Richardson Capital Management’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

Richardson Capital Management’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 Q3	$251K	Hold	3,086	–	–	0.1%	40
2026 Q2	$247K	Hold	3,086	–	–	0.11%	43
2026 Q1	$238K	Hold	3,086	–	–	0.11%	40
2025 Q4	$233K	Hold	3,086	–	–	0.12%	34
2025 Q3	$224K	Hold	3,086	–	–	0.11%	33
2025 Q2	$218K	Hold	3,086	–	–	0.11%	32
2025 Q1	$201K	Hold	3,086	–	–	0.13%	34
2024 Q4	$192K	Hold	3,086	–	–	0.12%	35
2024 Q3	$206K	Hold	3,086	–	–	0.14%	27
2024 Q2	$182K	Hold	3,086	–	–	0.14%	32
2024 Q1	$185K	Hold	3,086	–	–	0.15%	29
2023 Q4	$187K	Buy	+3,086	New	+$173K	0.18%	21

Other funds holding WDIV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Seneca Financial Advisors Rochester, New York $377M AUM 10.45% 1-Year Est. Return

Richards, Merrill & Peterson Spokane, Washington $328M AUM 25.09% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Key Capital Management Hendersonville, Tn 37075, Tennessee $273M AUM 7.44% 1-Year Est. Return

Crescent Sterling Metairie, Louisiana $122M AUM 24.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Richardson Capital Management's WDIV Position: Q3 2026 in Review

Richardson Capital Management held its State Street SPDR S&P Global Dividend ETF (WDIV) position steady in Q3 2026 at 3,086 shares worth $251K. The position accounts for 0.1% of the portfolio, ranked #40.

Richardson Capital Management first reported a position in WDIV in Q4 2023 and has held it in 12 quarters since. 43 funds tracked by Wall St. Rank hold WDIV as of Q3 2026.

Richardson Capital Management held 3,086 shares of State Street SPDR S&P Global Dividend ETF worth $251K as of Q3 2026.
Richardson Capital Management left its State Street SPDR S&P Global Dividend ETF share count unchanged in Q3 2026.
State Street SPDR S&P Global Dividend ETF made up 0.1% of Richardson Capital Management's portfolio in Q3 2026, its #40 holding.
Richardson Capital Management first reported a position in State Street SPDR S&P Global Dividend ETF in Q4 2023 and has held it in 12 quarters since.
43 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q3 2026.

Based on Richardson Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.