BSW
EWX icon

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

Buckingham Strategic Wealth’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 		$413K Buy
7,125
+1
+0% +$57 ﹤0.01% 514
2024
Q1 		$398K Sell
7,124
-37
-0.5% -$2.05K ﹤0.01% 520
2023
Q4 		$404K Sell
7,161
-389
-5% -$21.1K ﹤0.01% 494
2023
Q3 		$404K Buy
7,550
+510
+7% +$27.4K 0.01% 465
2023
Q2 		$370K Buy
7,040
+109
+2% +$5.62K 0.01% 489
2023
Q1 		$339K Hold
6,931
– – 0.01% 460
2022
Q4 		$339K Buy
6,931
+11
+0.2% +$528 0.01% 462
2022
Q3 		$315K Sell
6,920
-32
-0.5% -$1.56K 0.01% 460
2022
Q2 		$338K Sell
6,952
-241
-3% -$12.7K 0.01% 445
2022
Q1 		$408K Sell
7,193
-142
-2% -$8.09K 0.01% 406
2021
Q4 		$435K Buy
7,335
+450
+7% +$26.7K 0.01% 395
2021
Q3 		$404K Buy
6,885
+114
+2% +$6.84K 0.01% 404
2021
Q2 		$415K Sell
6,771
-216
-3% -$12.7K 0.01% 402
2021
Q1 		$387K Hold
6,987
– – 0.02% 386
2020
Q4 		$361K Sell
6,987
-1,037
-13% -$49.8K 0.02% 380
2020
Q3 		$356K Sell
8,024
-200
-2% -$8.88K 0.03% 331
2020
Q2 		$336K Sell
8,224
-1,640
-17% -$61.5K 0.03% 291
2020
Q1 		$327K Sell
9,864
-507
-5% -$21.2K 0.03% 328
2019
Q4 		$478K Buy
10,371
+548
+6% +$24.5K 0.05% 258
2019
Q3 		$427K Sell
9,823
-9,419
-49% -$416K 0.05% 262
2019
Q2 		$860K Sell
19,242
-450
-2% -$19.8K 0.09% 162
2019
Q1 		$878K Buy
19,692
+9,892
+101% +$432K 0.11% 148
2018
Q4 		$401K Buy
9,800
+1,405
+17% +$59.3K 0.06% 220
2018
Q3 		$376K Sell
8,395
-1,879
-18% -$87.5K 0.06% 236
2018
Q2 		$487K Buy
10,274
+1,885
+22% +$95.4K 0.08% 179
2018
Q1 		$440K Buy
+8,389
New +$445K 0.09% 182

Other funds holding EWX

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Victory Capital Management
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

Buckingham Strategic Wealth's EWX Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) stake by 0.01% in Q2 2024, buying an estimated $57 and bringing the position to 7,125 shares worth $413K. The position accounts for ﹤0.01% of the portfolio, ranked #514.

Buckingham Strategic Wealth first reported a position in EWX in Q1 2018 and has held it in 26 quarters since. The position peaked at $878K in Q1 2019. 161 funds tracked by Wall St. Rank hold EWX as of Q2 2024.

  • Buckingham Strategic Wealth held 7,125 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $413K as of Q2 2024.
  • Buckingham Strategic Wealth bought 1 State Street SPDR S&P Emerging Markets Small Cap ETF share in Q2 2024, an estimated $57.
  • State Street SPDR S&P Emerging Markets Small Cap ETF made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #514 holding.
  • Buckingham Strategic Wealth first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q1 2018 and has held it in 26 quarters since.
  • Buckingham Strategic Wealth's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $878K in Q1 2019.
  • 161 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.