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

LifePro 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
2023 Q3	–	Sell	-3,820	Closed	-$219K	–	131
2023 Q2	$219K	Sell	3,820 -253	-6%	-$14.9K	0.17%	95
2023 Q1	$239K	Hold	4,073	–	–	0.17%	97
2022 Q4	$239K	Sell	4,073 -83	-2%	-$4.72K	0.17%	95
2022 Q3	$222K	Sell	4,156 -72	-2%	-$4.32K	0.13%	72
2022 Q2	$261K	Sell	4,228 -13	-0.3%	-$847	0.14%	98
2022 Q1	$286K	Sell	4,241 -62	-1%	-$4.17K	0.1%	100
2021 Q4	$285K	Buy	4,303 +78	+2%	+$5.2K	0.08%	102
2021 Q3	$279K	Buy	+4,225	New	+$286K	0.08%	83

Other funds holding WDIV

AWM

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

LifePro Asset Management's WDIV Position: Q3 2023 in Review

LifePro Asset Management sold out of State Street SPDR S&P Global Dividend ETF (WDIV) in Q3 2023, closing a stake of 3,820 shares — an estimated $219K sold.

LifePro Asset Management first reported a position in WDIV in Q3 2021 and held it in 8 quarters. The position peaked at $286K in Q1 2022. 68 funds tracked by Wall St. Rank hold WDIV as of Q3 2023.

LifePro Asset Management reported no remaining State Street SPDR S&P Global Dividend ETF position as of Q3 2023 after selling out during the quarter.
LifePro Asset Management sold 3,820 State Street SPDR S&P Global Dividend ETF shares in Q3 2023, an estimated $219K.
LifePro Asset Management first reported a position in State Street SPDR S&P Global Dividend ETF in Q3 2021 and held it in 8 quarters.
LifePro Asset Management's State Street SPDR S&P Global Dividend ETF position peaked at $286K in Q1 2022.
68 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q3 2023.

Based on LifePro Asset Management's 13F filing for Q3 2023, filed 5 Oct 2023.