Wealthspire Advisors (New York)’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

Wealthspire Advisors (New York)’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	$2.84M	Hold	35,593	–	–	0.02%	357
2026 Q1	$2.75M	Hold	35,593	–	–	0.02%	238
2025 Q4	$2.69M	Hold	35,593	–	–	0.02%	251
2025 Q3	$2.59M	Hold	35,593	–	–	0.01%	240
2025 Q2	$2.51M	Hold	35,593	–	–	0.01%	247
2025 Q1	$2.32M	Buy	35,593 +208	+0.6%	+$13.2K	0.01%	254
2024 Q4	$2.2M	Buy	35,385 +385	+1%	+$25K	0.02%	235
2024 Q3	$2.33M	Hold	35,000	–	–	0.02%	227
2024 Q2	$2.07M	Hold	35,000	–	–	0.03%	204
2024 Q1	$2.1M	Hold	35,000	–	–	0.03%	192
2023 Q4	$2.12M	Hold	35,000	–	–	0.03%	185
2023 Q3	$1.91M	Hold	35,000	–	–	0.03%	177
2023 Q2	$2.01M	Hold	35,000	–	–	0.03%	152
2023 Q1	$2.06M	Hold	35,000	–	–	0.04%	148
2022 Q4	$2.05M	Hold	35,000	–	–	0.04%	152
2022 Q3	$1.87M	Hold	35,000	–	–	0.04%	151
2022 Q2	$2.16M	Buy	+35,000	New	+$2.28M	0.05%	137
2021 Q4	–	Sell	-35,000	Closed	-$2.31M	–	634
2021 Q3	$2.31M	Buy	+35,000	New	+$2.37M	0.05%	151

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

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

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wealthspire Advisors (New York)'s WDIV Position: Q2 2026 in Review

Wealthspire Advisors (New York) held its State Street SPDR S&P Global Dividend ETF (WDIV) position steady in Q2 2026 at 35,593 shares worth $2.84M. The position accounts for 0.02% of the portfolio, ranked #357.

Wealthspire Advisors (New York) first reported a position in WDIV in Q3 2021 and has held it in 18 quarters since. 84 funds tracked by Wall St. Rank hold WDIV as of Q2 2026.

Wealthspire Advisors (New York) held 35,593 shares of State Street SPDR S&P Global Dividend ETF worth $2.84M as of Q2 2026.
Wealthspire Advisors (New York) left its State Street SPDR S&P Global Dividend ETF share count unchanged in Q2 2026.
State Street SPDR S&P Global Dividend ETF made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #357 holding.
Wealthspire Advisors (New York) first reported a position in State Street SPDR S&P Global Dividend ETF in Q3 2021 and has held it in 18 quarters since.
84 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.