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

MMBG Investment 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
2024
Q2 		– Sell
-7,375
Closed -$442K – 163
2024
Q1 		$442K Hold
7,375
– – 0.05% 127
2023
Q4 		$446K Buy
+7,375
New +$414K 0.05% 125

Other funds holding WDIV

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SC
Savoie Capital Chicago, Illinois $805M AUM 19.48% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MMBG Investment Advisors's WDIV Position: Q2 2024 in Review

MMBG Investment Advisors sold out of State Street SPDR S&P Global Dividend ETF (WDIV) in Q2 2024, closing a stake of 7,375 shares — an estimated $442K sold.

MMBG Investment Advisors first reported a position in WDIV in Q4 2023 and held it in 2 quarters. The position peaked at $446K in Q4 2023. 70 funds tracked by Wall St. Rank hold WDIV as of Q2 2024.

  • MMBG Investment Advisors reported no remaining State Street SPDR S&P Global Dividend ETF position as of Q2 2024 after selling out during the quarter.
  • MMBG Investment Advisors sold 7,375 State Street SPDR S&P Global Dividend ETF shares in Q2 2024, an estimated $442K.
  • MMBG Investment Advisors first reported a position in State Street SPDR S&P Global Dividend ETF in Q4 2023 and held it in 2 quarters.
  • MMBG Investment Advisors's State Street SPDR S&P Global Dividend ETF position peaked at $446K in Q4 2023.
  • 70 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q2 2024.

Based on MMBG Investment Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.