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Corient Private Wealth’s
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
Stock Holding History
Corient Private Wealth’s Portfolio
EWX Stock Details
EWX Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$470K
Sell
7,125
-6,007
-46%
-$406K
﹤0.01%
2065
2025
Q4
$862K
Buy
13,132
+9,440
+256%
+$627K
﹤0.01%
1968
2025
Q3
$248K
Sell
3,692
-4,240
-53%
-$276K
﹤0.01%
2230
2025
Q2
$492K
Buy
7,932
+110
+1%
+$6.39K
﹤0.01%
1715
2025
Q1
$443K
Sell
7,822
-1,599
-17%
-$92.6K
﹤0.01%
1652
2024
Q4
$552K
Sell
9,421
-156
-2%
-$9.53K
﹤0.01%
1568
2024
Q3
$597K
Buy
9,577
+466
+5%
+$27.1K
﹤0.01%
1637
2024
Q2
$528K
Sell
9,111
-890
-9%
-$51K
﹤0.01%
1611
2024
Q1
$558K
Buy
10,001
+302
+3%
+$16.7K
﹤0.01%
1580
2023
Q4
$548K
Buy
9,699
+453
+5%
+$24.5K
﹤0.01%
1576
2023
Q3
$494K
Buy
9,246
+2,961
+47%
+$159K
﹤0.01%
1507
2023
Q2
$330K
Sell
6,285
-2,051
-25%
-$106K
﹤0.01%
1651
2023
Q1
$422K
Sell
8,336
-33
-0.4%
-$1.68K
﹤0.01%
1455
2022
Q4
$410K
Buy
+8,369
New
+$401K
﹤0.01%
1213
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
AssetMark Inc
Concord, California
$49B AUM
17.78%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Mariner
Overland Park, Kansas
$85.7B AUM
24.21%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
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
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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