Wagner Wealth Management (South Carolina)’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

Wagner Wealth Management (South Carolina)’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 Q4	–	Sell	-519	Closed	-$28K	–	693
2022 Q3	$28K	Hold	519	–	–	0.02%	265
2022 Q2	$32K	Buy	+519	New	+$33.8K	0.03%	263
2022 Q1	–	Sell	-950	Closed	-$63K	–	653
2021 Q4	$63K	Hold	950	–	–	0.05%	224
2021 Q3	$64K	Hold	950	–	–	0.05%	212
2021 Q2	$65K	Hold	950	–	–	0.05%	227
2021 Q1	$63K	Buy	+950	New	+$60.6K	0.05%	211
2018 Q3	$98K	Buy	1,450 +750	+107%	+$51.3K	0.07%	196
2018 Q2	$47K	Buy	700 +500	+250%	+$34.4K	0.03%	235
2018 Q1	$14K	Buy	+200	New	+$14K	0.01%	330

Other funds holding WDIV

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

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

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

IWA

Intercontinental Wealth Advisors San Antonio, Texas $419M AUM 22.15% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SFA

Seneca Financial Advisors Rochester, New York $341M AUM 14.73% 1-Year Est. Return

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

Wagner Wealth Management (South Carolina)'s WDIV Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of State Street SPDR S&P Global Dividend ETF (WDIV) in Q4 2022, closing a stake of 519 shares — an estimated $28K sold.

Wagner Wealth Management (South Carolina) first reported a position in WDIV in Q1 2018 and held it in 9 quarters. The position peaked at $98K in Q3 2018. 68 funds tracked by Wall St. Rank hold WDIV as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining State Street SPDR S&P Global Dividend ETF position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 519 State Street SPDR S&P Global Dividend ETF shares in Q4 2022, an estimated $28K.
Wagner Wealth Management (South Carolina) first reported a position in State Street SPDR S&P Global Dividend ETF in Q1 2018 and held it in 9 quarters.
Wagner Wealth Management (South Carolina)'s State Street SPDR S&P Global Dividend ETF position peaked at $98K in Q3 2018.
68 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.