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

Medallion Wealth 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
2026 Q1	$7.71K	Hold	100	–	–	﹤0.01%	806
2025 Q4	$7.54K	Hold	100	–	–	﹤0.01%	792
2025 Q3	$7.27K	Hold	100	–	–	﹤0.01%	805
2025 Q2	$7.05K	Hold	100	–	–	﹤0.01%	783
2025 Q1	$6.51K	Hold	100	–	–	﹤0.01%	752
2024 Q4	$6.51K	Buy	+100	New	+$6.5K	﹤0.01%	720

Other funds holding WDIV

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 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

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

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

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

KKM Financial Chicago, Illinois $563M AUM 28.2% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Medallion Wealth Advisors's WDIV Position: Q1 2026 in Review

Medallion Wealth Advisors held its State Street SPDR S&P Global Dividend ETF (WDIV) position steady in Q1 2026 at 100 shares worth $7.71K. The position accounts for ﹤0.01% of the portfolio, ranked #806.

Medallion Wealth Advisors first reported a position in WDIV in Q4 2024 and has held it in 6 quarters since. 85 funds tracked by Wall St. Rank hold WDIV as of Q1 2026.

Medallion Wealth Advisors held 100 shares of State Street SPDR S&P Global Dividend ETF worth $7.71K as of Q1 2026.
Medallion Wealth Advisors left its State Street SPDR S&P Global Dividend ETF share count unchanged in Q1 2026.
State Street SPDR S&P Global Dividend ETF made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #806 holding.
Medallion Wealth Advisors first reported a position in State Street SPDR S&P Global Dividend ETF in Q4 2024 and has held it in 6 quarters since.
85 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.