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Silver Oak Securities’s State Street SPDR S&P Emerging Markets Dividend ETF EDIV Stock Holding History

Silver Oak Securities’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
Q1 		$1.05M Buy
26,496
+1,621
+7% +$66.2K 0.08% 249
2025
Q4 		$978K Buy
24,875
+1,515
+6% +$58.8K 0.07% 290
2025
Q3 		$908K Buy
23,360
+1,109
+5% +$43K 0.07% 288
2025
Q2 		$848K Sell
22,251
-1,264
-5% -$46.7K 0.07% 288
2025
Q1 		$843K Buy
23,515
+561
+2% +$20.1K 0.08% 267
2024
Q4 		$811K Sell
22,954
-23,762
-51% -$858K 0.08% 276
2024
Q3 		$1.77M Sell
46,716
-1,622
-3% -$58.5K 0.19% 119
2024
Q2 		$1.71M Buy
+48,338
New +$1.67M 0.26% 88

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Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TC
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
CWM
Comprehensive Wealth Management Lynnwood, Washington $198M AUM 11.59% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return