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

ORG 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 Q1	–	Sell	-5,672	Closed	-$343K	–	1121
2023 Q4	$343K	Buy	5,672 +5,172	+1,034%	+$290K	0.06%	219
2023 Q3	$27.3K	Sell	500 -3,614	-88%	-$207K	0.01%	638
2023 Q2	$238K	Buy	+4,114	New	+$242K	0.04%	344

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

Mango Investments Denver, Colorado $135M AUM

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

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

ORG Partners's WDIV Position: Q1 2024 in Review

ORG Partners sold out of State Street SPDR S&P Global Dividend ETF (WDIV) in Q1 2024, closing a stake of 5,672 shares — an estimated $343K sold.

ORG Partners first reported a position in WDIV in Q2 2023 and held it in 3 quarters. The position peaked at $343K in Q4 2023. 69 funds tracked by Wall St. Rank hold WDIV as of Q1 2024.

ORG Partners reported no remaining State Street SPDR S&P Global Dividend ETF position as of Q1 2024 after selling out during the quarter.
ORG Partners sold 5,672 State Street SPDR S&P Global Dividend ETF shares in Q1 2024, an estimated $343K.
ORG Partners first reported a position in State Street SPDR S&P Global Dividend ETF in Q2 2023 and held it in 3 quarters.
ORG Partners's State Street SPDR S&P Global Dividend ETF position peaked at $343K 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 ORG Partners's 13F filing for Q1 2024, filed 6 May 2024.