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

Triad 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
2024
Q3 		– Sell
-847
Closed -$50.1K – 933
2024
Q2 		$50.1K Buy
+847
New +$50.7K 0.03% 231

Other funds holding WDIV

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SC
Savoie Capital Chicago, Illinois $805M AUM 19.48% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Triad Wealth Partners's WDIV Position: Q3 2024 in Review

Triad Wealth Partners sold out of State Street SPDR S&P Global Dividend ETF (WDIV) in Q3 2024, closing a stake of 847 shares — an estimated $50.1K sold.

Triad Wealth Partners first reported a position in WDIV in Q2 2024 and held it in 1 quarter. The position peaked at $50.1K in Q2 2024. 69 funds tracked by Wall St. Rank hold WDIV as of Q3 2024.

  • Triad Wealth Partners reported no remaining State Street SPDR S&P Global Dividend ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 847 State Street SPDR S&P Global Dividend ETF shares in Q3 2024, an estimated $50.1K.
  • Triad Wealth Partners first reported a position in State Street SPDR S&P Global Dividend ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's State Street SPDR S&P Global Dividend ETF position peaked at $50.1K in Q2 2024.
  • 69 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.