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

Sowell Financial Services’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
2021 Q2	–	Sell	-25	Closed	-$2K	–	2720
2021 Q1	$2K	Hold	25	–	–	﹤0.01%	2862
2020 Q4	$2K	Hold	25	–	–	﹤0.01%	2508
2020 Q3	$1K	Hold	25	–	–	﹤0.01%	2449
2020 Q2	$1K	Hold	25	–	–	﹤0.01%	2391
2020 Q1	$1K	Sell	25 -7	-22%	-$449	﹤0.01%	2337
2019 Q4	$2K	Sell	32 -25	-44%	-$1.74K	﹤0.01%	2256
2019 Q3	$4K	Buy	+57	New	+$3.78K	﹤0.01%	1881

Other funds holding WDIV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

SFA

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LWA

Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

Sowell Financial Services's WDIV Position: Q2 2021 in Review

Sowell Financial Services sold out of State Street SPDR S&P Global Dividend ETF (WDIV) in Q2 2021, closing a stake of 25 shares — an estimated $2K sold.

Sowell Financial Services first reported a position in WDIV in Q3 2019 and held it in 7 quarters. The position peaked at $4K in Q3 2019. 62 funds tracked by Wall St. Rank hold WDIV as of Q2 2021.

Sowell Financial Services reported no remaining State Street SPDR S&P Global Dividend ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 25 State Street SPDR S&P Global Dividend ETF shares in Q2 2021, an estimated $2K.
Sowell Financial Services first reported a position in State Street SPDR S&P Global Dividend ETF in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's State Street SPDR S&P Global Dividend ETF position peaked at $4K in Q3 2019.
62 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.