Partners Wealth Management’s State Street SPDR S&P Emerging Markets Dividend ETF EDIV Stock Holding History

Partners Wealth Management’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 Q3	–	Sell	-4,990	Closed	-$204K	–	480
2026 Q2	$204K	Sell	4,990 -94	-2%	-$3.86K	0.2%	103
2026 Q1	$201K	Buy	+5,084	New	+$208K	0.21%	107

Other funds holding EDIV

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Comprehensive Wealth Management Lynnwood, Washington $221M AUM 9.22% 1-Year Est. Return

KMWM

Keudell/Morrison Wealth Management Salem, Oregon $562M AUM 21.01% 1-Year Est. Return

Plan Group Financial Oklahoma City, Oklahoma $510M AUM 17.41% 1-Year Est. Return

swisspartners Advisors Zurich, Switzerland $151M AUM 27.97% 1-Year Est. Return

Bond & Devick Financial Network St. Louis Park, Minnesota $414M AUM 11.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Partners Wealth Management's EDIV Position: Q3 2026 in Review

Partners Wealth Management sold out of State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) in Q3 2026, closing a stake of 4,990 shares — an estimated $204K sold.

Partners Wealth Management first reported a position in EDIV in Q1 2026 and held it in 2 quarters. The position peaked at $204K in Q2 2026. 128 funds tracked by Wall St. Rank hold EDIV as of Q3 2026.

Partners Wealth Management reported no remaining State Street SPDR S&P Emerging Markets Dividend ETF position as of Q3 2026 after selling out during the quarter.
Partners Wealth Management sold 4,990 State Street SPDR S&P Emerging Markets Dividend ETF shares in Q3 2026, an estimated $204K.
Partners Wealth Management first reported a position in State Street SPDR S&P Emerging Markets Dividend ETF in Q1 2026 and held it in 2 quarters.
Partners Wealth Management's State Street SPDR S&P Emerging Markets Dividend ETF position peaked at $204K in Q2 2026.
128 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Dividend ETF as of Q3 2026.

Based on Partners Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.