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

Norris 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
2024
Q4 		– Sell
-54,847
Closed -$2.07M – 84
2024
Q3 		$2.07M Buy
54,847
+1,846
+3% +$66.6K 1.02% 24
2024
Q2 		$1.87M Buy
53,001
+8,733
+20% +$302K 0.97% 29
2024
Q1 		$1.48M Buy
+44,268
New +$1.45M 0.81% 34

Other funds holding EDIV

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
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
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norris Financial Group's EDIV Position: Q4 2024 in Review

Norris Financial Group sold out of State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) in Q4 2024, closing a stake of 54,847 shares — an estimated $2.07M sold.

Norris Financial Group first reported a position in EDIV in Q1 2024 and held it in 3 quarters. The position peaked at $2.07M in Q3 2024. 146 funds tracked by Wall St. Rank hold EDIV as of Q4 2024.

  • Norris Financial Group reported no remaining State Street SPDR S&P Emerging Markets Dividend ETF position as of Q4 2024 after selling out during the quarter.
  • Norris Financial Group sold 54,847 State Street SPDR S&P Emerging Markets Dividend ETF shares in Q4 2024, an estimated $2.07M.
  • Norris Financial Group first reported a position in State Street SPDR S&P Emerging Markets Dividend ETF in Q1 2024 and held it in 3 quarters.
  • Norris Financial Group's State Street SPDR S&P Emerging Markets Dividend ETF position peaked at $2.07M in Q3 2024.
  • 146 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Dividend ETF as of Q4 2024.

Based on Norris Financial Group's 13F filing for Q4 2024, filed 20 May 2026.