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 Q2	$1.47M	Buy	18,419 +122	+0.7%	+$9.82K	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

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

Seneca Financial Advisors's WDIV Position: Q2 2026 in Review

Seneca Financial Advisors increased its State Street SPDR S&P Global Dividend ETF (WDIV) stake by 0.67% in Q2 2026, buying an estimated $9.82K and bringing the position to 18,419 shares worth $1.47M. The position accounts for 0.38% of the portfolio, ranked #27.

Seneca Financial Advisors first reported a position in WDIV in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.96M in Q2 2021. 84 funds tracked by Wall St. Rank hold WDIV as of Q2 2026.

Seneca Financial Advisors held 18,419 shares of State Street SPDR S&P Global Dividend ETF worth $1.47M as of Q2 2026.
Seneca Financial Advisors bought 122 State Street SPDR S&P Global Dividend ETF shares in Q2 2026, an estimated $9.82K.
State Street SPDR S&P Global Dividend ETF made up 0.38% of Seneca Financial Advisors's portfolio in Q2 2026, its #27 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 23 quarters since.
Seneca Financial Advisors's State Street SPDR S&P Global Dividend ETF position peaked at $7.96M in Q2 2021.
84 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q2 2026.

Based on Seneca Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.