Lloyd Advisory Services’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

Lloyd Advisory Services’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	$151K	Sell	1,892 -880	-32%	-$70.8K	0.06%	142
2026 Q1	$214K	Buy	2,772 +2,413	+672%	+$190K	0.06%	146
2025 Q4	$27.1K	Buy	+359	New	+$26.6K	0.01%	298
2022 Q2	–	Sell	-364	Closed	-$25K	–	561
2022 Q1	$25K	Sell	364 -27	-7%	-$1.81K	0.01%	318
2021 Q4	$26K	Buy	391 +2	+0.5%	+$133	0.01%	272
2021 Q3	$26K	Buy	389 +2	+0.5%	+$135	0.01%	230
2021 Q2	$26K	Sell	387 -55	-12%	-$3.79K	0.01%	223
2021 Q1	$29K	Sell	442 -123	-22%	-$7.85K	0.02%	188
2020 Q4	$34K	Sell	565 -420	-43%	-$24.2K	0.02%	144
2020 Q3	$52K	Buy	985 +8	+0.8%	+$437	0.03%	99
2020 Q2	$51K	Sell	977 -33	-3%	-$1.7K	0.03%	103
2020 Q1	$48K	Sell	1,010 -44,714	-98%	-$2.87M	0.04%	88
2019 Q4	$3.27M	Buy	+45,724	New	+$3.18M	2.97%	12

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

Lloyd Advisory Services's WDIV Position: Q2 2026 in Review

Lloyd Advisory Services reduced its State Street SPDR S&P Global Dividend ETF (WDIV) stake by 32% in Q2 2026, selling an estimated $70.8K and leaving 1,892 shares worth $151K. The position accounts for 0.06% of the portfolio, ranked #142.

Lloyd Advisory Services first reported a position in WDIV in Q4 2019 and has held it in 13 quarters since. The position peaked at $3.27M in Q4 2019. 84 funds tracked by Wall St. Rank hold WDIV as of Q2 2026.

Lloyd Advisory Services held 1,892 shares of State Street SPDR S&P Global Dividend ETF worth $151K as of Q2 2026.
Lloyd Advisory Services sold 880 State Street SPDR S&P Global Dividend ETF shares in Q2 2026, an estimated $70.8K.
State Street SPDR S&P Global Dividend ETF made up 0.06% of Lloyd Advisory Services's portfolio in Q2 2026, its #142 holding.
Lloyd Advisory Services first reported a position in State Street SPDR S&P Global Dividend ETF in Q4 2019 and has held it in 13 quarters since.
Lloyd Advisory Services's State Street SPDR S&P Global Dividend ETF position peaked at $3.27M in Q4 2019.
84 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.