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

Connectus Wealth’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 		$1.49M Buy
44,348
+5,109
+13% +$167K 0.04% 213
2023
Q4 		$1.28M Buy
+39,239
New +$1.19M 0.03% 309

Other funds holding EDIV

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 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 $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Connectus Wealth's EDIV Position: Q1 2024 in Review

Connectus Wealth increased its State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) stake by 13% in Q1 2024, buying an estimated $167K and bringing the position to 44,348 shares worth $1.49M. The position accounts for 0.04% of the portfolio, ranked #213.

Connectus Wealth first reported a position in EDIV in Q4 2023 and has held it in 2 quarters since. 108 funds tracked by Wall St. Rank hold EDIV as of Q1 2024.

  • Connectus Wealth held 44,348 shares of State Street SPDR S&P Emerging Markets Dividend ETF worth $1.49M as of Q1 2024.
  • Connectus Wealth bought 5,109 State Street SPDR S&P Emerging Markets Dividend ETF shares in Q1 2024, an estimated $167K.
  • State Street SPDR S&P Emerging Markets Dividend ETF made up 0.04% of Connectus Wealth's portfolio in Q1 2024, its #213 holding.
  • Connectus Wealth first reported a position in State Street SPDR S&P Emerging Markets Dividend ETF in Q4 2023 and has held it in 2 quarters since.
  • 108 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Dividend ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.