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

Optimum 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
2021 Q4	–	Sell	-550	Closed	-$36K	–	871
2021 Q3	$36K	Hold	550	–	–	0.02%	514
2021 Q2	$37K	Hold	550	–	–	0.01%	570
2021 Q1	$36K	Hold	550	–	–	0.01%	569
2020 Q4	$33K	Sell	550 -200	-27%	-$11.5K	0.01%	544
2020 Q3	$40K	Hold	750	–	–	0.01%	483
2020 Q2	$40K	Hold	750	–	–	0.01%	483
2020 Q1	$36K	Hold	750	–	–	0.01%	481
2019 Q4	$54K	Hold	750	–	–	0.02%	505
2019 Q3	$51K	Hold	750	–	–	0.02%	514
2019 Q2	$51K	Buy	+750	New	+$50.4K	0.02%	503

Other funds holding WDIV

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SFA

Seneca Financial Advisors Rochester, New York $341M AUM 14.73% 1-Year Est. Return

IWA

Intercontinental Wealth Advisors San Antonio, Texas $419M AUM 22.15% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Optimum Investment Advisors's WDIV Position: Q4 2021 in Review

Optimum Investment Advisors sold out of State Street SPDR S&P Global Dividend ETF (WDIV) in Q4 2021, closing a stake of 550 shares — an estimated $36K sold.

Optimum Investment Advisors first reported a position in WDIV in Q2 2019 and held it in 10 quarters. The position peaked at $54K in Q4 2019. 63 funds tracked by Wall St. Rank hold WDIV as of Q4 2021.

Optimum Investment Advisors reported no remaining State Street SPDR S&P Global Dividend ETF position as of Q4 2021 after selling out during the quarter.
Optimum Investment Advisors sold 550 State Street SPDR S&P Global Dividend ETF shares in Q4 2021, an estimated $36K.
Optimum Investment Advisors first reported a position in State Street SPDR S&P Global Dividend ETF in Q2 2019 and held it in 10 quarters.
Optimum Investment Advisors's State Street SPDR S&P Global Dividend ETF position peaked at $54K in Q4 2019.
63 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q4 2021.

Based on Optimum Investment Advisors's 13F filing for Q4 2021, filed 17 Mar 2022.