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 Q2	$33.1K	Hold	414	–	–	﹤0.01%	3181
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

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

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 $3.38T AUM 44.17% 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

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Steward Partners Investment Advisory's WDIV Position: Q2 2026 in Review

Steward Partners Investment Advisory held its State Street SPDR S&P Global Dividend ETF (WDIV) position steady in Q2 2026 at 414 shares worth $33.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3181.

Steward Partners Investment Advisory first reported a position in WDIV in Q2 2018 and has held it in 10 quarters since. The position peaked at $65K in Q3 2018. 83 funds tracked by Wall St. Rank hold WDIV as of Q2 2026.

Steward Partners Investment Advisory held 414 shares of State Street SPDR S&P Global Dividend ETF worth $33.1K as of Q2 2026.
Steward Partners Investment Advisory left its State Street SPDR S&P Global Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Global Dividend ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3181 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 10 quarters since.
Steward Partners Investment Advisory's State Street SPDR S&P Global Dividend ETF position peaked at $65K in Q3 2018.
83 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.