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

SkyOak 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
2020
Q1 		– Sell
-10,702
Closed -$344K – 238
2019
Q4 		$344K Buy
+10,702
New +$331K 0.11% 213

Other funds holding EDIV

BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SkyOak Wealth's EDIV Position: Q1 2020 in Review

SkyOak Wealth sold out of State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) in Q1 2020, closing a stake of 10,702 shares — an estimated $344K sold.

SkyOak Wealth first reported a position in EDIV in Q4 2019 and held it in 1 quarter. The position peaked at $344K in Q4 2019. 81 funds tracked by Wall St. Rank hold EDIV as of Q1 2020.

  • SkyOak Wealth reported no remaining State Street SPDR S&P Emerging Markets Dividend ETF position as of Q1 2020 after selling out during the quarter.
  • SkyOak Wealth sold 10,702 State Street SPDR S&P Emerging Markets Dividend ETF shares in Q1 2020, an estimated $344K.
  • SkyOak Wealth first reported a position in State Street SPDR S&P Emerging Markets Dividend ETF in Q4 2019 and held it in 1 quarter.
  • SkyOak Wealth's State Street SPDR S&P Emerging Markets Dividend ETF position peaked at $344K in Q4 2019.
  • 81 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Dividend ETF as of Q1 2020.

Based on SkyOak Wealth's 13F filing for Q1 2020, filed 4 May 2020.