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

Montgomery Financial Services’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	$7.62K	Buy	+186	New	+$7.64K	0.01%	196

Other funds holding EDIV

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Montgomery Financial Services's EDIV Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) in Q2 2026: 186 shares worth $7.62K. The stake represents 0.01% of the portfolio and ranks #196 among its holdings.

208 funds tracked by Wall St. Rank hold EDIV as of Q2 2026.

Montgomery Financial Services held 186 shares of State Street SPDR S&P Emerging Markets Dividend ETF worth $7.62K as of Q2 2026.
State Street SPDR S&P Emerging Markets Dividend ETF was a new Montgomery Financial Services position in Q2 2026.
State Street SPDR S&P Emerging Markets Dividend ETF made up 0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #196 holding.
208 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Dividend ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.