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

Insight 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
2025 Q1	–	Sell	-9,057	Closed	-$320K	–	289
2024 Q4	$320K	Sell	9,057 -8,333	-48%	-$301K	0.05%	210
2024 Q3	$655K	Sell	17,390 -7,609	-30%	-$275K	0.11%	127
2024 Q2	$882K	Sell	24,999 -13,656	-35%	-$472K	0.16%	99
2024 Q1	$1.3M	Sell	38,655 -19,268	-33%	-$632K	0.25%	69
2023 Q4	$1.88M	Buy	57,923 +26,453	+84%	+$803K	0.4%	39
2023 Q3	$937K	Buy	+31,470	New	+$949K	0.21%	84

Other funds holding EDIV

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

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

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

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

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

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

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

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

Insight Advisors's EDIV Position: Q1 2025 in Review

Insight Advisors sold out of State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) in Q1 2025, closing a stake of 9,057 shares — an estimated $320K sold.

Insight Advisors first reported a position in EDIV in Q3 2023 and held it in 6 quarters. The position peaked at $1.88M in Q4 2023. 150 funds tracked by Wall St. Rank hold EDIV as of Q1 2025.

Insight Advisors reported no remaining State Street SPDR S&P Emerging Markets Dividend ETF position as of Q1 2025 after selling out during the quarter.
Insight Advisors sold 9,057 State Street SPDR S&P Emerging Markets Dividend ETF shares in Q1 2025, an estimated $320K.
Insight Advisors first reported a position in State Street SPDR S&P Emerging Markets Dividend ETF in Q3 2023 and held it in 6 quarters.
Insight Advisors's State Street SPDR S&P Emerging Markets Dividend ETF position peaked at $1.88M in Q4 2023.
150 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Dividend ETF as of Q1 2025.

Based on Insight Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.