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 Q2	$5.82M	Buy	138,195 +5,794	+4%	+$238K	3.02%	13
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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

CWM

Comprehensive Wealth Management Lynnwood, Washington $219M AUM 16.39% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Anderson Financial Strategies's EDIV Position: Q2 2026 in Review

Anderson Financial Strategies increased its State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) stake by 4.4% in Q2 2026, buying an estimated $238K and bringing the position to 138,195 shares worth $5.82M. The position accounts for 3.02% of the portfolio, ranked #13.

Anderson Financial Strategies first reported a position in EDIV in Q4 2024 and has held it in 7 quarters since. 215 funds tracked by Wall St. Rank hold EDIV as of Q2 2026.

Anderson Financial Strategies held 138,195 shares of State Street SPDR S&P Emerging Markets Dividend ETF worth $5.82M as of Q2 2026.
Anderson Financial Strategies bought 5,794 State Street SPDR S&P Emerging Markets Dividend ETF shares in Q2 2026, an estimated $238K.
State Street SPDR S&P Emerging Markets Dividend ETF made up 3.02% of Anderson Financial Strategies's portfolio in Q2 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 7 quarters since.
215 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Dividend ETF as of Q2 2026.

Based on Anderson Financial Strategies's 13F filing for Q2 2026, filed 20 Aug 2026.