IA
EWX icon

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

IFP 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
2023
Q1 		– Sell
-132
Closed -$6K – 3723
2022
Q4 		$6K Sell
132
-26
-16% -$1.25K ﹤0.01% 3684
2022
Q3 		$8K Buy
158
+31
+24% +$1.52K ﹤0.01% 3768
2022
Q2 		$6K Hold
127
– – ﹤0.01% 3678
2022
Q1 		$6K Buy
+127
New +$7.24K ﹤0.01% 3678
2020
Q3 		– Sell
-108
Closed -$4.8K – 2882
2020
Q2 		$4K Sell
108
-802
-88% -$30.1K ﹤0.01% 2160
2020
Q1 		$28K Sell
910
-618
-40% -$25.8K ﹤0.01% 1360
2019
Q4 		$64K Buy
1,528
+54
+4% +$2.41K ﹤0.01% 1157
2019
Q3 		$55K Buy
+1,474
New +$65K ﹤0.01% 1324
2019
Q1 		$11K Sell
252
-2,743
-92% -$120K ﹤0.01% 1568
2018
Q4 		$123K Buy
2,995
+1,595
+114% +$67.3K 0.01% 1085
2018
Q3 		$63K Buy
1,400
+86
+7% +$4K ﹤0.01% 1763
2018
Q2 		$62K Buy
1,314
+189
+17% +$9.57K ﹤0.01% 1783
2018
Q1 		$59K Hold
1,125
– – ﹤0.01% 1717
2017
Q4 		$59K Buy
1,125
+211
+23% +$10.7K ﹤0.01% 1734
2017
Q3 		$45K Sell
914
-152
-14% -$7.41K ﹤0.01% 2053
2017
Q2 		$50K Buy
1,066
+637
+148% +$29.4K ﹤0.01% 1971
2017
Q1 		$19K Sell
429
-27
-6% -$1.17K ﹤0.01% 2535
2016
Q4 		$18K Buy
456
+78
+21% +$3.24K ﹤0.01% 2531
2016
Q3 		$16K Buy
378
+343
+980% +$14.4K ﹤0.01% 2536
2016
Q2 		$1K Sell
35
-217
-86% -$8.36K ﹤0.01% 3603
2016
Q1 		$11K Sell
252
-173
-41% -$6.25K ﹤0.01% 1568
2015
Q4 		$16K Buy
+425
New +$16.5K ﹤0.01% 2288

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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IFP Advisors's EWX Position: Q1 2023 in Review

IFP Advisors sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q1 2023, closing a stake of 132 shares — an estimated $6K sold.

IFP Advisors first reported a position in EWX in Q4 2015 and held it in 22 quarters. The position peaked at $123K in Q4 2018. 130 funds tracked by Wall St. Rank hold EWX as of Q1 2023.

  • IFP Advisors reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 132 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q1 2023, an estimated $6K.
  • IFP Advisors first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2015 and held it in 22 quarters.
  • IFP Advisors's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $123K in Q4 2018.
  • 130 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.