Able Wealth Management’s State Street SPDR S&P Emerging Markets Dividend ETF EDIV Stock Holding History

Able Wealth Management’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
2026 Q1	$2.29M	Sell	57,924 -51,863	-47%	-$2.12M	0.61%	38
2025 Q4	$4.3M	Buy	109,787 +14,443	+15%	+$560K	1.36%	24
2025 Q3	$3.7M	Buy	95,344 +33,328	+54%	+$1.29M	1.39%	22
2025 Q2	$2.36M	Buy	62,016 +13,140	+27%	+$485K	1.19%	23
2025 Q1	$1.74M	Buy	48,876 +14,927	+44%	+$534K	1.03%	28
2024 Q4	$1.2M	Buy	33,949 +8,751	+35%	+$316K	0.79%	32
2024 Q3	$949K	Buy	25,198 +4,470	+22%	+$161K	0.72%	33
2024 Q2	$732K	Buy	20,728 +13,923	+205%	+$482K	0.6%	38
2024 Q1	$228K	Buy	+6,805	New	+$223K	0.2%	82

Other funds holding EDIV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CWM

Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Able Wealth Management's EDIV Position: Q1 2026 in Review

Able Wealth Management reduced its State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) stake by 47% in Q1 2026, selling an estimated $2.12M and leaving 57,924 shares worth $2.29M. The position accounts for 0.61% of the portfolio, ranked #38.

Able Wealth Management first reported a position in EDIV in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.3M in Q4 2025. 206 funds tracked by Wall St. Rank hold EDIV as of Q1 2026.

Able Wealth Management held 57,924 shares of State Street SPDR S&P Emerging Markets Dividend ETF worth $2.29M as of Q1 2026.
Able Wealth Management sold 51,863 State Street SPDR S&P Emerging Markets Dividend ETF shares in Q1 2026, an estimated $2.12M.
State Street SPDR S&P Emerging Markets Dividend ETF made up 0.61% of Able Wealth Management's portfolio in Q1 2026, its #38 holding.
Able Wealth Management first reported a position in State Street SPDR S&P Emerging Markets Dividend ETF in Q1 2024 and has held it in 9 quarters since.
Able Wealth Management's State Street SPDR S&P Emerging Markets Dividend ETF position peaked at $4.3M in Q4 2025.
206 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Dividend ETF as of Q1 2026.

Based on Able Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.