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

Empirical Wealth Management’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	$203K	Buy	+4,947	New	+$203K	﹤0.01%	1016
2026 Q1	–	Sell	-6,524	Closed	-$255K	–	1010
2025 Q4	$255K	Buy	+6,524	New	+$253K	﹤0.01%	757
2024 Q4	–	Sell	-5,403	Closed	-$204K	–	618
2024 Q3	$204K	Buy	+5,403	New	+$195K	0.01%	544
2024 Q1	–	Sell	-6,378	Closed	-$207K	–	538
2023 Q4	$207K	Sell	6,378 -794	-11%	-$24.1K	0.01%	469
2023 Q3	$214K	Sell	7,172 -120	-2%	-$3.62K	0.01%	437
2023 Q2	$207K	Buy	+7,292	New	+$201K	0.01%	437
2022 Q4	–	Sell	-16,954	Closed	-$375K	–	464
2022 Q3	$375K	Sell	16,954 -111	-0.7%	-$2.77K	0.02%	341
2022 Q2	$442K	Buy	+17,065	New	+$471K	0.02%	319
2021 Q3	–	Sell	-11,977	Closed	-$359K	–	462
2021 Q2	$359K	Buy	11,977 +2,337	+24%	+$71K	0.02%	346
2021 Q1	$289K	Buy	+9,640	New	+$281K	0.02%	330
2020 Q2	–	Sell	-9,987	Closed	-$222K	–	337
2020 Q1	$222K	Buy	+9,987	New	+$282K	0.02%	288

Other funds holding EDIV

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

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Drake & Associates Waukesha, Wisconsin $594M AUM 16.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KMWM

Keudell/Morrison Wealth Management Salem, Oregon $529M AUM

swisspartners Advisors Zurich, Switzerland $148M AUM 36.75% 1-Year Est. Return

BDFN

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

PGF

Plan Group Financial Oklahoma City, Oklahoma $486M AUM 23.53% 1-Year Est. Return

Empirical Wealth Management's EDIV Position: Q2 2026 in Review

Empirical Wealth Management opened a new position in State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) in Q2 2026: 4,947 shares worth $203K. The stake represents ﹤0.01% of the portfolio and ranks #1016 among its holdings. This is a return to the name: Empirical Wealth Management previously reported a position in EDIV as recently as Q4 2025.

Empirical Wealth Management first reported a position in EDIV in Q1 2020 and has held it in 11 quarters since. The position peaked at $442K in Q2 2022. 147 funds tracked by Wall St. Rank hold EDIV as of Q2 2026.

Empirical Wealth Management held 4,947 shares of State Street SPDR S&P Emerging Markets Dividend ETF worth $203K as of Q2 2026.
State Street SPDR S&P Emerging Markets Dividend ETF was a new Empirical Wealth Management position in Q2 2026.
State Street SPDR S&P Emerging Markets Dividend ETF made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #1016 holding.
Empirical Wealth Management first reported a position in State Street SPDR S&P Emerging Markets Dividend ETF in Q1 2020 and has held it in 11 quarters since.
Empirical Wealth Management's State Street SPDR S&P Emerging Markets Dividend ETF position peaked at $442K in Q2 2022.
147 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Dividend ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.