BFC Planning, Inc.’s State Street SPDR S&P Emerging Markets Dividend ETF EDIV Stock Holding History

BFC Planning, Inc.’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 Q3	$12.1K	Hold	302	–	–	﹤0.01%	2278
2026 Q2	$12.4K	Hold	302	–	–	﹤0.01%	2259
2026 Q1	$11.9K	Hold	302	–	–	﹤0.01%	1960
2025 Q4	$11.8K	Hold	302	–	–	﹤0.01%	1994
2025 Q3	$11.7K	Hold	302	–	–	﹤0.01%	1837
2025 Q2	$11.5K	Hold	302	–	–	﹤0.01%	1731
2025 Q1	$10.8K	Hold	302	–	–	﹤0.01%	1735
2024 Q4	$10.7K	Hold	302	–	–	﹤0.01%	1740
2024 Q3	$11.4K	Buy	+302	New	+$10.9K	﹤0.01%	1689

Other funds holding EDIV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Comprehensive Wealth Management Lynnwood, Washington $221M AUM 9.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

KMWM

Keudell/Morrison Wealth Management Salem, Oregon $562M AUM 21.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Plan Group Financial Oklahoma City, Oklahoma $510M AUM 17.41% 1-Year Est. Return

BFC Planning, Inc.'s EDIV Position: Q3 2026 in Review

BFC Planning, Inc. held its State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) position steady in Q3 2026 at 302 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2278.

BFC Planning, Inc. first reported a position in EDIV in Q3 2024 and has held it in 9 quarters since. The position peaked at $12.4K in Q2 2026. 193 funds tracked by Wall St. Rank hold EDIV as of Q3 2026.

BFC Planning, Inc. held 302 shares of State Street SPDR S&P Emerging Markets Dividend ETF worth $12.1K as of Q3 2026.
BFC Planning, Inc. left its State Street SPDR S&P Emerging Markets Dividend ETF share count unchanged in Q3 2026.
State Street SPDR S&P Emerging Markets Dividend ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q3 2026, its #2278 holding.
BFC Planning, Inc. first reported a position in State Street SPDR S&P Emerging Markets Dividend ETF in Q3 2024 and has held it in 9 quarters since.
BFC Planning, Inc.'s State Street SPDR S&P Emerging Markets Dividend ETF position peaked at $12.4K in Q2 2026.
193 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Dividend ETF as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.