WA
EDIV icon

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

Waverly 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
2024
Q2 		– Sell
-120
Closed -$4.02K – 807
2024
Q1 		$4.02K Buy
+120
New +$3.93K ﹤0.01% 694

Other funds holding EDIV

Morgan Stanley
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Waverly Advisors's EDIV Position: Q2 2024 in Review

Waverly Advisors sold out of State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) in Q2 2024, closing a stake of 120 shares — an estimated $4.02K sold.

Waverly Advisors first reported a position in EDIV in Q1 2024 and held it in 1 quarter. The position peaked at $4.02K in Q1 2024. 124 funds tracked by Wall St. Rank hold EDIV as of Q2 2024.

  • Waverly Advisors reported no remaining State Street SPDR S&P Emerging Markets Dividend ETF position as of Q2 2024 after selling out during the quarter.
  • Waverly Advisors sold 120 State Street SPDR S&P Emerging Markets Dividend ETF shares in Q2 2024, an estimated $4.02K.
  • Waverly Advisors first reported a position in State Street SPDR S&P Emerging Markets Dividend ETF in Q1 2024 and held it in 1 quarter.
  • Waverly Advisors's State Street SPDR S&P Emerging Markets Dividend ETF position peaked at $4.02K in Q1 2024.
  • 124 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Dividend ETF as of Q2 2024.

Based on Waverly Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.