Northwestern Mutual Wealth Management’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

Northwestern Mutual Wealth 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
2024 Q4	–	Sell	-97	Closed	-$6.47K	–	3909
2024 Q3	$6.47K	Buy	+97	New	+$6.14K	﹤0.01%	2832
2023 Q2	–	Sell	-312	Closed	-$18.4K	–	3637
2023 Q1	$18.4K	Buy	312 +2	+0.6%	+$120	﹤0.01%	2281
2022 Q4	$18.2K	Buy	310 +3	+1%	+$171	﹤0.01%	2278
2022 Q3	$16K	Buy	307 +3	+1%	+$180	﹤0.01%	2311
2022 Q2	$19K	Buy	304 +6	+2%	+$391	﹤0.01%	2282
2022 Q1	$20K	Hold	298	–	–	﹤0.01%	2318
2021 Q4	$20K	Hold	298	–	–	﹤0.01%	2335
2021 Q3	$20K	Buy	+298	New	+$20.2K	﹤0.01%	2231
2016 Q2	–	Sell	-46	Closed	-$3K	–	2281
2016 Q1	$3K	Buy	+46	New	+$2.58K	﹤0.01%	1824

Other funds holding WDIV

AWM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Savoie Capital Chicago, Illinois $805M AUM 19.48% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

BOSSRA

B.O.S.S. Retirement Advisors Lehi, Utah $370M AUM 21.67% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Northwestern Mutual Wealth Management's WDIV Position: Q4 2024 in Review

Northwestern Mutual Wealth Management sold out of State Street SPDR S&P Global Dividend ETF (WDIV) in Q4 2024, closing a stake of 97 shares — an estimated $6.47K sold.

Northwestern Mutual Wealth Management first reported a position in WDIV in Q1 2016 and held it in 9 quarters. The position peaked at $20K in Q1 2022. 71 funds tracked by Wall St. Rank hold WDIV as of Q4 2024.

Northwestern Mutual Wealth Management reported no remaining State Street SPDR S&P Global Dividend ETF position as of Q4 2024 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 97 State Street SPDR S&P Global Dividend ETF shares in Q4 2024, an estimated $6.47K.
Northwestern Mutual Wealth Management first reported a position in State Street SPDR S&P Global Dividend ETF in Q1 2016 and held it in 9 quarters.
Northwestern Mutual Wealth Management's State Street SPDR S&P Global Dividend ETF position peaked at $20K in Q1 2022.
71 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q4 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.