TSWM
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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.16B AUM 23.26% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return