LifeWealth Investments’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

LifeWealth Investments’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	$563K	Sell	7,052 -277	-4%	-$22.3K	0.15%	74
2026 Q1	$565K	Sell	7,329 -2,494	-25%	-$196K	0.17%	76
2025 Q4	$741K	Sell	9,823 -688	-7%	-$50.9K	0.23%	70
2025 Q3	$764K	Buy	10,511 +99	+1%	+$7.14K	0.25%	67
2025 Q2	$734K	Buy	10,412 +1,433	+16%	+$96.8K	0.27%	71
2025 Q1	$585K	Buy	8,979 +3,152	+54%	+$200K	0.28%	73
2024 Q4	$362K	Buy	+5,827	New	+$379K	0.24%	90

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 $3.38T AUM 44.17% 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

LifeWealth Investments's WDIV Position: Q2 2026 in Review

LifeWealth Investments reduced its State Street SPDR S&P Global Dividend ETF (WDIV) stake by 3.8% in Q2 2026, selling an estimated $22.3K and leaving 7,052 shares worth $563K. The position accounts for 0.15% of the portfolio, ranked #74.

LifeWealth Investments first reported a position in WDIV in Q4 2024 and has held it in 7 quarters since. The position peaked at $764K in Q3 2025. 83 funds tracked by Wall St. Rank hold WDIV as of Q2 2026.

LifeWealth Investments held 7,052 shares of State Street SPDR S&P Global Dividend ETF worth $563K as of Q2 2026.
LifeWealth Investments sold 277 State Street SPDR S&P Global Dividend ETF shares in Q2 2026, an estimated $22.3K.
State Street SPDR S&P Global Dividend ETF made up 0.15% of LifeWealth Investments's portfolio in Q2 2026, its #74 holding.
LifeWealth Investments first reported a position in State Street SPDR S&P Global Dividend ETF in Q4 2024 and has held it in 7 quarters since.
LifeWealth Investments's State Street SPDR S&P Global Dividend ETF position peaked at $764K in Q3 2025.
83 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.