Independent Advisor Alliance’s State Street SPDR S&P Emerging Markets Dividend ETF EDIV Stock Holding History

Independent Advisor Alliance’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 Q2	–	Sell	-32,687	Closed	-$1.29M	–	1177
2026 Q1	$1.29M	Buy	+32,687	New	+$1.33M	0.01%	710
2025 Q1	–	Sell	-9,339	Closed	-$329K	–	932
2024 Q4	$329K	Buy	+9,339	New	+$337K	﹤0.01%	1097

Other funds holding EDIV

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

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

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

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

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

CWM

Comprehensive Wealth Management Lynnwood, Washington $219M AUM 16.39% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Independent Advisor Alliance's EDIV Position: Q2 2026 in Review

Independent Advisor Alliance sold out of State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) in Q2 2026, closing a stake of 32,687 shares — an estimated $1.29M sold.

Independent Advisor Alliance first reported a position in EDIV in Q4 2024 and held it in 2 quarters. The position peaked at $1.29M in Q1 2026. 215 funds tracked by Wall St. Rank hold EDIV as of Q2 2026.

Independent Advisor Alliance reported no remaining State Street SPDR S&P Emerging Markets Dividend ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 32,687 State Street SPDR S&P Emerging Markets Dividend ETF shares in Q2 2026, an estimated $1.29M.
Independent Advisor Alliance first reported a position in State Street SPDR S&P Emerging Markets Dividend ETF in Q4 2024 and held it in 2 quarters.
Independent Advisor Alliance's State Street SPDR S&P Emerging Markets Dividend ETF position peaked at $1.29M in Q1 2026.
215 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Dividend ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.