Simplicity Wealth,Llc Spdr S&P Global Dividend ETF Transaction History

Simplicity Wealth,Llc

$2.26 Billion
Q2 2025

A detailed history of Simplicity Wealth,Llc transactions in Spdr S&P Global Dividend ETF stock. As of the latest transaction made, Simplicity Wealth,Llc holds 9,984 shares of WDIV stock, worth $719,447. This represents 0.03% of its overall portfolio holdings.

Number of Shares

9,984

Previous 5,974 67.12%

Holding current value

$719,447

Previous $389,000 80.98%

% of portfolio

0.03%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$59.84 - $71.44 $239,958 - $286,474	4,010 Added 67.12%	9,984 $704,000
Q1 2025 Apr 14, 2025	BUY	$60.51 - $66.3 $361,486 - $396,076	5,974 New	5,974 $389,000
Q3 2024 Oct 09, 2024	BUY	$59.25 - $67.03 $86,860 - $98,265	1,466 Added 32.59%	5,964 $397,000
Q2 2024 Jul 10, 2024	BUY	$56.98 - $62.26 $256,296 - $280,045	4,498 New	4,498 $265,000
Q4 2023 Jan 29, 2024	BUY	$52.34 - $60.53 $184,812 - $213,731	3,531 New	3,531 $213,000
Q1 2023 Apr 27, 2023	SELL	$56.73 - $62.68 $109,035 - $120,470	-1,922 Reduced 34.57%	3,637 $214,000
Q4 2022 Feb 15, 2023	BUY	$51.92 - $60.32 $288,623 - $335,318	5,559 New	5,559 $326,000

Others Institutions Holding WDIV

# of Institutions

Shares Held

1.45M

Call Options Held

Put Options Held

View Full List

About SPDR S&P GLOBAL DIVIDEND ETF

Ticker WDIV
Sector ETFs
Industry ETFs

More about WDIV

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Simplicity Wealth,Llc Spdr S&P Global Dividend ETF Transaction History