John G. Ullman & Associates’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

John G. Ullman & Associates’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	-123,800	Closed	-$5.7M	–	117
2019 Q4	$5.7M	Sell	123,800 -5,400	-4%	-$241K	0.98%	35
2019 Q3	$5.61M	Sell	129,200 -900	-0.7%	-$39.7K	1.02%	34
2019 Q2	$5.82M	Sell	130,100 -1,800	-1%	-$79.4K	1.02%	31
2019 Q1	$5.88M	Buy	131,900 +48,394	+58%	+$2.11M	1.06%	31
2018 Q4	$3.42M	Buy	83,506 +35,400	+74%	+$1.49M	0.69%	42
2018 Q3	$2.15M	Buy	+48,106	New	+$2.24M	0.39%	62

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

John G. Ullman & Associates's EWX Position: Q1 2020 in Review

John G. Ullman & Associates sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q1 2020, closing a stake of 123,800 shares — an estimated $5.7M sold.

John G. Ullman & Associates first reported a position in EWX in Q3 2018 and held it in 6 quarters. The position peaked at $5.88M in Q1 2019. 114 funds tracked by Wall St. Rank hold EWX as of Q1 2020.

John G. Ullman & Associates reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q1 2020 after selling out during the quarter.
John G. Ullman & Associates sold 123,800 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q1 2020, an estimated $5.7M.
John G. Ullman & Associates first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q3 2018 and held it in 6 quarters.
John G. Ullman & Associates's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $5.88M in Q1 2019.
114 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q1 2020.

Based on John G. Ullman & Associates's 13F filing for Q1 2020, filed 14 Apr 2020.