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

Global Wealth Management Investment Advisory’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
2024
Q1 		– Sell
-93
Closed -$3.02K – 227
2023
Q4 		$3.02K Sell
93
-14
-13% -$425 ﹤0.01% 372
2023
Q3 		$3.19K Hold
107
– – ﹤0.01% 352
2023
Q2 		$3.04K Buy
+107
New +$2.94K ﹤0.01% 367
2022
Q3 		– Sell
-178
Closed -$5K – 239
2022
Q2 		$5K Sell
178
-466
-72% -$12.9K ﹤0.01% 335
2022
Q1 		$19K Sell
644
-638
-50% -$19.1K 0.01% 260
2021
Q4 		$38K Sell
1,282
-957
-43% -$28.4K 0.01% 208
2021
Q3 		$66K Sell
2,239
-2
-0.1% -$60 0.02% 191
2021
Q2 		$67K Sell
2,241
-9
-0.4% -$273 0.02% 185
2021
Q1 		$68K Sell
2,250
-422
-16% -$12.3K 0.02% 182
2020
Q4 		$74K Buy
2,672
+108
+4% +$2.81K 0.03% 171
2020
Q3 		$62K Sell
2,564
-563
-18% -$14.3K 0.03% 164
2020
Q2 		$77K Buy
3,127
+64
+2% +$1.56K 0.03% 161
2020
Q1 		$68K Sell
3,063
-14
-0.5% -$396 0.03% 154
2019
Q4 		$99K Sell
3,077
-4
-0.1% -$124 0.04% 146
2019
Q3 		$92K Sell
3,081
-192
-6% -$5.96K 0.04% 139
2019
Q2 		$107K Buy
3,273
+451
+16% +$14.4K 0.05% 133
2019
Q1 		$89K Sell
2,822
-373
-12% -$11.8K 0.05% 168
2018
Q4 		$95K Buy
+3,195
New +$94.6K 0.06% 180

Other funds holding EDIV

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Global Wealth Management Investment Advisory's EDIV Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) in Q1 2024, closing a stake of 93 shares — an estimated $3.02K sold.

Global Wealth Management Investment Advisory first reported a position in EDIV in Q4 2018 and held it in 18 quarters. The position peaked at $107K in Q2 2019. 108 funds tracked by Wall St. Rank hold EDIV as of Q1 2024.

  • Global Wealth Management Investment Advisory reported no remaining State Street SPDR S&P Emerging Markets Dividend ETF position as of Q1 2024 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 93 State Street SPDR S&P Emerging Markets Dividend ETF shares in Q1 2024, an estimated $3.02K.
  • Global Wealth Management Investment Advisory first reported a position in State Street SPDR S&P Emerging Markets Dividend ETF in Q4 2018 and held it in 18 quarters.
  • Global Wealth Management Investment Advisory's State Street SPDR S&P Emerging Markets Dividend ETF position peaked at $107K in Q2 2019.
  • 108 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Dividend ETF as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.