Mid Atlantic Financial Management’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

Mid Atlantic Financial Management’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
2021 Q3	$1.48M	Buy	22,366 +1,200	+6%	+$81.2K	0.1%	177
2021 Q2	$1.44M	Sell	21,166 -863	-4%	-$59.6K	0.1%	174
2021 Q1	$1.46M	Sell	22,029 -2,183	-9%	-$139K	0.11%	170
2020 Q4	$1.46M	Sell	24,212 -12	-0%	-$692	0.11%	165
2020 Q3	$1.36M	Buy	24,224 +2,457	+11%	+$134K	0.12%	157
2020 Q2	$1.15M	Buy	21,767 +3,973	+22%	+$205K	0.11%	165
2020 Q1	$853K	Sell	17,794 -1,631	-8%	-$105K	0.1%	191
2019 Q4	$1.39M	Sell	19,425 -2,185	-10%	-$152K	0.13%	150
2019 Q3	$1.46M	Sell	21,610 -9,498	-31%	-$630K	0.16%	123
2019 Q2	$2.1M	Buy	31,108 +15,831	+104%	+$1.06M	0.22%	101
2019 Q1	$1.01M	Buy	15,277 +2,388	+19%	+$157K	0.11%	184
2018 Q4	$799K	Buy	+12,889	New	+$839K	0.1%	205

Other funds holding WDIV

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

AWM

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

SFA

Seneca Financial Advisors Rochester, New York $341M AUM 14.73% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

IWA

Intercontinental Wealth Advisors San Antonio, Texas $419M AUM 22.15% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mid Atlantic Financial Management's WDIV Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its State Street SPDR S&P Global Dividend ETF (WDIV) stake by 5.7% in Q3 2021, buying an estimated $81.2K and bringing the position to 22,366 shares worth $1.48M. The position accounts for 0.1% of the portfolio, ranked #177.

Mid Atlantic Financial Management first reported a position in WDIV in Q4 2018 and has held it in 12 quarters since. The position peaked at $2.1M in Q2 2019. 64 funds tracked by Wall St. Rank hold WDIV as of Q3 2021.

Mid Atlantic Financial Management held 22,366 shares of State Street SPDR S&P Global Dividend ETF worth $1.48M as of Q3 2021.
Mid Atlantic Financial Management bought 1,200 State Street SPDR S&P Global Dividend ETF shares in Q3 2021, an estimated $81.2K.
State Street SPDR S&P Global Dividend ETF made up 0.1% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #177 holding.
Mid Atlantic Financial Management first reported a position in State Street SPDR S&P Global Dividend ETF in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's State Street SPDR S&P Global Dividend ETF position peaked at $2.1M in Q2 2019.
64 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.