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

Waverly 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
2023
Q1 		– Sell
-4,335
Closed -$254K – 309
2022
Q4 		$254K Buy
+4,335
New +$247K 0.01% 237

Other funds holding WDIV

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IWA
Intercontinental Wealth Advisors San Antonio, Texas $419M AUM 22.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFA
Seneca Financial Advisors Rochester, New York $341M AUM 14.73% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Waverly Advisors's WDIV Position: Q1 2023 in Review

Waverly Advisors sold out of State Street SPDR S&P Global Dividend ETF (WDIV) in Q1 2023, closing a stake of 4,335 shares — an estimated $254K sold.

Waverly Advisors first reported a position in WDIV in Q4 2022 and held it in 1 quarter. The position peaked at $254K in Q4 2022. 72 funds tracked by Wall St. Rank hold WDIV as of Q1 2023.

  • Waverly Advisors reported no remaining State Street SPDR S&P Global Dividend ETF position as of Q1 2023 after selling out during the quarter.
  • Waverly Advisors sold 4,335 State Street SPDR S&P Global Dividend ETF shares in Q1 2023, an estimated $254K.
  • Waverly Advisors first reported a position in State Street SPDR S&P Global Dividend ETF in Q4 2022 and held it in 1 quarter.
  • Waverly Advisors's State Street SPDR S&P Global Dividend ETF position peaked at $254K in Q4 2022.
  • 72 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q1 2023.

Based on Waverly Advisors's 13F filing for Q1 2023, filed 16 May 2023.