Keudell/Morrison Wealth Management’s State Street SPDR S&P Emerging Markets Dividend ETF EDIV Stock Holding History

Keudell/Morrison Wealth Management’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	$12.4M	Buy	303,249 +92,050	+44%	+$3.78M	2.35%	9
2026 Q1	$8.34M	Buy	+211,199	New	+$8.62M	1.71%	13

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

Keudell/Morrison Wealth Management's EDIV Position: Q2 2026 in Review

Keudell/Morrison Wealth Management increased its State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) stake by 44% in Q2 2026, buying an estimated $3.78M and bringing the position to 303,249 shares worth $12.4M. The position accounts for 2.35% of the portfolio, ranked #9.

Keudell/Morrison Wealth Management first reported a position in EDIV in Q1 2026 and has held it in 2 quarters since. 215 funds tracked by Wall St. Rank hold EDIV as of Q2 2026.

Keudell/Morrison Wealth Management held 303,249 shares of State Street SPDR S&P Emerging Markets Dividend ETF worth $12.4M as of Q2 2026.
Keudell/Morrison Wealth Management bought 92,050 State Street SPDR S&P Emerging Markets Dividend ETF shares in Q2 2026, an estimated $3.78M.
State Street SPDR S&P Emerging Markets Dividend ETF made up 2.35% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #9 holding.
Keudell/Morrison Wealth Management first reported a position in State Street SPDR S&P Emerging Markets Dividend ETF in Q1 2026 and has held it in 2 quarters since.
215 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Dividend ETF as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.