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Lakewood Asset Management’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Lakewood Asset Management’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
-361
Closed -$18K – 169
2022
Q4 		$18K Buy
+361
New +$17.3K 0.01% 234

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WA
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NYLIM
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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

Lakewood Asset Management's EWX Position: Q1 2023 in Review

Lakewood Asset Management sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q1 2023, closing a stake of 361 shares — an estimated $18K sold.

Lakewood Asset Management first reported a position in EWX in Q4 2022 and held it in 1 quarter. The position peaked at $18K in Q4 2022. 130 funds tracked by Wall St. Rank hold EWX as of Q1 2023.

  • Lakewood Asset Management reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Lakewood Asset Management sold 361 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q1 2023, an estimated $18K.
  • Lakewood Asset Management first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2022 and held it in 1 quarter.
  • Lakewood Asset Management's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $18K in Q4 2022.
  • 130 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q1 2023.

Based on Lakewood Asset Management's 13F filing for Q1 2023, filed 13 Apr 2023.