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Legacy Investment Solutions’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

Legacy Investment Solutions’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
2024
Q4 		– Sell
-45
Closed -$2.9K – 815
2024
Q3 		$2.9K Buy
+45
New +$2.85K ﹤0.01% 445

Other funds holding WDIV

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SC
Savoie Capital Chicago, Illinois $805M AUM 19.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Legacy Investment Solutions's WDIV Position: Q4 2024 in Review

Legacy Investment Solutions sold out of State Street SPDR S&P Global Dividend ETF (WDIV) in Q4 2024, closing a stake of 45 shares — an estimated $2.9K sold.

Legacy Investment Solutions first reported a position in WDIV in Q3 2024 and held it in 1 quarter. The position peaked at $2.9K in Q3 2024. 71 funds tracked by Wall St. Rank hold WDIV as of Q4 2024.

  • Legacy Investment Solutions reported no remaining State Street SPDR S&P Global Dividend ETF position as of Q4 2024 after selling out during the quarter.
  • Legacy Investment Solutions sold 45 State Street SPDR S&P Global Dividend ETF shares in Q4 2024, an estimated $2.9K.
  • Legacy Investment Solutions first reported a position in State Street SPDR S&P Global Dividend ETF in Q3 2024 and held it in 1 quarter.
  • Legacy Investment Solutions's State Street SPDR S&P Global Dividend ETF position peaked at $2.9K in Q3 2024.
  • 71 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q4 2024.

Based on Legacy Investment Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.