Aspire Private Capital’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Aspire Private Capital’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	–	Sell	-10	Closed	–	–	497
2019 Q3	$0	Sell	10 -14,980	-100%	-$661K	﹤0.01%	484
2019 Q2	$670K	Buy	14,990 +1,639	+12%	+$72.3K	0.32%	67
2019 Q1	$595K	Buy	13,351 +853	+7%	+$37.3K	0.3%	71
2018 Q4	$512K	Buy	+12,498	New	+$527K	0.3%	75

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

Aspire Private Capital's EWX Position: Q4 2019 in Review

Aspire Private Capital sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q4 2019, closing a stake of 10 shares.

Aspire Private Capital first reported a position in EWX in Q4 2018 and held it in 4 quarters. The position peaked at $670K in Q2 2019. 127 funds tracked by Wall St. Rank hold EWX as of Q4 2019.

Aspire Private Capital reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q4 2019 after selling out during the quarter.
Aspire Private Capital sold 10 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q4 2019.
Aspire Private Capital first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2018 and held it in 4 quarters.
Aspire Private Capital's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $670K in Q2 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 Aspire Private Capital's 13F filing for Q4 2019, filed 11 Feb 2020.