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

Valeo 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
2021 Q2	–	Sell	-99	Closed	-$7K	–	1822
2021 Q1	$7K	Hold	99	–	–	﹤0.01%	1477
2020 Q4	$6K	Buy	+99	New	+$5.71K	﹤0.01%	1346

Other funds holding WDIV

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LWA

Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

Valeo Financial Advisors's WDIV Position: Q2 2021 in Review

Valeo Financial Advisors sold out of State Street SPDR S&P Global Dividend ETF (WDIV) in Q2 2021, closing a stake of 99 shares — an estimated $7K sold.

Valeo Financial Advisors first reported a position in WDIV in Q4 2020 and held it in 2 quarters. The position peaked at $7K in Q1 2021. 62 funds tracked by Wall St. Rank hold WDIV as of Q2 2021.

Valeo Financial Advisors reported no remaining State Street SPDR S&P Global Dividend ETF position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 99 State Street SPDR S&P Global Dividend ETF shares in Q2 2021, an estimated $7K.
Valeo Financial Advisors first reported a position in State Street SPDR S&P Global Dividend ETF in Q4 2020 and held it in 2 quarters.
Valeo Financial Advisors's State Street SPDR S&P Global Dividend ETF position peaked at $7K in Q1 2021.
62 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.