Affinity Wealth Management’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Affinity Wealth Management’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
2024 Q2	–	Sell	-327,813	Closed	-$18.3M	–	102
2024 Q1	$18.3M	Buy	327,813 +3,002	+0.9%	+$166K	3.39%	13
2023 Q4	$18.3M	Buy	324,811 +4,028	+1%	+$218K	3.77%	12
2023 Q3	$17.2M	Buy	320,783 +9,331	+3%	+$502K	3.95%	8
2023 Q2	$16.4M	Buy	311,452 +75,250	+32%	+$3.88M	3.75%	9
2023 Q1	$12M	Buy	+236,202	New	+$12M	2.81%	13

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

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Affinity Wealth Management's EWX Position: Q2 2024 in Review

Affinity Wealth Management sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q2 2024, closing a stake of 327,813 shares — an estimated $18.3M sold.

Affinity Wealth Management first reported a position in EWX in Q1 2023 and held it in 5 quarters. The position peaked at $18.3M in Q4 2023. 161 funds tracked by Wall St. Rank hold EWX as of Q2 2024.

Affinity Wealth Management reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q2 2024 after selling out during the quarter.
Affinity Wealth Management sold 327,813 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q2 2024, an estimated $18.3M.
Affinity Wealth Management first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q1 2023 and held it in 5 quarters.
Affinity Wealth Management's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $18.3M in Q4 2023.
161 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2024.

Based on Affinity Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.