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NorthRock Partners’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

NorthRock Partners’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
Q4 		– Sell
-2,146
Closed -$143K – 874
2024
Q3 		$143K Sell
2,146
-2,859
-57% -$181K ﹤0.01% 629
2024
Q2 		$296K Sell
5,005
-8,438
-63% -$505K 0.01% 477
2024
Q1 		$806K Sell
13,443
-4,891
-27% -$290K 0.03% 238
2023
Q4 		$1.11M Buy
+18,334
New +$1.03M 0.05% 176

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $328M AUM 17.54% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

NorthRock Partners's WDIV Position: Q4 2024 in Review

NorthRock Partners sold out of State Street SPDR S&P Global Dividend ETF (WDIV) in Q4 2024, closing a stake of 2,146 shares — an estimated $143K sold.

NorthRock Partners first reported a position in WDIV in Q4 2023 and held it in 4 quarters. The position peaked at $1.11M in Q4 2023. 71 funds tracked by Wall St. Rank hold WDIV as of Q4 2024.

  • NorthRock Partners reported no remaining State Street SPDR S&P Global Dividend ETF position as of Q4 2024 after selling out during the quarter.
  • NorthRock Partners sold 2,146 State Street SPDR S&P Global Dividend ETF shares in Q4 2024, an estimated $143K.
  • NorthRock Partners first reported a position in State Street SPDR S&P Global Dividend ETF in Q4 2023 and held it in 4 quarters.
  • NorthRock Partners's State Street SPDR S&P Global Dividend ETF position peaked at $1.11M in Q4 2023.
  • 71 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q4 2024.

Based on NorthRock Partners's 13F filing for Q4 2024, filed 14 Feb 2025.