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

Cassady Schiller 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
2024 Q4	$13.2K	Hold	225	–	–	﹤0.01%	320
2024 Q3	$14K	Hold	225	–	–	0.01%	303
2024 Q2	$13K	Hold	225	–	–	0.01%	301
2024 Q1	$12.6K	Hold	225	–	–	0.01%	324
2023 Q4	$12.7K	Hold	225	–	–	0.01%	312
2023 Q3	$12K	Hold	225	–	–	0.01%	318
2023 Q2	$11.8K	Hold	225	–	–	0.01%	323
2023 Q1	$11.4K	Hold	225	–	–	0.01%	317
2022 Q4	$11K	Buy	+225	New	+$10.8K	0.01%	312
2022 Q1	–	Sell	-225	Closed	-$13K	–	272
2021 Q4	$13K	Buy	+225	New	+$13.4K	0.01%	299

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

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 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

Cassady Schiller Wealth Management's EWX Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) position steady in Q4 2024 at 225 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #320.

Cassady Schiller Wealth Management first reported a position in EWX in Q4 2021 and has held it in 10 quarters since. The position peaked at $14K in Q3 2024. 171 funds tracked by Wall St. Rank hold EWX as of Q4 2024.

Cassady Schiller Wealth Management held 225 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $13.2K as of Q4 2024.
Cassady Schiller Wealth Management left its State Street SPDR S&P Emerging Markets Small Cap ETF share count unchanged in Q4 2024.
State Street SPDR S&P Emerging Markets Small Cap ETF made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #320 holding.
Cassady Schiller Wealth Management first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2021 and has held it in 10 quarters since.
Cassady Schiller Wealth Management's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $14K in Q3 2024.
171 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.