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

Baystate 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
2023 Q4	$2.52K	Buy	+44	New	+$2.38K	﹤0.01%	1017
2018 Q3	–	Sell	-136	Closed	-$6K	–	687
2018 Q2	$6K	Buy	+136	New	+$6.89K	﹤0.01%	422
2018 Q1	–	Sell	-30	Closed	-$2K	–	689
2017 Q4	$2K	Buy	+30	New	+$1.52K	﹤0.01%	504

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

Baystate Wealth Management's EWX Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q4 2023: 44 shares worth $2.52K. The stake represents ﹤0.01% of the portfolio and ranks #1017 among its holdings. This is a return to the name: Baystate Wealth Management previously reported a position in EWX as recently as Q2 2018.

Baystate Wealth Management first reported a position in EWX in Q4 2017 and has held it in 3 quarters since. The position peaked at $6K in Q2 2018. 152 funds tracked by Wall St. Rank hold EWX as of Q4 2023.

Baystate Wealth Management held 44 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $2.52K as of Q4 2023.
State Street SPDR S&P Emerging Markets Small Cap ETF was a new Baystate Wealth Management position in Q4 2023.
State Street SPDR S&P Emerging Markets Small Cap ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #1017 holding.
Baystate Wealth Management first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2017 and has held it in 3 quarters since.
Baystate Wealth Management's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $6K in Q2 2018.
152 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.