1834 Investment Advisors’s State Street SPDR S&P Emerging Markets Dividend ETF EDIV Stock Holding History

1834 Investment Advisors’s Portfolio EDIV Stock Details EDIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-275	Closed	-$8K	–	473
2022 Q1	$8K	Hold	275	–	–	﹤0.01%	367
2021 Q4	$8K	Hold	275	–	–	﹤0.01%	396
2021 Q3	$8K	Hold	275	–	–	﹤0.01%	416
2021 Q2	$8K	Sell	275 -645	-70%	-$19.6K	﹤0.01%	441
2021 Q1	$28K	Hold	920	–	–	﹤0.01%	298
2020 Q4	$26K	Hold	920	–	–	﹤0.01%	301
2020 Q3	$22K	Hold	920	–	–	﹤0.01%	299
2020 Q2	$23K	Hold	920	–	–	﹤0.01%	283
2020 Q1	$20K	Hold	920	–	–	﹤0.01%	296
2019 Q4	$30K	Hold	920	–	–	﹤0.01%	300
2019 Q3	$27K	Hold	920	–	–	﹤0.01%	309
2019 Q2	$30K	Hold	920	–	–	﹤0.01%	313
2019 Q1	$29K	Hold	920	–	–	﹤0.01%	312
2018 Q4	$27K	Hold	920	–	–	﹤0.01%	306
2018 Q3	$28K	Hold	920	–	–	﹤0.01%	316
2018 Q2	$28K	Hold	920	–	–	﹤0.01%	316
2018 Q1	$33K	Hold	920	–	–	0.01%	305
2017 Q4	$30K	Buy	+920	New	+$28.5K	﹤0.01%	328
2015 Q3	–	Sell	-23,139	Closed	-$757K	–	193
2015 Q2	$757K	Buy	23,139 +821	+4%	+$28.6K	0.21%	88
2015 Q1	$743K	Buy	22,318 +3,073	+16%	+$104K	0.2%	96
2014 Q4	$656K	Buy	19,245 +12,400	+181%	+$441K	0.18%	98
2014 Q3	$250K	Sell	6,845 -993	-13%	-$39.6K	0.07%	144
2014 Q2	$314K	Sell	7,838 -1,765	-18%	-$70.2K	0.09%	133
2014 Q1	$366K	Sell	9,603 -3,682	-28%	-$135K	0.11%	117
2013 Q4	$519K	Sell	13,285 -74	-0.6%	-$3K	0.15%	105
2013 Q3	$539K	Sell	13,359 -1,556	-10%	-$61.4K	0.18%	94
2013 Q2	$578K	Buy	+14,915	New	+$649K	0.2%	94

Other funds holding EDIV

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

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

1834 Investment Advisors's EDIV Position: Q2 2022 in Review

1834 Investment Advisors sold out of State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) in Q2 2022, closing a stake of 275 shares — an estimated $8K sold.

1834 Investment Advisors first reported a position in EDIV in Q2 2013 and held it in 27 quarters. The position peaked at $757K in Q2 2015. 79 funds tracked by Wall St. Rank hold EDIV as of Q2 2022.

1834 Investment Advisors reported no remaining State Street SPDR S&P Emerging Markets Dividend ETF position as of Q2 2022 after selling out during the quarter.
1834 Investment Advisors sold 275 State Street SPDR S&P Emerging Markets Dividend ETF shares in Q2 2022, an estimated $8K.
1834 Investment Advisors first reported a position in State Street SPDR S&P Emerging Markets Dividend ETF in Q2 2013 and held it in 27 quarters.
1834 Investment Advisors's State Street SPDR S&P Emerging Markets Dividend ETF position peaked at $757K in Q2 2015.
79 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Dividend ETF as of Q2 2022.

Based on 1834 Investment Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.