Advisor Group’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Advisor Group’s Portfolio EWX Stock Details EWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$514K	Sell	11,146 -5,191	-32%	-$232K	﹤0.01%	1648
2019 Q3	$710K	Sell	16,337 -1,054	-6%	-$46.5K	0.01%	1362
2019 Q2	$777K	Sell	17,391 -511	-3%	-$22.5K	0.01%	1304
2019 Q1	$798K	Sell	17,902 -1,243	-6%	-$54.3K	0.01%	1249
2018 Q4	$784K	Buy	19,145 +13,515	+240%	+$570K	0.01%	1103
2018 Q3	$251K	Buy	5,630 +2,772	+97%	+$129K	﹤0.01%	1995
2018 Q2	$136K	Sell	2,858 -5,054	-64%	-$256K	﹤0.01%	2268
2018 Q1	$416K	Buy	7,912 +4,580	+137%	+$243K	0.01%	1444
2017 Q4	$173K	Sell	3,332 -3,589	-52%	-$182K	﹤0.01%	2127
2017 Q3	$343K	Buy	6,921 +591	+9%	+$28.8K	0.01%	1439
2017 Q2	$296K	Buy	6,330 +4,420	+231%	+$204K	0.01%	1487
2017 Q1	$87K	Sell	1,910 -5,668	-75%	-$246K	﹤0.01%	2265
2016 Q4	$301K	Buy	7,578 +5,422	+251%	+$225K	0.01%	1301
2016 Q3	$93K	Buy	2,156 +1,727	+403%	+$72.4K	﹤0.01%	2056
2016 Q2	$16K	Buy	+429	New	+$16.5K	﹤0.01%	3204

Other funds holding EWX

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

RRC

Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

Advisor Group's EWX Position: Q4 2019 in Review

Advisor Group reduced its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) stake by 32% in Q4 2019, selling an estimated $232K and leaving 11,146 shares worth $514K. The position accounts for ﹤0.01% of the portfolio, ranked #1648.

Advisor Group first reported a position in EWX in Q2 2016 and has held it in 15 quarters since. The position peaked at $798K in Q1 2019. 127 funds tracked by Wall St. Rank hold EWX as of Q4 2019.

Advisor Group held 11,146 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $514K as of Q4 2019.
Advisor Group sold 5,191 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q4 2019, an estimated $232K.
State Street SPDR S&P Emerging Markets Small Cap ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1648 holding.
Advisor Group first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q2 2016 and has held it in 15 quarters since.
Advisor Group's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $798K in Q1 2019.
127 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.