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Raymond James Financial Services Advisors’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$1.01M Buy
15,154
+3,866
+34% +$245K ﹤0.01% 2162
2024
Q2 		$667K Buy
11,288
+326
+3% +$19.5K ﹤0.01% 2341
2024
Q1 		$658K Buy
10,962
+1,830
+20% +$108K ﹤0.01% 2322
2023
Q4 		$552K Sell
9,132
-4,348
-32% -$244K ﹤0.01% 2350
2023
Q3 		$736K Sell
13,480
-1,726
-11% -$99K ﹤0.01% 2087
2023
Q2 		$873K Buy
15,206
+1,037
+7% +$60.9K ﹤0.01% 2003
2023
Q1 		$835K Buy
14,169
+10,723
+311% +$643K ﹤0.01% 2021
2022
Q4 		$202K Buy
+3,446
New +$196K ﹤0.01% 2859
2021
Q3 		– Sell
-3,368
Closed -$229K – 3422
2021
Q2 		$229K Buy
+3,368
New +$232K ﹤0.01% 2918
2020
Q4 		– Sell
-4,064
Closed -$216K – 3091
2020
Q3 		$216K Sell
4,064
-1,797
-31% -$98.2K ﹤0.01% 2496
2020
Q2 		$309K Hold
5,861
– – ﹤0.01% 2213
2020
Q1 		$281K Sell
5,861
-1,525
-21% -$97.9K ﹤0.01% 1890
2019
Q4 		$528K Buy
7,386
+108
+1% +$7.5K ﹤0.01% 1945
2019
Q3 		$491K Buy
+7,278
New +$483K ﹤0.01% 1913
2019
Q2 		– Sell
-4,064
Closed -$270K – 2924
2019
Q1 		$270K Sell
4,064
-263
-6% -$17.3K ﹤0.01% 2311
2018
Q4 		$268K Buy
+4,327
New +$282K ﹤0.01% 2074
2018
Q3 		– Sell
-18,673
Closed -$1.26M – 2895
2018
Q2 		$1.26M Buy
18,673
+609
+3% +$41.9K 0.01% 1281
2018
Q1 		$1.24M Buy
18,064
+14,594
+421% +$1.02M 0.01% 1187
2017
Q4 		$246K Buy
+3,470
New +$239K ﹤0.01% 2135
2017
Q3 		– Sell
-4,529
Closed -$301K – 2627
2017
Q2 		$301K Buy
4,529
+62
+1% +$4.1K ﹤0.01% 1982
2017
Q1 		$289K Buy
+4,467
New +$285K ﹤0.01% 1918
2016
Q4 		– Sell
-4,435
Closed -$282K – 2444
2016
Q3 		$282K Sell
4,435
-1,489
-25% -$94.4K ﹤0.01% 1828
2016
Q2 		$364K Buy
5,924
+329
+6% +$20.1K ﹤0.01% 1601
2016
Q1 		$341K Buy
+5,595
New +$314K ﹤0.01% 1465

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Raymond James Financial Services Advisors's WDIV Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its State Street SPDR S&P Global Dividend ETF (WDIV) stake by 34% in Q3 2024, buying an estimated $245K and bringing the position to 15,154 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #2162.

Raymond James Financial Services Advisors first reported a position in WDIV in Q1 2016 and has held it in 24 quarters since. The position peaked at $1.26M in Q2 2018. 69 funds tracked by Wall St. Rank hold WDIV as of Q3 2024.

  • Raymond James Financial Services Advisors held 15,154 shares of State Street SPDR S&P Global Dividend ETF worth $1.01M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 3,866 State Street SPDR S&P Global Dividend ETF shares in Q3 2024, an estimated $245K.
  • State Street SPDR S&P Global Dividend ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2162 holding.
  • Raymond James Financial Services Advisors first reported a position in State Street SPDR S&P Global Dividend ETF in Q1 2016 and has held it in 24 quarters since.
  • Raymond James Financial Services Advisors's State Street SPDR S&P Global Dividend ETF position peaked at $1.26M in Q2 2018.
  • 69 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.