McAdam LLC’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

McAdam LLC’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
2018 Q4	–	Sell	-415	Closed	-$28K	–	617
2018 Q3	$28K	Hold	415	–	–	0.01%	217
2018 Q2	$28K	Hold	415	–	–	0.01%	203
2018 Q1	$29K	Buy	+415	New	+$29.1K	0.01%	203

Other funds holding WDIV

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 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

FCH

Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

AWM

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

McAdam LLC's WDIV Position: Q4 2018 in Review

McAdam LLC sold out of State Street SPDR S&P Global Dividend ETF (WDIV) in Q4 2018, closing a stake of 415 shares — an estimated $28K sold.

McAdam LLC first reported a position in WDIV in Q1 2018 and held it in 3 quarters. The position peaked at $29K in Q1 2018. 50 funds tracked by Wall St. Rank hold WDIV as of Q4 2018.

McAdam LLC reported no remaining State Street SPDR S&P Global Dividend ETF position as of Q4 2018 after selling out during the quarter.
McAdam LLC sold 415 State Street SPDR S&P Global Dividend ETF shares in Q4 2018, an estimated $28K.
McAdam LLC first reported a position in State Street SPDR S&P Global Dividend ETF in Q1 2018 and held it in 3 quarters.
McAdam LLC's State Street SPDR S&P Global Dividend ETF position peaked at $29K in Q1 2018.
50 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.