EDIV — SPDR INDEX SHS FDS

Ownership history in CreativeOne Wealth, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which CreativeOne Wealth, LLC reported a position in SPDR INDEX SHS FDS (EDIV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2024 Q4)
Avg. % of fund
0.02%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 18,843 +638 +3.5% 0.02% $732K $38.60
2025 Q2 REDUCED 18,205 -110 -0.6% 0.02% $694K $37.25
2025 Q1 REDUCED 18,315 -155 -0.8% 0.02% $654K $34.29
2024 Q4 INITIATED 18,470 — — 0.02% $652K $33.62
% of Fund (quarterly)    EDIV price (monthly, adj. close)

Other funds also holding EDIV

As of 2025 Q4 — sorted by position size

swisspartners Advisors Ltd 3Y 7.96% Comprehensive Wealth Management, LLC 7.91% Tower Wealth Partners, Inc. 3Y 3.58% Anderson Financial Strategies, LLC 2.98% Bond & Devick Financial Network, Inc. 3Y 2.85% Cyr Financial Inc. 2.51% Plan Group Financial, LLC 3Y 1.98% Able Wealth Management LLC 1.36% ESG Planning DBA Harper Investing 3Y 1.0% Old Port Advisors 3Y 7Y 0.65%
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