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 $728,532. This represents 0.03% of its overall portfolio holdings.

Number of Shares

9,984

Previous 5,974 67.12%

Holding current value

$728,532

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

1.57M

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Simplicity Wealth,Llc, based on Form 13F filings with the SEC.

News

Stay updated on Simplicity Wealth,Llc with notifications on news.

Account

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