Vantage Financial Partners (Wisconsin)’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

Vantage Financial Partners (Wisconsin)’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
2025 Q4	–	Sell	-5,089	Closed	-$370K	–	223
2025 Q3	$370K	Sell	5,089 -74	-1%	-$5.34K	0.08%	142
2025 Q2	$364K	Sell	5,163 -567	-10%	-$38.3K	0.08%	132
2025 Q1	$373K	Sell	5,730 -816	-12%	-$51.8K	0.09%	119
2024 Q4	$406K	Sell	6,546 -673	-9%	-$43.7K	0.1%	114
2024 Q3	$481K	Sell	7,219 -93	-1%	-$5.89K	0.12%	108
2024 Q2	$432K	Sell	7,312 -1,660	-19%	-$99.4K	0.11%	95
2024 Q1	$538K	Sell	8,972 -394	-4%	-$23.3K	0.14%	79
2023 Q4	$566K	Buy	+9,366	New	+$526K	0.17%	62

Other funds holding WDIV

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Corient Private Wealth

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Bank of America

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

KKM Financial Chicago, Illinois $563M AUM 28.2% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return