Ladenburg Thalmann Financial Services’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$217K	Buy	4,760 +17	+0.4%	+$760	﹤0.01%	2433
2019 Q3	$206K	Buy	4,743 +260	+6%	+$11.5K	﹤0.01%	2438
2019 Q2	$200K	Sell	4,483 -570	-11%	-$25.1K	﹤0.01%	2470
2019 Q1	$225K	Sell	5,053 -557	-10%	-$24.3K	﹤0.01%	2306
2018 Q4	$230K	Buy	5,610 +153	+3%	+$6.45K	﹤0.01%	2136
2018 Q3	$245K	Buy	5,457 +26	+0.5%	+$1.21K	﹤0.01%	2153
2018 Q2	$285K	Hold	5,431	–	–	﹤0.01%	1961
2018 Q1	$285K	Sell	5,431 -1,976	-27%	-$105K	﹤0.01%	1961
2017 Q4	$385K	Sell	7,407 -954	-11%	-$48.3K	﹤0.01%	1725
2017 Q3	$414K	Sell	8,361 -3,685	-31%	-$180K	﹤0.01%	1589
2017 Q2	$562K	Buy	12,046 +3,329	+38%	+$154K	0.01%	1313
2017 Q1	$395K	Sell	8,717 -261	-3%	-$11.3K	0.01%	1456
2016 Q4	$357K	Sell	8,978 -2,190	-20%	-$91.1K	0.01%	1451
2016 Q3	$481K	Buy	11,168 +1,918	+21%	+$80.4K	0.01%	1217
2016 Q2	$364K	Sell	9,250 -1,929	-17%	-$74.3K	0.01%	1312
2016 Q1	$435K	Sell	11,179 -1,206	-10%	-$43.6K	0.01%	1135
2015 Q4	$467K	Sell	12,385 -509	-4%	-$19.8K	0.01%	1060
2015 Q3	$477K	Buy	12,894 +1,125	+10%	+$44.8K	0.01%	991
2015 Q2	$530K	Sell	11,769 -320	-3%	-$15.1K	0.01%	1030
2015 Q1	$541K	Sell	12,089 -1,407	-10%	-$62.6K	0.01%	998
2014 Q4	$598K	Sell	13,496 -2,988	-18%	-$138K	0.01%	832
2014 Q3	$791K	Buy	16,484 +1,668	+11%	+$84.1K	0.02%	599
2014 Q2	$745K	Sell	14,816 -501	-3%	-$24.3K	0.02%	603
2014 Q1	$727K	Sell	15,317 -8,631	-36%	-$393K	0.02%	580
2013 Q4	$1.11M	Buy	23,948 +756	+3%	+$35.4K	0.03%	411
2013 Q3	$1.05M	Buy	23,192 +2,017	+10%	+$90.5K	0.04%	392
2013 Q2	$933K	Buy	+21,175	New	+$1.01M	0.03%	416

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

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

OIA

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

RRC

Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

Ladenburg Thalmann Financial Services's EWX Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) stake by 0.36% in Q4 2019, buying an estimated $760 and bringing the position to 4,760 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #2433.

Ladenburg Thalmann Financial Services first reported a position in EWX in Q2 2013 and has held it in 27 quarters since. The position peaked at $1.11M in Q4 2013. 127 funds tracked by Wall St. Rank hold EWX as of Q4 2019.

Ladenburg Thalmann Financial Services held 4,760 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $217K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 17 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q4 2019, an estimated $760.
State Street SPDR S&P Emerging Markets Small Cap ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2433 holding.
Ladenburg Thalmann Financial Services first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q2 2013 and has held it in 27 quarters since.
Ladenburg Thalmann Financial Services's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $1.11M in Q4 2013.
127 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.