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

Oxford 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
2021 Q2	–	Sell	-25	Closed	-$1K	–	230
2021 Q1	$1K	Sell	25 -75	-75%	-$2.18K	﹤0.01%	210
2020 Q4	$3K	Buy	+100	New	+$2.6K	﹤0.01%	205

Other funds holding EDIV

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Oxford Financial Group's EDIV Position: Q2 2021 in Review

Oxford Financial Group sold out of State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) in Q2 2021, closing a stake of 25 shares — an estimated $1K sold.

Oxford Financial Group first reported a position in EDIV in Q4 2020 and held it in 2 quarters. The position peaked at $3K in Q4 2020. 83 funds tracked by Wall St. Rank hold EDIV as of Q2 2021.

Oxford Financial Group reported no remaining State Street SPDR S&P Emerging Markets Dividend ETF position as of Q2 2021 after selling out during the quarter.
Oxford Financial Group sold 25 State Street SPDR S&P Emerging Markets Dividend ETF shares in Q2 2021, an estimated $1K.
Oxford Financial Group first reported a position in State Street SPDR S&P Emerging Markets Dividend ETF in Q4 2020 and held it in 2 quarters.
Oxford Financial Group's State Street SPDR S&P Emerging Markets Dividend ETF position peaked at $3K in Q4 2020.
83 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Dividend ETF as of Q2 2021.

Based on Oxford Financial Group's 13F filing for Q2 2021, filed 3 Aug 2021.