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

MainStreet Investment 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
2024
Q2 		– Sell
-5,324
Closed -$297K – 167
2024
Q1 		$297K Hold
5,324
– – 0.04% 154
2023
Q4 		$301K Sell
5,324
-1,675
-24% -$90.7K 0.03% 148
2023
Q3 		$374K Sell
6,999
-410
-6% -$22.1K 0.04% 145
2023
Q2 		$389K Sell
7,409
-125
-2% -$6.45K 0.04% 148
2023
Q1 		$382K Buy
7,534
+325
+5% +$16.5K 0.04% 151
2022
Q4 		$353K Buy
7,209
+279
+4% +$13.4K 0.04% 139
2022
Q3 		$316K Hold
6,930
– – 0.04% 145
2022
Q2 		$337K Sell
6,930
-150
-2% -$7.89K 0.04% 145
2022
Q1 		$401K Sell
7,080
-200
-3% -$11.4K 0.04% 148
2021
Q4 		$432K Buy
7,280
+50
+0.7% +$2.97K 0.04% 152
2021
Q3 		$424K Sell
7,230
-75
-1% -$4.5K 0.04% 141
2021
Q2 		$448K Sell
7,305
-1,220
-14% -$71.5K 0.04% 149
2021
Q1 		$472K Sell
8,525
-35
-0.4% -$1.89K 0.04% 145
2020
Q4 		$442K Sell
8,560
-540
-6% -$25.9K 0.04% 146
2020
Q3 		$404K Sell
9,100
-995
-10% -$44.2K 0.03% 151
2020
Q2 		$412K Sell
10,095
-1,935
-16% -$72.5K 0.03% 191
2020
Q1 		$398K Buy
12,030
+1,185
+11% +$49.5K 0.05% 181
2019
Q4 		$499K Sell
10,845
-10
-0.1% -$447 0.06% 135
2019
Q3 		$471K Sell
10,855
-120
-1% -$5.29K 0.06% 119
2019
Q2 		$491K Sell
10,975
-3,534
-24% -$156K 0.06% 117
2019
Q1 		$646K Buy
14,509
+1,700
+13% +$74.3K 0.09% 86
2018
Q4 		$525K Sell
12,809
-1,943
-13% -$82K 0.08% 102
2018
Q3 		$661K Buy
14,752
+540
+4% +$25.1K 0.09% 105
2018
Q2 		$674K Buy
14,212
+730
+5% +$37K 0.1% 98
2018
Q1 		$708K Buy
13,482
+395
+3% +$21K 0.11% 96
2017
Q4 		$681K Buy
+13,087
New +$662K 0.1% 102

Other funds holding EWX

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
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
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

MainStreet Investment Advisors's EWX Position: Q2 2024 in Review

MainStreet Investment Advisors sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q2 2024, closing a stake of 5,324 shares — an estimated $297K sold.

MainStreet Investment Advisors first reported a position in EWX in Q4 2017 and held it in 26 quarters. The position peaked at $708K in Q1 2018. 161 funds tracked by Wall St. Rank hold EWX as of Q2 2024.

  • MainStreet Investment Advisors reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q2 2024 after selling out during the quarter.
  • MainStreet Investment Advisors sold 5,324 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q2 2024, an estimated $297K.
  • MainStreet Investment Advisors first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2017 and held it in 26 quarters.
  • MainStreet Investment Advisors's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $708K in Q1 2018.
  • 161 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2024.

Based on MainStreet Investment Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.