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

Williams Financial’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
2025
Q2 		– Sell
-28,743
Closed -$1.03M – 14
2025
Q1 		$1.03M Buy
+28,743
New +$1.03M 0.72% 11

Other funds holding EDIV

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Williams Financial's EDIV Position: Q2 2025 in Review

Williams Financial sold out of State Street SPDR S&P Emerging Markets Dividend ETF (EDIV) in Q2 2025, closing a stake of 28,743 shares — an estimated $1.03M sold.

Williams Financial first reported a position in EDIV in Q1 2025 and held it in 1 quarter. The position peaked at $1.03M in Q1 2025. 156 funds tracked by Wall St. Rank hold EDIV as of Q2 2025.

  • Williams Financial reported no remaining State Street SPDR S&P Emerging Markets Dividend ETF position as of Q2 2025 after selling out during the quarter.
  • Williams Financial sold 28,743 State Street SPDR S&P Emerging Markets Dividend ETF shares in Q2 2025, an estimated $1.03M.
  • Williams Financial first reported a position in State Street SPDR S&P Emerging Markets Dividend ETF in Q1 2025 and held it in 1 quarter.
  • Williams Financial's State Street SPDR S&P Emerging Markets Dividend ETF position peaked at $1.03M in Q1 2025.
  • 156 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Dividend ETF as of Q2 2025.

Based on Williams Financial's 13F filing for Q2 2025, filed 11 Jul 2025.