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

Slagle Financial’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
2024 Q2	–	Sell	-7,322	Closed	-$245K	–	113
2024 Q1	$245K	Sell	7,322 -9,232	-56%	-$303K	0.13%	94
2023 Q4	$269K	Buy	16,554 +7,968	+93%	+$242K	0.15%	89
2023 Q3	$256K	Sell	8,586 -515	-6%	-$15.5K	0.16%	97
2023 Q2	$259K	Buy	+9,101	New	+$250K	0.16%	105

Other funds holding EDIV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Slagle Financial's EDIV Position: Q2 2024 in Review

Slagle Financial sold out of State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) in Q2 2024, closing a stake of 7,322 shares — an estimated $245K sold.

Slagle Financial first reported a position in EDIV in Q2 2023 and held it in 4 quarters. The position peaked at $269K in Q4 2023. 124 funds tracked by Wall St. Rank hold EDIV as of Q2 2024.

Slagle Financial reported no remaining State Street SPDR S&P Emerging Markets Dividend ETF position as of Q2 2024 after selling out during the quarter.
Slagle Financial sold 7,322 State Street SPDR S&P Emerging Markets Dividend ETF shares in Q2 2024, an estimated $245K.
Slagle Financial first reported a position in State Street SPDR S&P Emerging Markets Dividend ETF in Q2 2023 and held it in 4 quarters.
Slagle Financial's State Street SPDR S&P Emerging Markets Dividend ETF position peaked at $269K in Q4 2023.
124 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Dividend ETF as of Q2 2024.

Based on Slagle Financial's 13F filing for Q2 2024, filed 24 Jul 2024.