Richards, Merrill & Peterson’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

Richards, Merrill & Peterson’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
2026 Q2	$1.26M	Buy	15,725 +1,153	+8%	+$92.8K	0.4%	61
2026 Q1	$1.12M	Buy	14,572 +2,880	+25%	+$227K	0.41%	60
2025 Q4	$882K	Buy	11,692 +1,950	+20%	+$144K	0.34%	79
2025 Q3	$708K	Buy	9,742 +1,586	+19%	+$114K	0.31%	89
2025 Q2	$575K	Buy	8,156 +1,220	+18%	+$82.4K	0.27%	92
2025 Q1	$452K	Sell	6,936 -295	-4%	-$18.7K	0.23%	98
2024 Q4	$449K	Buy	+7,231	New	+$470K	0.23%	99

Other funds holding WDIV

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Richards, Merrill & Peterson's WDIV Position: Q2 2026 in Review

Richards, Merrill & Peterson increased its State Street SPDR S&P Global Dividend ETF (WDIV) stake by 7.9% in Q2 2026, buying an estimated $92.8K and bringing the position to 15,725 shares worth $1.26M. The position accounts for 0.4% of the portfolio, ranked #61.

Richards, Merrill & Peterson first reported a position in WDIV in Q4 2024 and has held it in 7 quarters since. 84 funds tracked by Wall St. Rank hold WDIV as of Q2 2026.

Richards, Merrill & Peterson held 15,725 shares of State Street SPDR S&P Global Dividend ETF worth $1.26M as of Q2 2026.
Richards, Merrill & Peterson bought 1,153 State Street SPDR S&P Global Dividend ETF shares in Q2 2026, an estimated $92.8K.
State Street SPDR S&P Global Dividend ETF made up 0.4% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #61 holding.
Richards, Merrill & Peterson first reported a position in State Street SPDR S&P Global Dividend ETF in Q4 2024 and has held it in 7 quarters since.
84 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.