High Net Worth Advisory Group’s State Street SPDR S&P Emerging Markets Dividend ETF EDIV Stock Holding History

High Net Worth Advisory Group’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
2023 Q1	–	Sell	-195	Closed	-$4.67K	–	287
2022 Q4	$4.67K	Hold	195	–	–	﹤0.01%	541
2022 Q3	$4K	Hold	195	–	–	﹤0.01%	596
2022 Q2	$5K	Hold	195	–	–	﹤0.01%	581
2022 Q1	$6K	Hold	195	–	–	﹤0.01%	577
2021 Q4	$6K	Buy	+195	New	+$5.79K	﹤0.01%	580

Other funds holding EDIV

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RJFSA

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

OPA

Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

High Net Worth Advisory Group's EDIV Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) in Q1 2023, closing a stake of 195 shares — an estimated $4.67K sold.

High Net Worth Advisory Group first reported a position in EDIV in Q4 2021 and held it in 5 quarters. The position peaked at $6K in Q1 2022. 61 funds tracked by Wall St. Rank hold EDIV as of Q1 2023.

High Net Worth Advisory Group reported no remaining State Street SPDR S&P Emerging Markets Dividend ETF position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 195 State Street SPDR S&P Emerging Markets Dividend ETF shares in Q1 2023, an estimated $4.67K.
High Net Worth Advisory Group first reported a position in State Street SPDR S&P Emerging Markets Dividend ETF in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's State Street SPDR S&P Emerging Markets Dividend ETF position peaked at $6K in Q1 2022.
61 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Dividend ETF as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.