WealthShield Partners
WDIV icon

WealthShield Partners’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

WealthShield Partners’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
Q2 		– Sell
-19,156
Closed -$1.48M – 604
2026
Q1 		$1.48M Buy
19,156
+134
+0.7% +$10.6K 0.16% 147
2025
Q4 		$1.44M Buy
19,022
+645
+4% +$47.7K 0.16% 141
2025
Q3 		$1.34M Buy
18,377
+181
+1% +$13.1K 0.15% 148
2025
Q2 		$1.28M Buy
18,196
+494
+3% +$33.4K 0.16% 152
2025
Q1 		$1.15M Buy
17,702
+437
+3% +$27.7K 0.15% 150
2024
Q4 		$1.07M Buy
17,265
+415
+2% +$27K 0.15% 143
2024
Q3 		$1.12M Buy
16,850
+627
+4% +$39.7K 0.15% 144
2024
Q2 		$959K Buy
16,223
+431
+3% +$25.8K 0.15% 149
2024
Q1 		$947K Buy
15,792
+464
+3% +$27.5K 0.15% 148
2023
Q4 		$927K Buy
15,328
+312
+2% +$17.5K 0.15% 150
2023
Q3 		$820K Buy
15,016
+526
+4% +$30.2K 0.12% 165
2023
Q2 		$832K Buy
14,490
+1,830
+14% +$108K 0.13% 162
2023
Q1 		$746K Buy
12,660
+1,057
+9% +$63.4K 0.12% 175
2022
Q4 		$681K Buy
11,603
+1,563
+16% +$88.9K 0.13% 171
2022
Q3 		$536K Buy
10,040
+1,180
+13% +$70.8K 0.11% 191
2022
Q2 		$547K Buy
8,860
+557
+7% +$36.3K 0.11% 187
2022
Q1 		$560K Buy
+8,303
New +$558K 0.09% 222

Other funds holding WDIV

AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Kingsview Wealth Management
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wealthspire Advisors (New York)
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

WealthShield Partners's WDIV Position: Q2 2026 in Review

WealthShield Partners sold out of State Street SPDR S&P Global Dividend ETF (WDIV) in Q2 2026, closing a stake of 19,156 shares — an estimated $1.48M sold.

WealthShield Partners first reported a position in WDIV in Q1 2022 and held it in 17 quarters. The position peaked at $1.48M in Q1 2026. 83 funds tracked by Wall St. Rank hold WDIV as of Q2 2026.

  • WealthShield Partners reported no remaining State Street SPDR S&P Global Dividend ETF position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 19,156 State Street SPDR S&P Global Dividend ETF shares in Q2 2026, an estimated $1.48M.
  • WealthShield Partners first reported a position in State Street SPDR S&P Global Dividend ETF in Q1 2022 and held it in 17 quarters.
  • WealthShield Partners's State Street SPDR S&P Global Dividend ETF position peaked at $1.48M in Q1 2026.
  • 83 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.