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

Valeo Financial Advisors’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
2021 Q2	–	Sell	-162	Closed	-$5K	–	867
2021 Q1	$5K	Hold	162	–	–	﹤0.01%	1549
2020 Q4	$4K	Buy	+162	New	+$4.22K	﹤0.01%	1403

Other funds holding EDIV

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Valeo Financial Advisors's EDIV Position: Q2 2021 in Review

Valeo Financial Advisors sold out of State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) in Q2 2021, closing a stake of 162 shares — an estimated $5K sold.

Valeo Financial Advisors first reported a position in EDIV in Q4 2020 and held it in 2 quarters. The position peaked at $5K in Q1 2021. 83 funds tracked by Wall St. Rank hold EDIV as of Q2 2021.

Valeo Financial Advisors reported no remaining State Street SPDR S&P Emerging Markets Dividend ETF position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 162 State Street SPDR S&P Emerging Markets Dividend ETF shares in Q2 2021, an estimated $5K.
Valeo Financial Advisors first reported a position in State Street SPDR S&P Emerging Markets Dividend ETF in Q4 2020 and held it in 2 quarters.
Valeo Financial Advisors's State Street SPDR S&P Emerging Markets Dividend ETF position peaked at $5K in Q1 2021.
83 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Dividend ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.