Global Financial Private Capital’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Global Financial Private Capital’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
2020 Q1	–	Sell	-23	Closed	-$1K	–	390
2019 Q4	$1K	Sell	23 -17	-43%	-$760	﹤0.01%	369
2019 Q3	$2K	Sell	40 -69,169	-100%	-$3.05M	﹤0.01%	349
2019 Q2	$3.12M	Sell	69,209 -3,932	-5%	-$173K	0.15%	144
2019 Q1	$3.26M	Sell	73,141 -599	-0.8%	-$26.2K	0.16%	134
2018 Q4	$3.02M	Sell	73,740 -20,500	-22%	-$865K	0.16%	128
2018 Q3	$4.22M	Sell	94,240 -6,454	-6%	-$301K	0.15%	128
2018 Q2	$4.78M	Buy	100,694 +7,391	+8%	+$374K	0.16%	114
2018 Q1	$4.9M	Buy	93,303 +10,857	+13%	+$576K	0.17%	108
2017 Q4	$4.29M	Buy	82,446 +4,375	+6%	+$221K	0.15%	103
2017 Q3	$3.87M	Buy	78,071 +8,491	+12%	+$414K	0.14%	105
2017 Q2	$3.25M	Buy	69,580 +5,514	+9%	+$255K	0.16%	85
2017 Q1	$2.91M	Buy	+64,066	New	+$2.78M	0.15%	87

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BRWM

B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Global Financial Private Capital's EWX Position: Q1 2020 in Review

Global Financial Private Capital sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q1 2020, closing a stake of 23 shares — an estimated $1K sold.

Global Financial Private Capital first reported a position in EWX in Q1 2017 and held it in 12 quarters. The position peaked at $4.9M in Q1 2018. 114 funds tracked by Wall St. Rank hold EWX as of Q1 2020.

Global Financial Private Capital reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q1 2020 after selling out during the quarter.
Global Financial Private Capital sold 23 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q1 2020, an estimated $1K.
Global Financial Private Capital first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q1 2017 and held it in 12 quarters.
Global Financial Private Capital's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $4.9M in Q1 2018.
114 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q1 2020.

Based on Global Financial Private Capital's 13F filing for Q1 2020, filed 12 May 2020.