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

Nations Financial Group’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
Q1 		– Sell
-8,600
Closed -$520K – 656
2023
Q4 		$520K Hold
8,600
– – 0.05% 383
2023
Q3 		$469K Hold
8,600
– – 0.05% 384
2023
Q2 		$494K Hold
8,600
– – 0.05% 388
2023
Q1 		$507K Sell
8,600
-87
-1% -$5.22K 0.05% 365
2022
Q4 		$510K Buy
+8,687
New +$494K 0.06% 352

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
MI
Mango Investments Denver, Colorado $135M AUM
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
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

Nations Financial Group's WDIV Position: Q1 2024 in Review

Nations Financial Group sold out of State Street SPDR S&P Global Dividend ETF (WDIV) in Q1 2024, closing a stake of 8,600 shares — an estimated $520K sold.

Nations Financial Group first reported a position in WDIV in Q4 2022 and held it in 5 quarters. The position peaked at $520K in Q4 2023. 69 funds tracked by Wall St. Rank hold WDIV as of Q1 2024.

  • Nations Financial Group reported no remaining State Street SPDR S&P Global Dividend ETF position as of Q1 2024 after selling out during the quarter.
  • Nations Financial Group sold 8,600 State Street SPDR S&P Global Dividend ETF shares in Q1 2024, an estimated $520K.
  • Nations Financial Group first reported a position in State Street SPDR S&P Global Dividend ETF in Q4 2022 and held it in 5 quarters.
  • Nations Financial Group's State Street SPDR S&P Global Dividend ETF position peaked at $520K in Q4 2023.
  • 69 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q1 2024.

Based on Nations Financial Group's 13F filing for Q1 2024, filed 23 Apr 2024.