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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
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
Wells Fargo
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Independent Financial Group's EDIV Position: Q2 2026 in Review

Independent Financial Group increased its State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) stake by 2% in Q2 2026, buying an estimated $9.32K and bringing the position to 11,328 shares worth $464K. The position accounts for 0.01% of the portfolio, ranked #1035.

Independent Financial Group first reported a position in EDIV in Q2 2025 and has held it in 5 quarters since. The position peaked at $467K in Q4 2025. 215 funds tracked by Wall St. Rank hold EDIV as of Q2 2026.

  • Independent Financial Group held 11,328 shares of State Street SPDR S&P Emerging Markets Dividend ETF worth $464K as of Q2 2026.
  • Independent Financial Group bought 227 State Street SPDR S&P Emerging Markets Dividend ETF shares in Q2 2026, an estimated $9.32K.
  • State Street SPDR S&P Emerging Markets Dividend ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1035 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 5 quarters since.
  • Independent Financial Group's State Street SPDR S&P Emerging Markets Dividend ETF position peaked at $467K in Q4 2025.
  • 215 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Dividend ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.