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Lloyd Advisory Services’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Lloyd Advisory 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
2021
Q3 		– Sell
-102
Closed -$6K – 396
2021
Q2 		$6K Buy
+102
New +$5.97K ﹤0.01% 310

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NEWAS
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAM
Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return

Lloyd Advisory Services's EWX Position: Q3 2021 in Review

Lloyd Advisory Services sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q3 2021, closing a stake of 102 shares — an estimated $6K sold.

Lloyd Advisory Services first reported a position in EWX in Q2 2021 and held it in 1 quarter. The position peaked at $6K in Q2 2021. 116 funds tracked by Wall St. Rank hold EWX as of Q3 2021.

  • Lloyd Advisory Services reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q3 2021 after selling out during the quarter.
  • Lloyd Advisory Services sold 102 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q3 2021, an estimated $6K.
  • Lloyd Advisory Services first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q2 2021 and held it in 1 quarter.
  • Lloyd Advisory Services's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $6K in Q2 2021.
  • 116 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q3 2021.

Based on Lloyd Advisory Services's 13F filing for Q3 2021, filed 21 Oct 2021.