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

Westside Investment 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
2023 Q3	–	Sell	-148	Closed	-$4.21K	–	849
2023 Q2	$4.21K	Sell	148 -148	-50%	-$4.07K	﹤0.01%	715
2023 Q1	$7.75K	Hold	296	–	–	﹤0.01%	632
2022 Q4	$7	Hold	296	–	–	﹤0.01%	649
2022 Q3	$6	Sell	296 -500	-63%	-$12.5K	﹤0.01%	666
2022 Q2	$20	Hold	796	–	–	﹤0.01%	508
2022 Q1	$23	Hold	796	–	–	﹤0.01%	501
2021 Q4	$23	Hold	796	–	–	﹤0.01%	480
2021 Q3	$23	Hold	796	–	–	﹤0.01%	470
2021 Q2	$23	Hold	796	–	–	﹤0.01%	462
2021 Q1	$23	Hold	796	–	–	﹤0.01%	447
2020 Q4	$22	Hold	796	–	–	﹤0.01%	418
2020 Q3	$19	Buy	796 +200	+34%	+$5.07K	﹤0.01%	431
2020 Q2	$14	Hold	596	–	–	﹤0.01%	444
2020 Q1	$13	Buy	+596	New	+$16.9K	﹤0.01%	432
2019 Q2	$9K	Buy	+296	New	+$9.42K	﹤0.01%	477
2018 Q4	$8.84K	Buy	+296	New	+$8.76K	﹤0.01%	495
2018 Q3	–	Sell	-296	Closed	-$9.04K	–	739
2018 Q2	$9.04K	Hold	296	–	–	﹤0.01%	582
2018 Q1	$10.3K	Hold	296	–	–	0.01%	536
2017 Q4	$9.98K	Hold	296	–	–	0.01%	565
2017 Q3	$9.05K	Hold	296	–	–	0.01%	571
2017 Q2	$8.81K	Hold	296	–	–	0.01%	563
2017 Q1	$8.61K	Buy	+296	New	+$8.56K	﹤0.01%	546

Other funds holding EDIV

AWM

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

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

OPA

Old Port Advisors Portland, Maine $508M AUM 50.99% 1-Year Est. Return

Westside Investment Management's EDIV Position: Q3 2023 in Review

Westside Investment Management sold out of State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) in Q3 2023, closing a stake of 148 shares — an estimated $4.21K sold.

Westside Investment Management first reported a position in EDIV in Q1 2017 and held it in 22 quarters. The position peaked at $10.3K in Q1 2018. 83 funds tracked by Wall St. Rank hold EDIV as of Q3 2023.

Westside Investment Management reported no remaining State Street SPDR S&P Emerging Markets Dividend ETF position as of Q3 2023 after selling out during the quarter.
Westside Investment Management sold 148 State Street SPDR S&P Emerging Markets Dividend ETF shares in Q3 2023, an estimated $4.21K.
Westside Investment Management first reported a position in State Street SPDR S&P Emerging Markets Dividend ETF in Q1 2017 and held it in 22 quarters.
Westside Investment Management's State Street SPDR S&P Emerging Markets Dividend ETF position peaked at $10.3K in Q1 2018.
83 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Dividend ETF as of Q3 2023.

Based on Westside Investment Management's 13F filing for Q3 2023, filed 15 Nov 2023.