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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
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

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
KF
KKM Financial Chicago, Illinois $563M AUM 28.2% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Seneca Financial Advisors's WDIV Position: Q1 2026 in Review

Seneca Financial Advisors reduced its State Street SPDR S&P Global Dividend ETF (WDIV) stake by 11% in Q1 2026, selling an estimated $176K and leaving 18,297 shares worth $1.41M. The position accounts for 0.41% of the portfolio, ranked #26.

Seneca Financial Advisors first reported a position in WDIV in Q4 2020 and has held it in 22 quarters since. The position peaked at $7.96M in Q2 2021. 85 funds tracked by Wall St. Rank hold WDIV as of Q1 2026.

  • Seneca Financial Advisors held 18,297 shares of State Street SPDR S&P Global Dividend ETF worth $1.41M as of Q1 2026.
  • Seneca Financial Advisors sold 2,230 State Street SPDR S&P Global Dividend ETF shares in Q1 2026, an estimated $176K.
  • State Street SPDR S&P Global Dividend ETF made up 0.41% of Seneca Financial Advisors's portfolio in Q1 2026, its #26 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 22 quarters since.
  • Seneca Financial Advisors's State Street SPDR S&P Global Dividend ETF position peaked at $7.96M in Q2 2021.
  • 85 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q1 2026.

Based on Seneca Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.