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

Altus Wealth Group’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
2021
Q2 		– Sell
-704
Closed -$21K – 128
2021
Q1 		$21K Sell
704
-158
-18% -$4.6K 0.02% 138
2020
Q4 		$24K Buy
+862
New +$22.4K 0.02% 328

Other funds holding EDIV

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Altus Wealth Group's EDIV Position: Q2 2021 in Review

Altus Wealth Group sold out of State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) in Q2 2021, closing a stake of 704 shares — an estimated $21K sold.

Altus Wealth Group first reported a position in EDIV in Q4 2020 and held it in 2 quarters. The position peaked at $24K in Q4 2020. 83 funds tracked by Wall St. Rank hold EDIV as of Q2 2021.

  • Altus Wealth Group reported no remaining State Street SPDR S&P Emerging Markets Dividend ETF position as of Q2 2021 after selling out during the quarter.
  • Altus Wealth Group sold 704 State Street SPDR S&P Emerging Markets Dividend ETF shares in Q2 2021, an estimated $21K.
  • Altus Wealth Group first reported a position in State Street SPDR S&P Emerging Markets Dividend ETF in Q4 2020 and held it in 2 quarters.
  • Altus Wealth Group's State Street SPDR S&P Emerging Markets Dividend ETF position peaked at $24K in Q4 2020.
  • 83 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Dividend ETF as of Q2 2021.

Based on Altus Wealth Group's 13F filing for Q2 2021, filed 12 Aug 2021.