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

TRUADVICE’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
2021
Q3 		– Sell
-3,311
Closed -$224K – 289
2021
Q2 		$224K Buy
+3,311
New +$228K 0.05% 288

Other funds holding WDIV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SFA
Seneca Financial Advisors Rochester, New York $341M AUM 14.73% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
IWA
Intercontinental Wealth Advisors San Antonio, Texas $419M AUM 22.15% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

TRUADVICE's WDIV Position: Q3 2021 in Review

TRUADVICE sold out of State Street SPDR S&P Global Dividend ETF (WDIV) in Q3 2021, closing a stake of 3,311 shares — an estimated $224K sold.

TRUADVICE first reported a position in WDIV in Q2 2021 and held it in 1 quarter. The position peaked at $224K in Q2 2021. 64 funds tracked by Wall St. Rank hold WDIV as of Q3 2021.

  • TRUADVICE reported no remaining State Street SPDR S&P Global Dividend ETF position as of Q3 2021 after selling out during the quarter.
  • TRUADVICE sold 3,311 State Street SPDR S&P Global Dividend ETF shares in Q3 2021, an estimated $224K.
  • TRUADVICE first reported a position in State Street SPDR S&P Global Dividend ETF in Q2 2021 and held it in 1 quarter.
  • TRUADVICE's State Street SPDR S&P Global Dividend ETF position peaked at $224K in Q2 2021.
  • 64 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q3 2021.

Based on TRUADVICE's 13F filing for Q3 2021, filed 9 Nov 2021.