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

Great Point Wealth 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
Q1 		– Sell
-138,269
Closed -$7.81M – 57
2023
Q4 		$7.81M Sell
138,269
-3,699
-3% -$200K 2.03% 18
2023
Q3 		$7.59M Sell
141,968
-791
-0.6% -$42.6K 2.28% 17
2023
Q2 		$7.5M Sell
142,759
-670
-0.5% -$34.5K 2.25% 18
2023
Q1 		$7.26M Sell
143,429
-3,085
-2% -$157K 2.3% 17
2022
Q4 		$7.17M Buy
146,514
+42,720
+41% +$2.05M 2.4% 16
2022
Q3 		$4.73M Sell
103,794
-5,128
-5% -$251K 1.76% 21
2022
Q2 		$5.3M Buy
108,922
+36,911
+51% +$1.94M 1.88% 20
2022
Q1 		$4.08M Sell
72,011
-2,064
-3% -$118K 1.27% 19
2021
Q4 		$4.39M Sell
74,075
-306
-0.4% -$18.2K 1.35% 18
2021
Q3 		$4.36M Sell
74,381
-48
-0.1% -$2.88K 1.5% 17
2021
Q2 		$4.56M Sell
74,429
-1,294
-2% -$75.8K 1.59% 17
2021
Q1 		$4.19M Sell
75,723
-746
-1% -$40.3K 1.6% 14
2020
Q4 		$3.95M Sell
76,469
-4,147
-5% -$199K 1.69% 15
2020
Q3 		$3.29M Hold
80,616
– – 1.7% 13
2020
Q2 		$3.29M Buy
80,616
+7,976
+11% +$299K 1.7% 13
2020
Q1 		$2.4M Buy
72,640
+17,740
+32% +$741K 2.01% 13
2019
Q4 		$2.53M Buy
54,900
+171
+0.3% +$7.64K 1.56% 12
2019
Q3 		$2.38M Sell
54,729
-54
-0.1% -$2.38K 1.62% 12
2019
Q2 		$2.45M Sell
54,783
-896
-2% -$39.5K 1.98% 13
2019
Q1 		$2.48M Sell
55,679
-1,835
-3% -$80.2K 2.11% 13
2018
Q4 		$2.36M Buy
+57,514
New +$2.43M 2.23% 12

Other funds holding EWX

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Great Point Wealth Advisors's EWX Position: Q1 2024 in Review

Great Point Wealth Advisors sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q1 2024, closing a stake of 138,269 shares — an estimated $7.81M sold.

Great Point Wealth Advisors first reported a position in EWX in Q4 2018 and held it in 21 quarters. The position peaked at $7.81M in Q4 2023. 163 funds tracked by Wall St. Rank hold EWX as of Q1 2024.

  • Great Point Wealth Advisors reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Great Point Wealth Advisors sold 138,269 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q1 2024, an estimated $7.81M.
  • Great Point Wealth Advisors first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2018 and held it in 21 quarters.
  • Great Point Wealth Advisors's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $7.81M in Q4 2023.
  • 163 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q1 2024.

Based on Great Point Wealth Advisors's 13F filing for Q1 2024, filed 9 May 2024.