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

Cetera Advisors’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	$356K	Buy	6,371 +813	+15%	+$45K	﹤0.01%	1827
2023 Q4	$314K	Buy	+5,558	New	+$301K	﹤0.01%	1394
2019 Q2	–	Sell	-397	Closed	-$17K	–	1009
2019 Q1	$17K	Buy	+397	New	+$17.3K	﹤0.01%	1091

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

AWM

Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

EWM

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

Cetera Advisors's EWX Position: Q1 2024 in Review

Cetera Advisors increased its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) stake by 15% in Q1 2024, buying an estimated $45K and bringing the position to 6,371 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #1827.

Cetera Advisors first reported a position in EWX in Q1 2019 and has held it in 3 quarters since. 163 funds tracked by Wall St. Rank hold EWX as of Q1 2024.

Cetera Advisors held 6,371 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $356K as of Q1 2024.
Cetera Advisors bought 813 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q1 2024, an estimated $45K.
State Street SPDR S&P Emerging Markets Small Cap ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1827 holding.
Cetera Advisors first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q1 2019 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 Advisors's 13F filing for Q1 2024, filed 15 May 2024.