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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

KKM Financial Chicago, Illinois $730M AUM 53.51% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s WDIV Position: Q4 2025 in Review

Vantage Financial Partners (Wisconsin) sold out of State Street SPDR S&P Global Dividend ETF (WDIV) in Q4 2025, closing a stake of 5,089 shares — an estimated $370K sold.

Vantage Financial Partners (Wisconsin) first reported a position in WDIV in Q4 2023 and held it in 8 quarters. The position peaked at $566K in Q4 2023. 85 funds tracked by Wall St. Rank hold WDIV as of Q4 2025.

Vantage Financial Partners (Wisconsin) reported no remaining State Street SPDR S&P Global Dividend ETF position as of Q4 2025 after selling out during the quarter.
Vantage Financial Partners (Wisconsin) sold 5,089 State Street SPDR S&P Global Dividend ETF shares in Q4 2025, an estimated $370K.
Vantage Financial Partners (Wisconsin) first reported a position in State Street SPDR S&P Global Dividend ETF in Q4 2023 and held it in 8 quarters.
Vantage Financial Partners (Wisconsin)'s State Street SPDR S&P Global Dividend ETF position peaked at $566K in Q4 2023.
85 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q4 2025.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q4 2025, filed 3 Feb 2026.