Sound Income Strategies’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

Sound Income Strategies’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	–	Sell	-4	Closed	-$310	–	2377
2026 Q1	$310	Buy	4 +2	+100%	+$158	﹤0.01%	2444
2025 Q4	$154	Buy	+2	New	+$148	﹤0.01%	2440
2022 Q3	–	Sell	-68	Closed	-$4K	–	993
2022 Q2	$4K	Hold	68	–	–	﹤0.01%	633
2022 Q1	$5K	Hold	68	–	–	﹤0.01%	605
2021 Q4	$5K	Hold	68	–	–	﹤0.01%	605
2021 Q3	$4K	Hold	68	–	–	﹤0.01%	616
2021 Q2	$5K	Buy	+68	New	+$4.69K	﹤0.01%	609

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

Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 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

Sound Income Strategies's WDIV Position: Q2 2026 in Review

Sound Income Strategies sold out of State Street SPDR S&P Global Dividend ETF (WDIV) in Q2 2026, closing a stake of 4 shares — an estimated $310 sold.

Sound Income Strategies first reported a position in WDIV in Q2 2021 and held it in 7 quarters. The position peaked at $5K in Q1 2022. 61 funds tracked by Wall St. Rank hold WDIV as of Q2 2026.

Sound Income Strategies reported no remaining State Street SPDR S&P Global Dividend ETF position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 4 State Street SPDR S&P Global Dividend ETF shares in Q2 2026, an estimated $310.
Sound Income Strategies first reported a position in State Street SPDR S&P Global Dividend ETF in Q2 2021 and held it in 7 quarters.
Sound Income Strategies's State Street SPDR S&P Global Dividend ETF position peaked at $5K in Q1 2022.
61 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.