Atria Investments’s State Street SPDR S&P Emerging Markets Dividend ETF EDIV Stock Holding History

Atria Investments’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	$2.36M	Buy	57,615 +2,913	+5%	+$120K	0.02%	678
2026 Q1	$2.16M	Sell	54,702 -1,771	-3%	-$72.3K	0.02%	674
2025 Q4	$2.21M	Buy	56,473 +21	+0%	+$815	0.03%	687
2025 Q3	$2.19M	Buy	56,452 +4,449	+9%	+$172K	0.03%	685
2025 Q2	$1.98M	Buy	52,003 +1,170	+2%	+$43.2K	0.02%	732
2025 Q1	$1.81M	Sell	50,833 -2,201	-4%	-$78.7K	0.02%	747
2024 Q4	$1.87M	Buy	53,034 +4,922	+10%	+$178K	0.02%	704
2024 Q3	$1.81M	Sell	48,112 -860	-2%	-$31K	0.02%	698
2024 Q2	$1.73M	Buy	+48,972	New	+$1.69M	0.02%	701
2019 Q1	–	Sell	-72,422	Closed	-$2.16M	–	956
2018 Q4	$2.16M	Buy	+72,422	New	+$2.14M	0.1%	168
2017 Q2	–	Sell	-18,413	Closed	-$541K	–	760
2017 Q1	$541K	Sell	18,413 -7,892	-30%	-$228K	0.04%	378
2016 Q4	$696K	Sell	26,305 -1,109	-4%	-$29.7K	0.05%	284
2016 Q3	$759K	Buy	27,414 +548	+2%	+$15.5K	0.07%	239
2016 Q2	$718K	Buy	+26,866	New	+$701K	0.08%	198

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

Atria Investments's EDIV Position: Q2 2026 in Review

Atria Investments increased its State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) stake by 5.3% in Q2 2026, buying an estimated $120K and bringing the position to 57,615 shares worth $2.36M. The position accounts for 0.02% of the portfolio, ranked #678.

Atria Investments first reported a position in EDIV in Q2 2016 and has held it in 14 quarters since. 215 funds tracked by Wall St. Rank hold EDIV as of Q2 2026.

Atria Investments held 57,615 shares of State Street SPDR S&P Emerging Markets Dividend ETF worth $2.36M as of Q2 2026.
Atria Investments bought 2,913 State Street SPDR S&P Emerging Markets Dividend ETF shares in Q2 2026, an estimated $120K.
State Street SPDR S&P Emerging Markets Dividend ETF made up 0.02% of Atria Investments's portfolio in Q2 2026, its #678 holding.
Atria Investments first reported a position in State Street SPDR S&P Emerging Markets Dividend ETF in Q2 2016 and has held it in 14 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 Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.