Tyler-Stone Wealth Management’s State Street SPDR S&P Emerging Markets Dividend ETF EDIV Stock Holding History

Tyler-Stone Wealth Management’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	-514	Closed	-$17.2K	–	994
2024 Q1	$17.2K	Buy	514 +3	+0.6%	+$98	0.01%	550
2023 Q4	$16.6K	Sell	511 -106	-17%	-$3.22K	0.01%	541
2023 Q3	$18K	Buy	617 +18	+3%	+$543	0.01%	495
2023 Q2	$17K	Buy	+599	New	+$16.5K	0.01%	506
2022 Q4	$22K	Buy	930 +2	+0.2%	+$46	0.02%	433
2022 Q3	$21K	Buy	928 +26	+3%	+$650	0.02%	426
2022 Q2	$23K	Buy	902 +14	+2%	+$386	0.02%	426
2022 Q1	$26K	Buy	888 +1	+0.1%	+$30	0.01%	432
2021 Q4	$26K	Buy	+887	New	+$26.4K	0.01%	459

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

Tyler-Stone Wealth Management's EDIV Position: Q2 2024 in Review

Tyler-Stone Wealth Management sold out of State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) in Q2 2024, closing a stake of 514 shares — an estimated $17.2K sold.

Tyler-Stone Wealth Management first reported a position in EDIV in Q4 2021 and held it in 9 quarters. The position peaked at $26K in Q1 2022. 124 funds tracked by Wall St. Rank hold EDIV as of Q2 2024.

Tyler-Stone Wealth Management reported no remaining State Street SPDR S&P Emerging Markets Dividend ETF position as of Q2 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 514 State Street SPDR S&P Emerging Markets Dividend ETF shares in Q2 2024, an estimated $17.2K.
Tyler-Stone Wealth Management first reported a position in State Street SPDR S&P Emerging Markets Dividend ETF in Q4 2021 and held it in 9 quarters.
Tyler-Stone Wealth Management's State Street SPDR S&P Emerging Markets Dividend ETF position peaked at $26K in Q1 2022.
124 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Dividend ETF as of Q2 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.