Concord Wealth Partners’s State Street SPDR S&P Emerging Markets Dividend ETF EDIV Stock Holding History

Concord Wealth Partners’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 Q4	–	Sell	-467	Closed	-$17.6K	–	942
2024 Q3	$17.6K	Buy	467 +7	+2%	+$253	﹤0.01%	492
2024 Q2	$16.2K	Buy	460 +6	+1%	+$208	﹤0.01%	457
2024 Q1	$15.2K	Buy	454 +2	+0.4%	+$66	﹤0.01%	523
2023 Q4	$14.7K	Buy	452 +1	+0.2%	+$30	﹤0.01%	521
2023 Q3	$13.4K	Buy	451 +13	+3%	+$392	﹤0.01%	571
2023 Q2	$12.5K	Buy	438 +5	+1%	+$138	﹤0.01%	577
2023 Q1	$11.3K	Buy	433 +1	+0.2%	+$26	﹤0.01%	577
2022 Q4	$10.4K	Buy	+432	New	+$9.96K	﹤0.01%	628
2022 Q3	–	Sell	-418	Closed	-$11K	–	417
2022 Q2	$11K	Buy	418 +6	+1%	+$166	﹤0.01%	667
2022 Q1	$12K	Buy	412 +1	+0.2%	+$30	﹤0.01%	726
2021 Q4	$12K	Buy	+411	New	+$12.2K	﹤0.01%	742

Other funds holding EDIV

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

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

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 Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Concord Wealth Partners's EDIV Position: Q4 2024 in Review

Concord Wealth Partners sold out of State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) in Q4 2024, closing a stake of 467 shares — an estimated $17.6K sold.

Concord Wealth Partners first reported a position in EDIV in Q4 2021 and held it in 11 quarters. The position peaked at $17.6K in Q3 2024. 146 funds tracked by Wall St. Rank hold EDIV as of Q4 2024.

Concord Wealth Partners reported no remaining State Street SPDR S&P Emerging Markets Dividend ETF position as of Q4 2024 after selling out during the quarter.
Concord Wealth Partners sold 467 State Street SPDR S&P Emerging Markets Dividend ETF shares in Q4 2024, an estimated $17.6K.
Concord Wealth Partners first reported a position in State Street SPDR S&P Emerging Markets Dividend ETF in Q4 2021 and held it in 11 quarters.
Concord Wealth Partners's State Street SPDR S&P Emerging Markets Dividend ETF position peaked at $17.6K in Q3 2024.
146 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Dividend ETF as of Q4 2024.

Based on Concord Wealth Partners's 13F filing for Q4 2024, filed 24 Jan 2025.