74K.
State Street SPDR S&P Global Dividend ETF made up 0.05% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #353 holding.
Kingswood Wealth Advisors first reported a position in State Street SPDR S&P Global Dividend ETF in Q1 2026 and has held it in 2 quarters since.
84 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.