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SC&H Financial Advisors’s State Street SPDR S&P Emerging Markets Dividend ETF EDIV Stock Holding History

SC&H Financial Advisors’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
2022
Q4 		– Sell
-15,802
Closed -$350K – 129
2022
Q3 		$350K Sell
15,802
-6,937
-31% -$173K 0.18% 95
2022
Q2 		$589K Buy
22,739
+1,268
+6% +$35K 0.27% 74
2022
Q1 		$627K Hold
21,471
– – 0.3% 68
2021
Q4 		$638K Buy
+21,471
New +$638K 0.35% 63

Other funds holding EDIV

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
SG
StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return
OPA
Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return

SC&H Financial Advisors's EDIV Position: Q4 2022 in Review

SC&H Financial Advisors sold out of State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) in Q4 2022, closing a stake of 15,802 shares — an estimated $350K sold.

SC&H Financial Advisors first reported a position in EDIV in Q4 2021 and held it in 4 quarters. The position peaked at $638K in Q4 2021. 70 funds tracked by Wall St. Rank hold EDIV as of Q4 2022.

  • SC&H Financial Advisors reported no remaining State Street SPDR S&P Emerging Markets Dividend ETF position as of Q4 2022 after selling out during the quarter.
  • SC&H Financial Advisors sold 15,802 State Street SPDR S&P Emerging Markets Dividend ETF shares in Q4 2022, an estimated $350K.
  • SC&H Financial Advisors first reported a position in State Street SPDR S&P Emerging Markets Dividend ETF in Q4 2021 and held it in 4 quarters.
  • SC&H Financial Advisors's State Street SPDR S&P Emerging Markets Dividend ETF position peaked at $638K in Q4 2021.
  • 70 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Dividend ETF as of Q4 2022.

Based on SC&H Financial Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.