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

Harborview 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
2021 Q3	$1.45M	Buy	48,772 +2,005	+4%	+$59.8K	0.81%	27
2021 Q2	$1.4M	Sell	46,767 -922	-2%	-$28K	0.78%	27
2021 Q1	$1.43M	Buy	47,689 +2,626	+6%	+$76.4K	0.87%	26
2020 Q4	$1.25M	Buy	45,063 +1,387	+3%	+$36.1K	0.84%	28
2020 Q3	$1.06M	Buy	43,676 +322	+0.7%	+$8.16K	0.81%	28
2020 Q2	$1.07M	Sell	43,354 -2,526	-6%	-$61.4K	0.89%	26
2020 Q1	$1.02M	Buy	45,880 +9,495	+26%	+$268K	1.02%	18
2019 Q4	$1.17M	Buy	36,385 +147	+0.4%	+$4.54K	0.9%	20
2019 Q3	$1.08M	Buy	36,238 +1,080	+3%	+$33.5K	0.87%	20
2019 Q2	$1.15M	Sell	35,158 -695	-2%	-$22.1K	0.93%	19
2019 Q1	$1.13M	Buy	35,853 +2,520	+8%	+$79.8K	0.98%	19
2018 Q4	$995K	Buy	33,333 +5,546	+20%	+$164K	1.17%	17
2018 Q3	$854K	Buy	27,787 +8,607	+45%	+$265K	0.87%	24
2018 Q2	$587K	Sell	19,180 -1,291	-6%	-$43.2K	0.54%	36
2018 Q1	$726K	Buy	20,471 +805	+4%	+$28.3K	0.69%	33
2017 Q4	$646K	Buy	+19,666	New	+$608K	0.62%	35

Other funds holding EDIV

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Harborview Advisors's EDIV Position: Q3 2021 in Review

Harborview Advisors increased its State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) stake by 4.3% in Q3 2021, buying an estimated $59.8K and bringing the position to 48,772 shares worth $1.45M. The position accounts for 0.81% of the portfolio, ranked #27.

Harborview Advisors first reported a position in EDIV in Q4 2017 and has held it in 16 quarters since. 80 funds tracked by Wall St. Rank hold EDIV as of Q3 2021.

Harborview Advisors held 48,772 shares of State Street SPDR S&P Emerging Markets Dividend ETF worth $1.45M as of Q3 2021.
Harborview Advisors bought 2,005 State Street SPDR S&P Emerging Markets Dividend ETF shares in Q3 2021, an estimated $59.8K.
State Street SPDR S&P Emerging Markets Dividend ETF made up 0.81% of Harborview Advisors's portfolio in Q3 2021, its #27 holding.
Harborview Advisors first reported a position in State Street SPDR S&P Emerging Markets Dividend ETF in Q4 2017 and has held it in 16 quarters since.
80 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Dividend ETF as of Q3 2021.

Based on Harborview Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.