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Weaver Consulting Group’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

Weaver Consulting Group’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
2020
Q4 		– Sell
-100
Closed -$5K – 900
2020
Q3 		$5K Hold
100
– – ﹤0.01% 704
2020
Q2 		$5K Hold
100
– – ﹤0.01% 674
2020
Q1 		$5K Sell
100
-300
-75% -$19.3K ﹤0.01% 575
2019
Q4 		$27K Hold
400
– – 0.01% 326
2019
Q3 		$27K Hold
400
– – 0.01% 305
2019
Q2 		$27K Hold
400
– – 0.01% 302
2019
Q1 		$27K Buy
+400
New +$26.3K 0.01% 642

Other funds holding WDIV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SFA
Seneca Financial Advisors Rochester, New York $341M AUM 14.73% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Weaver Consulting Group's WDIV Position: Q4 2020 in Review

Weaver Consulting Group sold out of State Street SPDR S&P Global Dividend ETF (WDIV) in Q4 2020, closing a stake of 100 shares — an estimated $5K sold.

Weaver Consulting Group first reported a position in WDIV in Q1 2019 and held it in 7 quarters. The position peaked at $27K in Q4 2019. 54 funds tracked by Wall St. Rank hold WDIV as of Q4 2020.

  • Weaver Consulting Group reported no remaining State Street SPDR S&P Global Dividend ETF position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 100 State Street SPDR S&P Global Dividend ETF shares in Q4 2020, an estimated $5K.
  • Weaver Consulting Group first reported a position in State Street SPDR S&P Global Dividend ETF in Q1 2019 and held it in 7 quarters.
  • Weaver Consulting Group's State Street SPDR S&P Global Dividend ETF position peaked at $27K in Q4 2019.
  • 54 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.