WDIV β€” SPDR S&P GLOBAL DIVIDEND ETF

Ownership history in Vantage Financial Partners, LLC  Β·  8 quarters on record

AI Ownership Summary

Vantage Financial Partners, LLC reported SPDR S&P GLOBAL DIVIDEND ETF (WDIV) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.17% in 2023 Q4. The latest visible filing shows WDIV at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WDIV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Vantage Financial Partners, LLC's position in SPDR S&P GLOBAL DIVIDEND ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

WDIV was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Vantage Financial Partners, LLC held WDIV β€” position size vs. price
% of Fund (quarterly)    WDIV price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 5,089 -74 -1.4% 0.08% $370K 2025-11-05 $71.64
2025 Q2 REDUCED 5,163 -567 -9.9% 0.08% $364K 2025-08-06 $69.45
2025 Q1 REDUCED 5,730 -816 -12.5% 0.09% $373K 2025-05-07 $64.38
2024 Q4 REDUCED 6,546 -673 -9.3% 0.10% $406K 2025-02-06 $59.32
2024 Q3 REDUCED 7,219 -93 -1.3% 0.12% $481K 2024-11-08 $61.41
2024 Q2 REDUCED 7,312 -1,660 -18.5% 0.11% $432K 2024-08-07 $56.56
2024 Q1 REDUCED 8,972 -394 -4.2% 0.14% $538K 2024-05-02 $54.26
2023 Q4 INITIATED 9,366 β€” β€” 0.17% $566K 2024-02-05 $52.55

FAQ About Vantage Financial Partners, LLC and WDIV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Vantage Financial Partners, LLC reported owning WDIV?

Vantage Financial Partners, LLC reported WDIV across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported WDIV position in Vantage Financial Partners, LLC's portfolio?

The largest reported portfolio weight for WDIV was 0.17% in 2023 Q4.

What is the latest reported WDIV position on this page?

The most recent filing on this page is 2025 Q3, when Vantage Financial Partners, LLC reported 5,089 shares, equal to 0.08% of portfolio, with an estimated market value of $370K.

What does the chart on this WDIV ownership page compare?

The chart compares Vantage Financial Partners, LLC's quarterly WDIV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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