Cetera Advisor Networks’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Cetera Advisor Networks’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 Q1	$332K	Buy	5,955 +710	+14%	+$39.3K	﹤0.01%	2213
2023 Q4	$296K	Buy	+5,245	New	+$284K	﹤0.01%	2260
2020 Q3	–	Sell	-1,075	Closed	-$44K	–	1772
2020 Q2	$44K	Buy	+1,075	New	+$40.3K	﹤0.01%	1971

Other funds holding EWX

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Cetera Advisor Networks's EWX Position: Q1 2024 in Review

Cetera Advisor Networks increased its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) stake by 14% in Q1 2024, buying an estimated $39.3K and bringing the position to 5,955 shares worth $332K. The position accounts for ﹤0.01% of the portfolio, ranked #2213.

Cetera Advisor Networks first reported a position in EWX in Q2 2020 and has held it in 3 quarters since. 163 funds tracked by Wall St. Rank hold EWX as of Q1 2024.

Cetera Advisor Networks held 5,955 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $332K as of Q1 2024.
Cetera Advisor Networks bought 710 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q1 2024, an estimated $39.3K.
State Street SPDR S&P Emerging Markets Small Cap ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2213 holding.
Cetera Advisor Networks first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q2 2020 and has held it in 3 quarters since.
163 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.