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McClarren Financial Advisors’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

McClarren Financial Advisors’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
2025
Q2 		– Sell
-65
Closed -$1K – 301
2025
Q1 		$1K Buy
65
+45
+225% +$2.85K ﹤0.01% 274
2024
Q4 		$1K Sell
20
-46
-70% -$2.99K ﹤0.01% 193
2024
Q3 		$1 Buy
66
+7
+12% +$443 ﹤0.01% 236
2024
Q2 		$1K Buy
59
+39
+195% +$2.34K ﹤0.01% 301
2024
Q1 		$2K Hold
20
– – ﹤0.01% 285
2023
Q4 		$1K Buy
+20
New +$1.12K ﹤0.01% 366

Other funds holding WDIV

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Savoie Capital Chicago, Illinois $805M AUM 19.48% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

McClarren Financial Advisors's WDIV Position: Q2 2025 in Review

McClarren Financial Advisors sold out of State Street SPDR S&P Global Dividend ETF (WDIV) in Q2 2025, closing a stake of 65 shares — an estimated $1K sold.

McClarren Financial Advisors first reported a position in WDIV in Q4 2023 and held it in 6 quarters. The position peaked at $2K in Q1 2024. 79 funds tracked by Wall St. Rank hold WDIV as of Q2 2025.

  • McClarren Financial Advisors reported no remaining State Street SPDR S&P Global Dividend ETF position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 65 State Street SPDR S&P Global Dividend ETF shares in Q2 2025, an estimated $1K.
  • McClarren Financial Advisors first reported a position in State Street SPDR S&P Global Dividend ETF in Q4 2023 and held it in 6 quarters.
  • McClarren Financial Advisors's State Street SPDR S&P Global Dividend ETF position peaked at $2K in Q1 2024.
  • 79 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.