Koshinski Asset Management’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

Koshinski Asset Management’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
2022 Q2	–	Sell	-200	Closed	-$13.5K	–	1953
2022 Q1	$13.5K	Hold	200	–	–	﹤0.01%	1526
2021 Q4	$13.3K	Hold	200	–	–	﹤0.01%	1552
2021 Q3	$13.2K	Buy	+200	New	+$13.5K	﹤0.01%	1585
2016 Q1	–	Sell	-3,780	Closed	-$215K	–	246
2015 Q4	$215K	Sell	3,780 -1,615	-30%	-$97.1K	0.15%	192
2015 Q3	$348K	Sell	5,395 -175	-3%	-$10.9K	0.22%	145
2015 Q2	$359K	Buy	+5,570	New	+$375K	0.23%	134

Other funds holding WDIV

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IWA

Intercontinental Wealth Advisors San Antonio, Texas $419M AUM 22.15% 1-Year Est. Return

SFA

Seneca Financial Advisors Rochester, New York $341M AUM 14.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Koshinski Asset Management's WDIV Position: Q2 2022 in Review

Koshinski Asset Management sold out of State Street SPDR S&P Global Dividend ETF (WDIV) in Q2 2022, closing a stake of 200 shares — an estimated $13.5K sold.

Koshinski Asset Management first reported a position in WDIV in Q2 2015 and held it in 6 quarters. The position peaked at $359K in Q2 2015. 61 funds tracked by Wall St. Rank hold WDIV as of Q2 2022.

Koshinski Asset Management reported no remaining State Street SPDR S&P Global Dividend ETF position as of Q2 2022 after selling out during the quarter.
Koshinski Asset Management sold 200 State Street SPDR S&P Global Dividend ETF shares in Q2 2022, an estimated $13.5K.
Koshinski Asset Management first reported a position in State Street SPDR S&P Global Dividend ETF in Q2 2015 and held it in 6 quarters.
Koshinski Asset Management's State Street SPDR S&P Global Dividend ETF position peaked at $359K in Q2 2015.
61 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.