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

Crewe 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
2022
Q4 		– Sell
-7
Closed – – 1105
2022
Q3 		$0 Hold
7
– – ﹤0.01% 1254
2022
Q2 		$0 Hold
7
– – ﹤0.01% 1143
2022
Q1 		$0 Buy
+7
New +$399 ﹤0.01% 480
2019
Q3 		– Sell
-146
Closed -$7K – 246
2019
Q2 		$7K Buy
+146
New +$6.44K ﹤0.01% 228

Other funds holding EWX

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Crewe Advisors's EWX Position: Q4 2022 in Review

Crewe Advisors sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q4 2022, closing a stake of 7 shares.

Crewe Advisors first reported a position in EWX in Q2 2019 and held it in 4 quarters. The position peaked at $7K in Q2 2019. 137 funds tracked by Wall St. Rank hold EWX as of Q4 2022.

  • Crewe Advisors reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q4 2022 after selling out during the quarter.
  • Crewe Advisors sold 7 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q4 2022.
  • Crewe Advisors first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q2 2019 and held it in 4 quarters.
  • Crewe Advisors's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $7K in Q2 2019.
  • 137 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q4 2022.

Based on Crewe Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.