Baker Avenue Asset Management’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Baker Avenue Asset 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
2023 Q4	–	Sell	-1,362	Closed	-$72.8K	–	718
2023 Q3	$72.8K	Hold	1,362	–	–	﹤0.01%	472
2023 Q2	$71.5K	Hold	1,362	–	–	﹤0.01%	472
2023 Q1	$69K	Hold	1,362	–	–	﹤0.01%	485
2022 Q4	$66.7K	Buy	+1,362	New	+$65.3K	﹤0.01%	458

Other funds holding EWX

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

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 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

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

AWM

Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return

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

EWM

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

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

NEWAS

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

Baker Avenue Asset Management's EWX Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q4 2023, closing a stake of 1,362 shares — an estimated $72.8K sold.

Baker Avenue Asset Management first reported a position in EWX in Q4 2022 and held it in 4 quarters. The position peaked at $72.8K in Q3 2023. 152 funds tracked by Wall St. Rank hold EWX as of Q4 2023.

Baker Avenue Asset Management reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q4 2023 after selling out during the quarter.
Baker Avenue Asset Management sold 1,362 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q4 2023, an estimated $72.8K.
Baker Avenue Asset Management first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2022 and held it in 4 quarters.
Baker Avenue Asset Management's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $72.8K in Q3 2023.
152 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.