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

Westbourne Investments’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
2026 Q2	$233K	Sell	5,700 -500	-8%	-$20.5K	0.1%	133
2026 Q1	$245K	Buy	+6,200	New	+$253K	0.12%	125

Other funds holding EDIV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CWM

Comprehensive Wealth Management Lynnwood, Washington $219M AUM 16.39% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Westbourne Investments's EDIV Position: Q2 2026 in Review

Westbourne Investments reduced its State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) stake by 8.1% in Q2 2026, selling an estimated $20.5K and leaving 5,700 shares worth $233K. The position accounts for 0.1% of the portfolio, ranked #133.

Westbourne Investments first reported a position in EDIV in Q1 2026 and has held it in 2 quarters since. The position peaked at $245K in Q1 2026. 215 funds tracked by Wall St. Rank hold EDIV as of Q2 2026.

Westbourne Investments held 5,700 shares of State Street SPDR S&P Emerging Markets Dividend ETF worth $233K as of Q2 2026.
Westbourne Investments sold 500 State Street SPDR S&P Emerging Markets Dividend ETF shares in Q2 2026, an estimated $20.5K.
State Street SPDR S&P Emerging Markets Dividend ETF made up 0.1% of Westbourne Investments's portfolio in Q2 2026, its #133 holding.
Westbourne Investments first reported a position in State Street SPDR S&P Emerging Markets Dividend ETF in Q1 2026 and has held it in 2 quarters since.
Westbourne Investments's State Street SPDR S&P Emerging Markets Dividend ETF position peaked at $245K in Q1 2026.
215 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Dividend ETF as of Q2 2026.

Based on Westbourne Investments's 13F filing for Q2 2026, filed 11 Aug 2026.