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

Fiduciary 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
2020
Q1 		– Sell
-7,194
Closed -$220K – 47
2019
Q4 		$220K Buy
+7,194
New +$222K 0.2% 56

Other funds holding EDIV

BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fiduciary Planning's EDIV Position: Q1 2020 in Review

Fiduciary Planning sold out of State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) in Q1 2020, closing a stake of 7,194 shares — an estimated $220K sold.

Fiduciary Planning first reported a position in EDIV in Q4 2019 and held it in 1 quarter. The position peaked at $220K in Q4 2019. 81 funds tracked by Wall St. Rank hold EDIV as of Q1 2020.

  • Fiduciary Planning reported no remaining State Street SPDR S&P Emerging Markets Dividend ETF position as of Q1 2020 after selling out during the quarter.
  • Fiduciary Planning sold 7,194 State Street SPDR S&P Emerging Markets Dividend ETF shares in Q1 2020, an estimated $220K.
  • Fiduciary Planning first reported a position in State Street SPDR S&P Emerging Markets Dividend ETF in Q4 2019 and held it in 1 quarter.
  • Fiduciary Planning's State Street SPDR S&P Emerging Markets Dividend ETF position peaked at $220K in Q4 2019.
  • 81 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Dividend ETF as of Q1 2020.

Based on Fiduciary Planning's 13F filing for Q1 2020, filed 8 May 2020.