Tidemark’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

Tidemark’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	$17.8K	Hold	223	–	–	﹤0.01%	435
2026 Q1	$17.2K	Hold	223	–	–	﹤0.01%	392
2025 Q4	$16.8K	Hold	223	–	–	﹤0.01%	373
2025 Q3	$16.2K	Hold	223	–	–	﹤0.01%	397
2025 Q2	$15.7K	Hold	223	–	–	0.01%	396
2025 Q1	$14.5K	Hold	223	–	–	0.01%	383
2024 Q4	$13.8K	Hold	223	–	–	0.01%	394
2024 Q3	$14.9K	Hold	223	–	–	0.01%	380
2024 Q2	$13.2K	Sell	223 -500	-69%	-$29.9K	0.01%	377
2024 Q1	$43.4K	Hold	723	–	–	0.02%	250
2023 Q4	$43.7K	Buy	+723	New	+$40.6K	0.03%	240

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

KWM

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 $3.37T AUM 44.26% 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

WANY

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

Tidemark's WDIV Position: Q2 2026 in Review

Tidemark held its State Street SPDR S&P Global Dividend ETF (WDIV) position steady in Q2 2026 at 223 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #435.

Tidemark first reported a position in WDIV in Q4 2023 and has held it in 11 quarters since. The position peaked at $43.7K in Q4 2023. 83 funds tracked by Wall St. Rank hold WDIV as of Q2 2026.

Tidemark held 223 shares of State Street SPDR S&P Global Dividend ETF worth $17.8K as of Q2 2026.
Tidemark 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 Tidemark's portfolio in Q2 2026, its #435 holding.
Tidemark first reported a position in State Street SPDR S&P Global Dividend ETF in Q4 2023 and has held it in 11 quarters since.
Tidemark's State Street SPDR S&P Global Dividend ETF position peaked at $43.7K in Q4 2023.
83 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.