Anderson Financial Strategies’s State Street SPDR S&P Emerging Markets Dividend ETF EDIV Stock Holding History

Anderson Financial Strategies’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	$5.44M	Buy	132,401 +1,416	+1%	+$57.8K	2.99%	13
2025 Q4	$5.13M	Buy	130,985 +4,961	+4%	+$192K	2.98%	13
2025 Q3	$4.9M	Buy	126,024 +4,949	+4%	+$192K	2.9%	13
2025 Q2	$4.62M	Buy	121,075 +3,420	+3%	+$126K	2.95%	13
2025 Q1	$4.2M	Sell	117,655 -4,082	-3%	-$146K	2.57%	14
2024 Q4	$4.29M	Buy	+121,737	New	+$4.4M	2.59%	14

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

Anderson Financial Strategies's EDIV Position: Q1 2026 in Review

Anderson Financial Strategies increased its State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) stake by 1.1% in Q1 2026, buying an estimated $57.8K and bringing the position to 132,401 shares worth $5.44M. The position accounts for 2.99% of the portfolio, ranked #13.

Anderson Financial Strategies first reported a position in EDIV in Q4 2024 and has held it in 6 quarters since. 206 funds tracked by Wall St. Rank hold EDIV as of Q1 2026.

Anderson Financial Strategies held 132,401 shares of State Street SPDR S&P Emerging Markets Dividend ETF worth $5.44M as of Q1 2026.
Anderson Financial Strategies bought 1,416 State Street SPDR S&P Emerging Markets Dividend ETF shares in Q1 2026, an estimated $57.8K.
State Street SPDR S&P Emerging Markets Dividend ETF made up 2.99% of Anderson Financial Strategies's portfolio in Q1 2026, its #13 holding.
Anderson Financial Strategies first reported a position in State Street SPDR S&P Emerging Markets Dividend ETF in Q4 2024 and has held it in 6 quarters since.
206 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Dividend ETF as of Q1 2026.

Based on Anderson Financial Strategies's 13F filing for Q1 2026, filed 15 May 2026.