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

Seneca Financial 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
2026 Q3	$1.44M	Sell	17,733 -686	-4%	-$57.3K	0.38%	30
2026 Q2	$1.47M	Buy	18,419 +122	+0.7%	+$9.8K	0.38%	27
2026 Q1	$1.41M	Sell	18,297 -2,230	-11%	-$176K	0.41%	26
2025 Q4	$1.55M	Sell	20,527 -412	-2%	-$30.5K	0.47%	27
2025 Q3	$1.52M	Sell	20,939 -426	-2%	-$30.7K	0.5%	28
2025 Q2	$1.51M	Buy	21,365 +189	+0.9%	+$12.8K	0.58%	26
2025 Q1	$1.38M	Sell	21,176 -1,050	-5%	-$66.6K	0.67%	25
2024 Q4	$1.38M	Buy	22,226 +159	+0.7%	+$10.3K	0.69%	25
2024 Q3	$1.47M	Sell	22,067 -1,539	-7%	-$97.5K	0.72%	25
2024 Q2	$1.4M	Buy	23,606 +324	+1%	+$19.4K	0.72%	26
2024 Q1	$1.4M	Sell	23,282 -2,481	-10%	-$147K	0.74%	26
2023 Q4	$1.56M	Sell	25,763 -5,901	-19%	-$331K	0.9%	24
2023 Q3	$1.73M	Sell	31,664 -1,839	-5%	-$106K	1.18%	17
2023 Q2	$1.92M	Sell	33,503 -17,807	-35%	-$1.05M	1.28%	16
2023 Q1	$3.03M	Sell	51,310 -8,786	-15%	-$527K	1.94%	13
2022 Q4	$3.53M	Sell	60,096 -18,386	-23%	-$1.05M	2.23%	15
2022 Q3	$4.19M	Sell	78,482 -5,656	-7%	-$339K	3%	9
2022 Q2	$5.19M	Sell	84,138 -9,945	-11%	-$648K	3.49%	9
2022 Q1	$6.34M	Sell	94,083 -2,581	-3%	-$173K	3.85%	9
2021 Q4	$6.41M	Sell	96,664 -5,387	-5%	-$359K	3.79%	9
2021 Q3	$6.73M	Sell	102,051 -14,854	-13%	-$1.01M	4.46%	8
2021 Q2	$7.96M	Sell	116,905 -1,591	-1%	-$110K	5.21%	6
2021 Q1	$7.83M	Buy	118,496 +1,028	+0.9%	+$65.6K	5.51%	5
2020 Q4	$7.09M	Buy	+117,468	New	+$6.78M	5.38%	5

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

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

Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return

Seneca Financial Advisors's WDIV Position: Q3 2026 in Review

Seneca Financial Advisors reduced its State Street SPDR S&P Global Dividend ETF (WDIV) stake by 3.7% in Q3 2026, selling an estimated $57.3K and leaving 17,733 shares worth $1.44M. The position accounts for 0.38% of the portfolio, ranked #30.

Seneca Financial Advisors first reported a position in WDIV in Q4 2020 and has held it in 24 quarters since. The position peaked at $7.96M in Q2 2021. 45 funds tracked by Wall St. Rank hold WDIV as of Q3 2026.

Seneca Financial Advisors held 17,733 shares of State Street SPDR S&P Global Dividend ETF worth $1.44M as of Q3 2026.
Seneca Financial Advisors sold 686 State Street SPDR S&P Global Dividend ETF shares in Q3 2026, an estimated $57.3K.
State Street SPDR S&P Global Dividend ETF made up 0.38% of Seneca Financial Advisors's portfolio in Q3 2026, its #30 holding.
Seneca Financial Advisors first reported a position in State Street SPDR S&P Global Dividend ETF in Q4 2020 and has held it in 24 quarters since.
Seneca Financial Advisors's State Street SPDR S&P Global Dividend ETF position peaked at $7.96M in Q2 2021.
45 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q3 2026.

Based on Seneca Financial Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.