Steward Partners Investment Advisory’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

Steward Partners Investment Advisory’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	$31.9K	Sell	414 -129	-24%	-$10.2K	﹤0.01%	3018
2025 Q4	$41K	Hold	543	–	–	﹤0.01%	2775
2025 Q3	$39.5K	Hold	543	–	–	﹤0.01%	2725
2025 Q2	$38.3K	Sell	543 -7	-1%	-$473	﹤0.01%	2605
2025 Q1	$35.8K	Buy	+550	New	+$34.9K	﹤0.01%	2543
2020 Q2	–	Sell	-345	Closed	-$16K	–	2756
2020 Q1	$16K	Hold	345	–	–	﹤0.01%	1698
2019 Q4	$24K	Buy	+345	New	+$24K	﹤0.01%	1718
2018 Q4	–	Sell	-951	Closed	-$65K	–	2152
2018 Q3	$65K	Hold	951	–	–	﹤0.01%	1095
2018 Q2	$64K	Buy	+951	New	+$65.4K	﹤0.01%	1003

Other funds holding WDIV

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

KKM Financial Chicago, Illinois $563M AUM 28.2% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Steward Partners Investment Advisory's WDIV Position: Q1 2026 in Review

Steward Partners Investment Advisory reduced its State Street SPDR S&P Global Dividend ETF (WDIV) stake by 24% in Q1 2026, selling an estimated $10.2K and leaving 414 shares worth $31.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3018.

Steward Partners Investment Advisory first reported a position in WDIV in Q2 2018 and has held it in 9 quarters since. The position peaked at $65K in Q3 2018. 85 funds tracked by Wall St. Rank hold WDIV as of Q1 2026.

Steward Partners Investment Advisory held 414 shares of State Street SPDR S&P Global Dividend ETF worth $31.9K as of Q1 2026.
Steward Partners Investment Advisory sold 129 State Street SPDR S&P Global Dividend ETF shares in Q1 2026, an estimated $10.2K.
State Street SPDR S&P Global Dividend ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #3018 holding.
Steward Partners Investment Advisory first reported a position in State Street SPDR S&P Global Dividend ETF in Q2 2018 and has held it in 9 quarters since.
Steward Partners Investment Advisory's State Street SPDR S&P Global Dividend ETF position peaked at $65K in Q3 2018.
85 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.