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

Simplicity Wealth’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	$547K	Sell	13,847 -1,889	-12%	-$77.1K	0.03%	437
2025 Q4	$616K	Sell	15,736 -257	-2%	-$9.97K	0.04%	380
2025 Q3	$621K	Buy	+15,993	New	+$620K	0.04%	395
2025 Q2	–	Sell	-17,158	Closed	-$613K	–	614
2025 Q1	$613K	Buy	+17,158	New	+$613K	0.05%	310
2024 Q4	–	Sell	-6,953	Closed	-$262K	–	393
2024 Q3	$262K	Buy	+6,953	New	+$251K	0.02%	409
2023 Q1	–	Sell	-11,106	Closed	-$267K	–	72
2022 Q4	$267K	Buy	+11,106	New	+$256K	0.24%	56

Other funds holding EDIV

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B 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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Simplicity Wealth's EDIV Position: Q1 2026 in Review

Simplicity Wealth reduced its State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) stake by 12% in Q1 2026, selling an estimated $77.1K and leaving 13,847 shares worth $547K. The position accounts for 0.03% of the portfolio, ranked #437.

Simplicity Wealth first reported a position in EDIV in Q4 2022 and has held it in 6 quarters since. The position peaked at $621K in Q3 2025. 206 funds tracked by Wall St. Rank hold EDIV as of Q1 2026.

Simplicity Wealth held 13,847 shares of State Street SPDR S&P Emerging Markets Dividend ETF worth $547K as of Q1 2026.
Simplicity Wealth sold 1,889 State Street SPDR S&P Emerging Markets Dividend ETF shares in Q1 2026, an estimated $77.1K.
State Street SPDR S&P Emerging Markets Dividend ETF made up 0.03% of Simplicity Wealth's portfolio in Q1 2026, its #437 holding.
Simplicity Wealth first reported a position in State Street SPDR S&P Emerging Markets Dividend ETF in Q4 2022 and has held it in 6 quarters since.
Simplicity Wealth's State Street SPDR S&P Emerging Markets Dividend ETF position peaked at $621K in Q3 2025.
206 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Dividend ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.