Cary Street Partners Investment Advisory’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Cary Street Partners Investment Advisory’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	-20	Closed	-$1.07K	–	989
2023 Q3	$1.07K	Hold	20	–	–	﹤0.01%	1728
2023 Q2	$1.05K	Hold	20	–	–	﹤0.01%	1647
2023 Q1	$1.01K	Hold	20	–	–	﹤0.01%	1568
2022 Q4	$979	Buy	+20	New	+$959	﹤0.01%	1583
2020 Q4	–	Sell	-20	Closed	-$1K	–	516
2020 Q3	$1K	Buy	+20	New	+$888	﹤0.01%	945

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 $776M AUM 43.59% 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 $445B AUM 25.58% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.5B AUM 19.48% 1-Year Est. Return

Cary Street Partners Investment Advisory's EWX Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q4 2023, closing a stake of 20 shares — an estimated $1.07K sold.

Cary Street Partners Investment Advisory first reported a position in EWX in Q3 2020 and held it in 5 quarters. The position peaked at $1.07K in Q3 2023. 152 funds tracked by Wall St. Rank hold EWX as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 20 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q4 2023, an estimated $1.07K.
Cary Street Partners Investment Advisory first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q3 2020 and held it in 5 quarters.
Cary Street Partners Investment Advisory's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $1.07K 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 Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.