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

Strategic Wealth Partners’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
2025
Q4 		– Sell
-12
Closed -$872 – 1560
2025
Q3 		$872 Hold
12
– – ﹤0.01% 1218
2025
Q2 		$847 Buy
+12
New +$811 ﹤0.01% 1054

Other funds holding WDIV

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KF
KKM Financial Chicago, Illinois $563M AUM 28.2% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Strategic Wealth Partners's WDIV Position: Q4 2025 in Review

Strategic Wealth Partners sold out of State Street SPDR S&P Global Dividend ETF (WDIV) in Q4 2025, closing a stake of 12 shares — an estimated $872 sold.

Strategic Wealth Partners first reported a position in WDIV in Q2 2025 and held it in 2 quarters. The position peaked at $872 in Q3 2025. 85 funds tracked by Wall St. Rank hold WDIV as of Q4 2025.

  • Strategic Wealth Partners reported no remaining State Street SPDR S&P Global Dividend ETF position as of Q4 2025 after selling out during the quarter.
  • Strategic Wealth Partners sold 12 State Street SPDR S&P Global Dividend ETF shares in Q4 2025, an estimated $872.
  • Strategic Wealth Partners first reported a position in State Street SPDR S&P Global Dividend ETF in Q2 2025 and held it in 2 quarters.
  • Strategic Wealth Partners's State Street SPDR S&P Global Dividend ETF position peaked at $872 in Q3 2025.
  • 85 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q4 2025.

Based on Strategic Wealth Partners's 13F filing for Q4 2025, filed 12 May 2026.