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

Park Square 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
2025 Q3	–	Sell	-3,413	Closed	-$130K	–	450
2025 Q2	$130K	Sell	3,413 -1,363	-29%	-$50.3K	0.09%	161
2025 Q1	$171K	Sell	4,776 -23	-0.5%	-$822	0.14%	104
2024 Q4	$169K	Buy	+4,799	New	+$173K	0.12%	112

Other funds holding EDIV

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Park Square Financial Group's EDIV Position: Q3 2025 in Review

Park Square Financial Group sold out of State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) in Q3 2025, closing a stake of 3,413 shares — an estimated $130K sold.

Park Square Financial Group first reported a position in EDIV in Q4 2024 and held it in 3 quarters. The position peaked at $171K in Q1 2025. 168 funds tracked by Wall St. Rank hold EDIV as of Q3 2025.

Park Square Financial Group reported no remaining State Street SPDR S&P Emerging Markets Dividend ETF position as of Q3 2025 after selling out during the quarter.
Park Square Financial Group sold 3,413 State Street SPDR S&P Emerging Markets Dividend ETF shares in Q3 2025, an estimated $130K.
Park Square Financial Group first reported a position in State Street SPDR S&P Emerging Markets Dividend ETF in Q4 2024 and held it in 3 quarters.
Park Square Financial Group's State Street SPDR S&P Emerging Markets Dividend ETF position peaked at $171K in Q1 2025.
168 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Dividend ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.