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

KKM Financial’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	–	Sell	-55,145	Closed	-$4.16M	–	195
2026 Q1	$4.16M	Hold	55,145	–	–	0.74%	62
2025 Q4	$4.16M	Buy	+55,145	New	+$4.08M	0.74%	62

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

KKM Financial's WDIV Position: Q2 2026 in Review

KKM Financial sold out of State Street SPDR S&P Global Dividend ETF (WDIV) in Q2 2026, closing a stake of 55,145 shares — an estimated $4.16M sold.

KKM Financial first reported a position in WDIV in Q4 2025 and held it in 2 quarters. The position peaked at $4.16M in Q1 2026. 84 funds tracked by Wall St. Rank hold WDIV as of Q2 2026.

KKM Financial reported no remaining State Street SPDR S&P Global Dividend ETF position as of Q2 2026 after selling out during the quarter.
KKM Financial sold 55,145 State Street SPDR S&P Global Dividend ETF shares in Q2 2026, an estimated $4.16M.
KKM Financial first reported a position in State Street SPDR S&P Global Dividend ETF in Q4 2025 and held it in 2 quarters.
KKM Financial's State Street SPDR S&P Global Dividend ETF position peaked at $4.16M in Q1 2026.
84 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q2 2026.

Based on KKM Financial's 13F filing for Q2 2026, filed 14 Aug 2026.