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

LifeWealth Investments’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	$226K	Sell	5,526 -285	-5%	-$11.7K	0.06%	126
2026 Q1	$229K	Sell	5,811 -3,451	-37%	-$141K	0.07%	132
2025 Q4	$363K	Sell	9,262 -233	-2%	-$9.04K	0.11%	104
2025 Q3	$369K	Buy	9,495 +178	+2%	+$6.9K	0.12%	100
2025 Q2	$355K	Sell	9,317 -847	-8%	-$31.3K	0.13%	102
2025 Q1	$363K	Buy	10,164 +2,928	+40%	+$105K	0.17%	92
2024 Q4	$255K	Buy	+7,236	New	+$261K	0.17%	128

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

LifeWealth Investments's EDIV Position: Q2 2026 in Review

LifeWealth Investments reduced its State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) stake by 4.9% in Q2 2026, selling an estimated $11.7K and leaving 5,526 shares worth $226K. The position accounts for 0.06% of the portfolio, ranked #126.

LifeWealth Investments first reported a position in EDIV in Q4 2024 and has held it in 7 quarters since. The position peaked at $369K in Q3 2025. 215 funds tracked by Wall St. Rank hold EDIV as of Q2 2026.

LifeWealth Investments held 5,526 shares of State Street SPDR S&P Emerging Markets Dividend ETF worth $226K as of Q2 2026.
LifeWealth Investments sold 285 State Street SPDR S&P Emerging Markets Dividend ETF shares in Q2 2026, an estimated $11.7K.
State Street SPDR S&P Emerging Markets Dividend ETF made up 0.06% of LifeWealth Investments's portfolio in Q2 2026, its #126 holding.
LifeWealth Investments first reported a position in State Street SPDR S&P Emerging Markets Dividend ETF in Q4 2024 and has held it in 7 quarters since.
LifeWealth Investments's State Street SPDR S&P Emerging Markets Dividend ETF position peaked at $369K in Q3 2025.
215 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Dividend ETF as of Q2 2026.

Based on LifeWealth Investments's 13F filing for Q2 2026, filed 16 Jul 2026.