Simplicity Wealth’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

Simplicity Wealth’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	$532K	Buy	6,661 +362	+6%	+$29.1K	0.02%	615
2026 Q1	$486K	Sell	6,299 -673	-10%	-$53K	0.03%	461
2025 Q4	$526K	Sell	6,972 -38	-0.5%	-$2.81K	0.03%	417
2025 Q3	$510K	Sell	7,010 -2,974	-30%	-$215K	0.03%	435
2025 Q2	$704K	Buy	9,984 +4,010	+67%	+$271K	0.03%	391
2025 Q1	$389K	Buy	+5,974	New	+$379K	0.03%	382
2024 Q4	–	Sell	-5,964	Closed	-$398K	–	520
2024 Q3	$398K	Buy	5,964 +1,466	+33%	+$92.8K	0.04%	337
2024 Q2	$266K	Buy	+4,498	New	+$269K	0.01%	995
2024 Q1	–	Sell	-3,531	Closed	-$214K	–	1185
2023 Q4	$214K	Buy	+3,531	New	+$198K	0.08%	169
2023 Q2	–	Sell	-3,637	Closed	-$214K	–	84
2023 Q1	$214K	Sell	3,637 -1,922	-35%	-$115K	0.14%	62
2022 Q4	$326K	Buy	+5,559	New	+$316K	0.29%	48

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SFA

Seneca Financial Advisors Rochester, New York $385M AUM 18.43% 1-Year Est. Return

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

RMP

Richards, Merrill & Peterson Spokane, Washington $315M AUM 30.62% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KCM

Key Capital Management Hendersonville, Tn 37075, Tennessee $194M AUM

Simplicity Wealth's WDIV Position: Q2 2026 in Review

Simplicity Wealth increased its State Street SPDR S&P Global Dividend ETF (WDIV) stake by 5.7% in Q2 2026, buying an estimated $29.1K and bringing the position to 6,661 shares worth $532K. The position accounts for 0.02% of the portfolio, ranked #615.

Simplicity Wealth first reported a position in WDIV in Q4 2022 and has held it in 11 quarters since. The position peaked at $704K in Q2 2025. 50 funds tracked by Wall St. Rank hold WDIV as of Q2 2026.

Simplicity Wealth held 6,661 shares of State Street SPDR S&P Global Dividend ETF worth $532K as of Q2 2026.
Simplicity Wealth bought 362 State Street SPDR S&P Global Dividend ETF shares in Q2 2026, an estimated $29.1K.
State Street SPDR S&P Global Dividend ETF made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #615 holding.
Simplicity Wealth first reported a position in State Street SPDR S&P Global Dividend ETF in Q4 2022 and has held it in 11 quarters since.
Simplicity Wealth's State Street SPDR S&P Global Dividend ETF position peaked at $704K in Q2 2025.
50 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.