Triumph Capital Management’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

Triumph Capital Management’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 Q3	$12.5K	Hold	154	–	–	﹤0.01%	1130
2026 Q2	$12.3K	Hold	154	–	–	﹤0.01%	1096
2026 Q1	$11.9K	Hold	154	–	–	﹤0.01%	1056
2025 Q4	$11.6K	Buy	+154	New	+$11.4K	﹤0.01%	1030

Other funds holding WDIV

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Seneca Financial Advisors Rochester, New York $377M AUM 10.45% 1-Year Est. Return

Richards, Merrill & Peterson Spokane, Washington $328M AUM 25.09% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Key Capital Management Hendersonville, Tn 37075, Tennessee $273M AUM 7.44% 1-Year Est. Return

Crescent Sterling Metairie, Louisiana $122M AUM 24.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $360M AUM 12.85% 1-Year Est. Return

Triumph Capital Management's WDIV Position: Q3 2026 in Review

Triumph Capital Management held its State Street SPDR S&P Global Dividend ETF (WDIV) position steady in Q3 2026 at 154 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1130.

Triumph Capital Management first reported a position in WDIV in Q4 2025 and has held it in 4 quarters since. 31 funds tracked by Wall St. Rank hold WDIV as of Q3 2026.

Triumph Capital Management held 154 shares of State Street SPDR S&P Global Dividend ETF worth $12.5K as of Q3 2026.
Triumph Capital Management left its State Street SPDR S&P Global Dividend ETF share count unchanged in Q3 2026.
State Street SPDR S&P Global Dividend ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #1130 holding.
Triumph Capital Management first reported a position in State Street SPDR S&P Global Dividend ETF in Q4 2025 and has held it in 4 quarters since.
31 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.