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

Stratos Wealth Partners’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 		$467K Buy
11,840
+60
+0.5% +$2.45K 0.01% 1090
2025
Q4 		$461K Buy
11,780
+386
+3% +$15K 0.01% 1080
2025
Q3 		$443K Sell
11,394
-282
-2% -$10.9K 0.01% 1074
2025
Q2 		$445K Buy
11,676
+165
+1% +$6.09K 0.01% 970
2025
Q1 		$411K Buy
11,511
+1,223
+12% +$43.7K 0.01% 961
2024
Q4 		$363K Buy
+10,288
New +$372K 0.01% 1061
2018
Q4 		– Sell
-836
Closed -$26K – 1247
2018
Q3 		$26K Buy
+836
New +$25.7K ﹤0.01% 1750
2018
Q2 		– Sell
-1,262
Closed -$45K – 1386
2018
Q1 		$45K Hold
1,262
– – ﹤0.01% 1630
2017
Q4 		$41K Buy
+1,262
New +$39K ﹤0.01% 1606

Other funds holding EDIV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
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