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

Montgomery Financial Services’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 Q2	$19.5K	Buy	+244	New	+$19.6K	0.02%	124

Other funds holding WDIV

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Montgomery Financial Services's WDIV Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in State Street SPDR S&P Global Dividend ETF (WDIV) in Q2 2026: 244 shares worth $19.5K. The stake represents 0.02% of the portfolio and ranks #124 among its holdings.

81 funds tracked by Wall St. Rank hold WDIV as of Q2 2026.

Montgomery Financial Services held 244 shares of State Street SPDR S&P Global Dividend ETF worth $19.5K as of Q2 2026.
State Street SPDR S&P Global Dividend ETF was a new Montgomery Financial Services position in Q2 2026.
State Street SPDR S&P Global Dividend ETF made up 0.02% of Montgomery Financial Services's portfolio in Q2 2026, its #124 holding.
81 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.