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

Creative Planning’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	$504K	Buy	12,309 +4,426	+56%	+$182K	﹤0.01%	3177
2026 Q1	$311K	Buy	7,883 +18	+0.2%	+$735	﹤0.01%	3402
2025 Q4	$308K	Buy	7,865 +292	+4%	+$11.3K	﹤0.01%	3221
2025 Q3	$294K	Sell	7,573 -714	-9%	-$27.7K	﹤0.01%	3161
2025 Q2	$316K	Buy	8,287 +700	+9%	+$25.9K	﹤0.01%	2855
2025 Q1	$271K	Buy	7,587 +1,162	+18%	+$41.5K	﹤0.01%	2845
2024 Q4	$227K	Buy	6,425 +9	+0.1%	+$325	﹤0.01%	2884
2024 Q3	$242K	Buy	+6,416	New	+$232K	﹤0.01%	2703
2017 Q3	–	Sell	-476	Closed	-$14K	–	2372
2017 Q2	$14K	Buy	+476	New	+$14.1K	﹤0.01%	3408
2017 Q1	–	Sell	-300	Closed	-$8K	–	4708
2016 Q4	$8K	Buy	+300	New	+$8.02K	﹤0.01%	3676
2015 Q2	–	Sell	-137	Closed	-$5K	–	1607
2015 Q1	$5K	Hold	137	–	–	﹤0.01%	3520
2014 Q4	$5K	Hold	137	–	–	﹤0.01%	3481
2014 Q3	$5K	Sell	137 -263	-66%	-$10.5K	﹤0.01%	3278
2014 Q2	$16K	Buy	+400	New	+$15.9K	﹤0.01%	2615

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

Creative Planning's EDIV Position: Q2 2026 in Review

Creative Planning increased its State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) stake by 56% in Q2 2026, buying an estimated $182K and bringing the position to 12,309 shares worth $504K. The position accounts for ﹤0.01% of the portfolio, ranked #3177.

Creative Planning first reported a position in EDIV in Q2 2014 and has held it in 14 quarters since. 215 funds tracked by Wall St. Rank hold EDIV as of Q2 2026.

Creative Planning held 12,309 shares of State Street SPDR S&P Emerging Markets Dividend ETF worth $504K as of Q2 2026.
Creative Planning bought 4,426 State Street SPDR S&P Emerging Markets Dividend ETF shares in Q2 2026, an estimated $182K.
State Street SPDR S&P Emerging Markets Dividend ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3177 holding.
Creative Planning first reported a position in State Street SPDR S&P Emerging Markets Dividend ETF in Q2 2014 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 Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.