Wealth Enhancement Advisory Services’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

Wealth Enhancement Advisory Services’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
2026 Q3	$798K	Buy	9,844 +96	+1%	+$8.02K	﹤0.01%	2366
2026 Q2	$793K	Sell	9,748 -295	-3%	-$23.7K	﹤0.01%	2264
2026 Q1	$776K	Sell	10,043 -10,991	-52%	-$866K	﹤0.01%	1979
2025 Q4	$1.61M	Buy	21,034 +2,091	+11%	+$155K	﹤0.01%	1650
2025 Q3	$1.38M	Sell	18,943 -428	-2%	-$30.9K	﹤0.01%	1663
2025 Q2	$1.38M	Sell	19,371 -12,122	-38%	-$819K	﹤0.01%	1554
2025 Q1	$2.05M	Buy	31,493 +120	+0.4%	+$7.61K	﹤0.01%	1236
2024 Q4	$1.95M	Buy	31,373 +24	+0.1%	+$1.56K	﹤0.01%	1203
2024 Q3	$2.09M	Sell	31,349 -17,584	-36%	-$1.11M	﹤0.01%	1021
2024 Q2	$2.89M	Buy	48,933 +647	+1%	+$38.8K	0.01%	858
2024 Q1	$2.9M	Sell	48,286 -8,817	-15%	-$522K	0.01%	821
2023 Q4	$3.45M	Buy	57,103 +8,734	+18%	+$490K	0.01%	713
2023 Q3	$2.64M	Buy	+48,369	New	+$2.78M	0.01%	765

Other funds holding WDIV

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Richards, Merrill & Peterson Spokane, Washington $328M AUM 25.09% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return

Crescent Sterling Metairie, Louisiana $122M AUM 24.42% 1-Year Est. Return

LifeWealth Investments Winter Garden, Florida $360M AUM 12.85% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

B.O.S.S. Retirement Advisors Lehi, Utah $347M AUM 15.26% 1-Year Est. Return

Richardson Capital Management Menomonee Falls, Wisconsin $244M AUM 16.15% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Wealth Enhancement Advisory Services's WDIV Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its State Street SPDR S&P Global Dividend ETF (WDIV) stake by 0.98% in Q3 2026, buying an estimated $8.02K and bringing the position to 9,844 shares worth $798K. The position accounts for ﹤0.01% of the portfolio, ranked #2366.

Wealth Enhancement Advisory Services first reported a position in WDIV in Q3 2023 and has held it in 13 quarters since. The position peaked at $3.45M in Q4 2023. 15 funds tracked by Wall St. Rank hold WDIV as of Q3 2026.

Wealth Enhancement Advisory Services held 9,844 shares of State Street SPDR S&P Global Dividend ETF worth $798K as of Q3 2026.
Wealth Enhancement Advisory Services bought 96 State Street SPDR S&P Global Dividend ETF shares in Q3 2026, an estimated $8.02K.
State Street SPDR S&P Global Dividend ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2366 holding.
Wealth Enhancement Advisory Services first reported a position in State Street SPDR S&P Global Dividend ETF in Q3 2023 and has held it in 13 quarters since.
Wealth Enhancement Advisory Services's State Street SPDR S&P Global Dividend ETF position peaked at $3.45M in Q4 2023.
15 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.