Cetera Investment Advisers
EWX icon

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

Cetera Investment Advisers’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
2026
Q1 		$3.27M Buy
49,414
+6,076
+14% +$411K ﹤0.01% 1826
2025
Q4 		$2.85M Buy
43,338
+7,183
+20% +$477K ﹤0.01% 1903
2025
Q3 		$2.43M Buy
36,155
+2,103
+6% +$137K ﹤0.01% 2006
2025
Q2 		$2.11M Buy
34,052
+6,080
+22% +$353K ﹤0.01% 1809
2025
Q1 		$1.58M Buy
27,972
+1,656
+6% +$95.9K ﹤0.01% 1924
2024
Q4 		$1.54M Sell
26,316
-1,031
-4% -$63K ﹤0.01% 1842
2024
Q3 		$1.71M Buy
27,347
+2,780
+11% +$162K ﹤0.01% 1740
2024
Q2 		$1.42M Buy
24,567
+295
+1% +$16.9K ﹤0.01% 1821
2024
Q1 		$1.35M Buy
24,272
+12,648
+109% +$701K ﹤0.01% 1838
2023
Q4 		$656K Buy
+11,624
New +$629K 0.01% 1340
2021
Q3 		– Sell
-3,332
Closed -$204K – 1813
2021
Q2 		$204K Buy
+3,332
New +$195K ﹤0.01% 1662

Other funds holding EWX

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return