Cresset Asset Management’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Cresset Asset Management’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	-8,356	Closed	-$521K	–	1907
2024 Q3	$521K	Hold	8,356	–	–	﹤0.01%	1493
2024 Q2	$484K	Hold	8,356	–	–	﹤0.01%	1457
2024 Q1	$466K	Hold	8,356	–	–	﹤0.01%	1364
2023 Q4	$472K	Sell	8,356 -140	-2%	-$7.58K	﹤0.01%	1262
2023 Q3	$454K	Hold	8,496	–	–	﹤0.01%	1241
2023 Q2	$446K	Sell	8,496 -110	-1%	-$5.67K	﹤0.01%	1343
2023 Q1	$436K	Sell	8,606 -1,150	-12%	-$58.5K	0.01%	521
2022 Q4	$477K	Buy	9,756 +1,257	+15%	+$60.3K	0.01%	430
2022 Q3	$387K	Hold	8,499	–	–	﹤0.01%	591
2022 Q2	$414K	Hold	8,499	–	–	0.01%	616
2022 Q1	$481K	Buy	8,499 +2,387	+39%	+$136K	0.01%	618
2021 Q4	$363K	Hold	6,112	–	–	﹤0.01%	810
2021 Q3	$359K	Buy	+6,112	New	+$367K	﹤0.01%	760
2019 Q2	–	Sell	-141	Closed	-$6K	–	854
2019 Q1	$6K	Hold	141	–	–	﹤0.01%	1297
2018 Q4	$6K	Buy	+141	New	+$5.95K	﹤0.01%	970

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

Cresset Asset Management's EWX Position: Q4 2024 in Review

Cresset Asset Management sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q4 2024, closing a stake of 8,356 shares — an estimated $521K sold.

Cresset Asset Management first reported a position in EWX in Q4 2018 and held it in 15 quarters. The position peaked at $521K in Q3 2024. 171 funds tracked by Wall St. Rank hold EWX as of Q4 2024.

Cresset Asset Management reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q4 2024 after selling out during the quarter.
Cresset Asset Management sold 8,356 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q4 2024, an estimated $521K.
Cresset Asset Management first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2018 and held it in 15 quarters.
Cresset Asset Management's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $521K in Q3 2024.
171 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q4 2024.

Based on Cresset Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.