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Retirement Financial Solutions’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

Retirement Financial Solutions’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
Q1 		– Sell
-179
Closed -$10.5K – 262
2022
Q4 		$10.5K Buy
+179
New +$10.2K 0.01% 134

Other funds holding WDIV

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IWA
Intercontinental Wealth Advisors San Antonio, Texas $419M AUM 22.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFA
Seneca Financial Advisors Rochester, New York $341M AUM 14.73% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Retirement Financial Solutions's WDIV Position: Q1 2023 in Review

Retirement Financial Solutions sold out of State Street SPDR S&P Global Dividend ETF (WDIV) in Q1 2023, closing a stake of 179 shares — an estimated $10.5K sold.

Retirement Financial Solutions first reported a position in WDIV in Q4 2022 and held it in 1 quarter. The position peaked at $10.5K in Q4 2022. 72 funds tracked by Wall St. Rank hold WDIV as of Q1 2023.

  • Retirement Financial Solutions reported no remaining State Street SPDR S&P Global Dividend ETF position as of Q1 2023 after selling out during the quarter.
  • Retirement Financial Solutions sold 179 State Street SPDR S&P Global Dividend ETF shares in Q1 2023, an estimated $10.5K.
  • Retirement Financial Solutions first reported a position in State Street SPDR S&P Global Dividend ETF in Q4 2022 and held it in 1 quarter.
  • Retirement Financial Solutions's State Street SPDR S&P Global Dividend ETF position peaked at $10.5K in Q4 2022.
  • 72 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q1 2023.

Based on Retirement Financial Solutions's 13F filing for Q1 2023, filed 26 Apr 2023.