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

Independent Financial 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
2026
Q3 		$483K Buy
12,019
+691
+6% +$28.8K 0.01% 1030
2026
Q2 		$464K Buy
11,328
+227
+2% +$9.32K 0.01% 1035
2026
Q1 		$438K Sell
11,101
-829
-7% -$33.8K 0.01% 995
2025
Q4 		$467K Buy
11,930
+396
+3% +$15.4K 0.01% 937
2025
Q3 		$448K Buy
11,534
+142
+1% +$5.5K 0.01% 905
2025
Q2 		$434K Buy
+11,392
New +$421K 0.01% 839

Other funds holding EDIV

TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $455M AUM 13.63% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
RBWA
RFG - Bristol Wealth Advisors Taunton, Massachusetts $420M AUM 17.18% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $168M AUM 5.92% 1-Year Est. Return

Independent Financial Group's EDIV Position: Q3 2026 in Review

Independent Financial Group increased its State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) stake by 6.1% in Q3 2026, buying an estimated $28.8K and bringing the position to 12,019 shares worth $483K. The position accounts for 0.01% of the portfolio, ranked #1030.

Independent Financial Group first reported a position in EDIV in Q2 2025 and has held it in 6 quarters since. 16 funds tracked by Wall St. Rank hold EDIV as of Q3 2026.

  • Independent Financial Group held 12,019 shares of State Street SPDR S&P Emerging Markets Dividend ETF worth $483K as of Q3 2026.
  • Independent Financial Group bought 691 State Street SPDR S&P Emerging Markets Dividend ETF shares in Q3 2026, an estimated $28.8K.
  • State Street SPDR S&P Emerging Markets Dividend ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1030 holding.
  • Independent Financial Group first reported a position in State Street SPDR S&P Emerging Markets Dividend ETF in Q2 2025 and has held it in 6 quarters since.
  • 16 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Dividend ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.