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

Coastwise Capital 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
2025
Q1 		– Sell
-5,756
Closed -$203K – 125
2024
Q4 		$203K Buy
5,756
+15
+0.3% +$542 0.16% 118
2024
Q3 		$216K Buy
5,741
+51
+0.9% +$1.84K 0.18% 119
2024
Q2 		$201K Buy
+5,690
New +$197K 0.19% 113

Other funds holding EDIV

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Coastwise Capital Group's EDIV Position: Q1 2025 in Review

Coastwise Capital Group sold out of State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) in Q1 2025, closing a stake of 5,756 shares — an estimated $203K sold.

Coastwise Capital Group first reported a position in EDIV in Q2 2024 and held it in 3 quarters. The position peaked at $216K in Q3 2024. 150 funds tracked by Wall St. Rank hold EDIV as of Q1 2025.

  • Coastwise Capital Group reported no remaining State Street SPDR S&P Emerging Markets Dividend ETF position as of Q1 2025 after selling out during the quarter.
  • Coastwise Capital Group sold 5,756 State Street SPDR S&P Emerging Markets Dividend ETF shares in Q1 2025, an estimated $203K.
  • Coastwise Capital Group first reported a position in State Street SPDR S&P Emerging Markets Dividend ETF in Q2 2024 and held it in 3 quarters.
  • Coastwise Capital Group's State Street SPDR S&P Emerging Markets Dividend ETF position peaked at $216K in Q3 2024.
  • 150 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Dividend ETF as of Q1 2025.

Based on Coastwise Capital Group's 13F filing for Q1 2025, filed 5 May 2025.