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

PSI 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
2023 Q2	–	Sell	-150	Closed	-$8.82K	–	891
2023 Q1	$8.85K	Hold	150	–	–	﹤0.01%	453
2022 Q4	$8.8K	Hold	150	–	–	﹤0.01%	449
2022 Q3	$8K	Sell	150 -600	-80%	-$36K	﹤0.01%	473
2022 Q2	$46K	Sell	750 -375	-33%	-$24.4K	0.02%	263
2022 Q1	$76K	Buy	1,125 +300	+36%	+$20.2K	0.03%	222
2021 Q4	$55K	Hold	825	–	–	0.02%	273
2021 Q3	$54K	Buy	+825	New	+$55.8K	0.02%	280

Other funds holding WDIV

AWM

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

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

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

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

IWA

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

PSI Advisors's WDIV Position: Q2 2023 in Review

PSI Advisors sold out of State Street SPDR S&P Global Dividend ETF (WDIV) in Q2 2023, closing a stake of 150 shares — an estimated $8.82K sold.

PSI Advisors first reported a position in WDIV in Q3 2021 and held it in 7 quarters. The position peaked at $76K in Q1 2022. 67 funds tracked by Wall St. Rank hold WDIV as of Q2 2023.

PSI Advisors reported no remaining State Street SPDR S&P Global Dividend ETF position as of Q2 2023 after selling out during the quarter.
PSI Advisors sold 150 State Street SPDR S&P Global Dividend ETF shares in Q2 2023, an estimated $8.82K.
PSI Advisors first reported a position in State Street SPDR S&P Global Dividend ETF in Q3 2021 and held it in 7 quarters.
PSI Advisors's State Street SPDR S&P Global Dividend ETF position peaked at $76K in Q1 2022.
67 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q2 2023.

Based on PSI Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.