CFFP
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Center for Financial Planning’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Center for Financial Planning’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
2022
Q4 		– Sell
-73
Closed -$3K – 585
2022
Q3 		$3K Buy
+73
New +$3.57K ﹤0.01% 472

Other funds holding EWX

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Center for Financial Planning's EWX Position: Q4 2022 in Review

Center for Financial Planning sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q4 2022, closing a stake of 73 shares — an estimated $3K sold.

Center for Financial Planning first reported a position in EWX in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 137 funds tracked by Wall St. Rank hold EWX as of Q4 2022.

  • Center for Financial Planning reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q4 2022 after selling out during the quarter.
  • Center for Financial Planning sold 73 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q4 2022, an estimated $3K.
  • Center for Financial Planning first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q3 2022 and held it in 1 quarter.
  • Center for Financial Planning's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $3K in Q3 2022.
  • 137 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q4 2022.

Based on Center for Financial Planning's 13F filing for Q4 2022, filed 27 Jan 2023.