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

Wealth Management Associates’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
2020 Q2	–	Sell	-18,700	Closed	-$415K	–	151
2020 Q1	$415K	Buy	18,700 +854	+5%	+$24.1K	0.42%	57
2019 Q4	$573K	Buy	17,846 +3,335	+23%	+$103K	0.41%	59
2019 Q3	$433K	Buy	14,511 +227	+2%	+$7.05K	0.35%	74
2019 Q2	$466K	Sell	14,284 -1,296	-8%	-$41.3K	0.46%	52
2019 Q1	$493K	Sell	15,580 -537	-3%	-$17K	0.54%	46
2018 Q4	$481K	Buy	+16,117	New	+$477K	0.65%	37

Other funds holding EDIV

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RVPG

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

Wealth Management Associates's EDIV Position: Q2 2020 in Review

Wealth Management Associates sold out of State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) in Q2 2020, closing a stake of 18,700 shares — an estimated $415K sold.

Wealth Management Associates first reported a position in EDIV in Q4 2018 and held it in 6 quarters. The position peaked at $573K in Q4 2019. 74 funds tracked by Wall St. Rank hold EDIV as of Q2 2020.

Wealth Management Associates reported no remaining State Street SPDR S&P Emerging Markets Dividend ETF position as of Q2 2020 after selling out during the quarter.
Wealth Management Associates sold 18,700 State Street SPDR S&P Emerging Markets Dividend ETF shares in Q2 2020, an estimated $415K.
Wealth Management Associates first reported a position in State Street SPDR S&P Emerging Markets Dividend ETF in Q4 2018 and held it in 6 quarters.
Wealth Management Associates's State Street SPDR S&P Emerging Markets Dividend ETF position peaked at $573K in Q4 2019.
74 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Dividend ETF as of Q2 2020.

Based on Wealth Management Associates's 13F filing for Q2 2020, filed 28 May 2025.