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

Clearstead 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 Q4	–	Sell	-765	Closed	-$47.7K	–	2125
2024 Q3	$47.7K	Hold	765	–	–	﹤0.01%	1219
2024 Q2	$44.3K	Hold	765	–	–	﹤0.01%	1195
2024 Q1	$43.9K	Hold	765	–	–	﹤0.01%	796
2023 Q4	$43.2K	Sell	765 -1,665	-69%	-$90.2K	﹤0.01%	780
2023 Q3	$130K	Buy	2,430 +1,215	+100%	+$65.4K	﹤0.01%	673
2023 Q2	$63.8K	Hold	1,215	–	–	﹤0.01%	680
2023 Q1	$61.5K	Hold	1,215	–	–	﹤0.01%	619
2022 Q4	$59.5K	Hold	1,215	–	–	﹤0.01%	599
2022 Q3	$55K	Hold	1,215	–	–	0.01%	593
2022 Q2	$59K	Hold	1,215	–	–	﹤0.01%	589
2022 Q1	$69K	Hold	1,215	–	–	﹤0.01%	624
2021 Q4	$72K	Buy	+1,215	New	+$72.1K	﹤0.01%	595

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

Clearstead Advisors's EWX Position: Q4 2024 in Review

Clearstead Advisors sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q4 2024, closing a stake of 765 shares — an estimated $47.7K sold.

Clearstead Advisors first reported a position in EWX in Q4 2021 and held it in 12 quarters. The position peaked at $130K in Q3 2023. 171 funds tracked by Wall St. Rank hold EWX as of Q4 2024.

Clearstead Advisors reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q4 2024 after selling out during the quarter.
Clearstead Advisors sold 765 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q4 2024, an estimated $47.7K.
Clearstead Advisors first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2021 and held it in 12 quarters.
Clearstead Advisors's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $130K in Q3 2023.
171 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q4 2024.

Based on Clearstead Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.