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United Capital Financial Advisors’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

United Capital Financial Advisors’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
2022
Q3 		– Sell
-5,217
Closed -$322K – 1157
2022
Q2 		$322K Buy
5,217
+1
+0% +$65 ﹤0.01% 920
2022
Q1 		$351K Sell
5,216
-734
-12% -$49.3K ﹤0.01% 945
2021
Q4 		$394K Sell
5,950
-200
-3% -$13.3K ﹤0.01% 932
2021
Q3 		$406K Sell
6,150
-999
-14% -$67.6K ﹤0.01% 922
2021
Q2 		$487K Buy
7,149
+868
+14% +$59.9K ﹤0.01% 863
2021
Q1 		$415K Sell
6,281
-2,468
-28% -$157K ﹤0.01% 903
2020
Q4 		$528K Sell
8,749
-138
-2% -$7.96K ﹤0.01% 833
2020
Q3 		$472K Sell
8,887
-56,197
-86% -$3.07M ﹤0.01% 841
2020
Q2 		$3.43M Buy
65,084
+2,507
+4% +$129K 0.02% 423
2020
Q1 		$3M Buy
62,577
+2,926
+5% +$188K 0.02% 418
2019
Q4 		$4.26M Buy
59,651
+2
+0% +$139 0.03% 450
2019
Q3 		$4.03M Sell
59,649
-2,121
-3% -$141K 0.03% 455
2019
Q2 		$4.17M Sell
61,770
-4,792
-7% -$322K 0.03% 456
2019
Q1 		$4.42M Buy
66,562
+778
+1% +$51.1K 0.03% 444
2018
Q4 		$4.08M Buy
65,784
+204
+0.3% +$13.3K 0.03% 414
2018
Q3 		$4.45M Buy
65,580
+161
+0.2% +$11K 0.03% 453
2018
Q2 		$4.41M Sell
65,419
-6,112
-9% -$420K 0.03% 437
2018
Q1 		$4.92M Sell
71,531
-6,073
-8% -$426K 0.04% 416
2017
Q4 		$5.5M Buy
77,604
+1,300
+2% +$89.6K 0.04% 393
2017
Q3 		$5.18M Buy
76,304
+6,738
+10% +$454K 0.04% 388
2017
Q2 		$4.62M Buy
69,566
+2,891
+4% +$191K 0.04% 396
2017
Q1 		$4.31M Buy
66,675
+2,557
+4% +$163K 0.04% 394
2016
Q4 		$3.96M Buy
64,118
+8,305
+15% +$509K 0.04% 413
2016
Q3 		$3.55M Buy
+55,813
New +$3.54M 0.03% 455

Other funds holding WDIV

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
IWA
Intercontinental Wealth Advisors San Antonio, Texas $419M AUM 22.15% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SFA
Seneca Financial Advisors Rochester, New York $385M AUM 18.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

United Capital Financial Advisors's WDIV Position: Q3 2022 in Review

United Capital Financial Advisors sold out of State Street SPDR S&P Global Dividend ETF (WDIV) in Q3 2022, closing a stake of 5,217 shares — an estimated $322K sold.

United Capital Financial Advisors first reported a position in WDIV in Q3 2016 and held it in 24 quarters. The position peaked at $5.5M in Q4 2017. 57 funds tracked by Wall St. Rank hold WDIV as of Q3 2022.

  • United Capital Financial Advisors reported no remaining State Street SPDR S&P Global Dividend ETF position as of Q3 2022 after selling out during the quarter.
  • United Capital Financial Advisors sold 5,217 State Street SPDR S&P Global Dividend ETF shares in Q3 2022, an estimated $322K.
  • United Capital Financial Advisors first reported a position in State Street SPDR S&P Global Dividend ETF in Q3 2016 and held it in 24 quarters.
  • United Capital Financial Advisors's State Street SPDR S&P Global Dividend ETF position peaked at $5.5M in Q4 2017.
  • 57 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q3 2022.

Based on United Capital Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.