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Clear Point Advisors’s State Street SPDR S&P Emerging Markets Dividend ETF EDIV Stock Holding History

Clear Point Advisors’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
2024
Q1 		– Sell
-2,504
Closed -$81.4K – 578
2023
Q4 		$81.4K Buy
+2,504
New +$76K 0.07% 150

Other funds holding EDIV

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Clear Point Advisors's EDIV Position: Q1 2024 in Review

Clear Point Advisors sold out of State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) in Q1 2024, closing a stake of 2,504 shares — an estimated $81.4K sold.

Clear Point Advisors first reported a position in EDIV in Q4 2023 and held it in 1 quarter. The position peaked at $81.4K in Q4 2023. 108 funds tracked by Wall St. Rank hold EDIV as of Q1 2024.

  • Clear Point Advisors reported no remaining State Street SPDR S&P Emerging Markets Dividend ETF position as of Q1 2024 after selling out during the quarter.
  • Clear Point Advisors sold 2,504 State Street SPDR S&P Emerging Markets Dividend ETF shares in Q1 2024, an estimated $81.4K.
  • Clear Point Advisors first reported a position in State Street SPDR S&P Emerging Markets Dividend ETF in Q4 2023 and held it in 1 quarter.
  • Clear Point Advisors's State Street SPDR S&P Emerging Markets Dividend ETF position peaked at $81.4K in Q4 2023.
  • 108 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Dividend ETF as of Q1 2024.

Based on Clear Point Advisors's 13F filing for Q1 2024, filed 16 May 2024.