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

EP Wealth Advisors’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
-3,061
Closed -$108K – 1310
2024
Q4 		$108K Buy
+3,061
New +$111K ﹤0.01% 1196

Other funds holding EDIV

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EP Wealth Advisors's EDIV Position: Q1 2025 in Review

EP Wealth Advisors sold out of State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) in Q1 2025, closing a stake of 3,061 shares — an estimated $108K sold.

EP Wealth Advisors first reported a position in EDIV in Q4 2024 and held it in 1 quarter. The position peaked at $108K in Q4 2024. 150 funds tracked by Wall St. Rank hold EDIV as of Q1 2025.

  • EP Wealth Advisors reported no remaining State Street SPDR S&P Emerging Markets Dividend ETF position as of Q1 2025 after selling out during the quarter.
  • EP Wealth Advisors sold 3,061 State Street SPDR S&P Emerging Markets Dividend ETF shares in Q1 2025, an estimated $108K.
  • EP Wealth Advisors first reported a position in State Street SPDR S&P Emerging Markets Dividend ETF in Q4 2024 and held it in 1 quarter.
  • EP Wealth Advisors's State Street SPDR S&P Emerging Markets Dividend ETF position peaked at $108K in Q4 2024.
  • 150 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Dividend ETF as of Q1 2025.

Based on EP Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.