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

Arkadios Wealth Advisors’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
2025 Q1	–	Sell	-3,437	Closed	-$201K	–	1149
2024 Q4	$201K	Sell	3,437 -45	-1%	-$2.75K	0.01%	860
2024 Q3	$217K	Sell	3,482 -15	-0.4%	-$874	0.01%	812
2024 Q2	$203K	Buy	+3,497	New	+$201K	0.01%	768
2024 Q1	–	Sell	-3,721	Closed	-$210K	–	750
2023 Q4	$210K	Buy	+3,721	New	+$201K	0.02%	636
2021 Q4	–	Sell	-250	Closed	-$14K	–	947
2021 Q3	$14K	Buy	+250	New	+$15K	﹤0.01%	1341

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

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

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

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

EWM

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Arkadios Wealth Advisors's EWX Position: Q1 2025 in Review

Arkadios Wealth Advisors sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q1 2025, closing a stake of 3,437 shares — an estimated $201K sold.

Arkadios Wealth Advisors first reported a position in EWX in Q3 2021 and held it in 5 quarters. The position peaked at $217K in Q3 2024. 158 funds tracked by Wall St. Rank hold EWX as of Q1 2025.

Arkadios Wealth Advisors reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q1 2025 after selling out during the quarter.
Arkadios Wealth Advisors sold 3,437 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q1 2025, an estimated $201K.
Arkadios Wealth Advisors first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q3 2021 and held it in 5 quarters.
Arkadios Wealth Advisors's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $217K in Q3 2024.
158 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q1 2025.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.