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Mather Group’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Mather Group’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
Q3 		– Sell
-2,500
Closed -$140K – 1855
2024
Q2 		$140K Buy
+2,500
New +$143K ﹤0.01% 709

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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Mather Group's EWX Position: Q3 2024 in Review

Mather Group sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q3 2024, closing a stake of 2,500 shares — an estimated $140K sold.

Mather Group first reported a position in EWX in Q2 2024 and held it in 1 quarter. The position peaked at $140K in Q2 2024. 170 funds tracked by Wall St. Rank hold EWX as of Q3 2024.

  • Mather Group reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q3 2024 after selling out during the quarter.
  • Mather Group sold 2,500 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q3 2024, an estimated $140K.
  • Mather Group first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q2 2024 and held it in 1 quarter.
  • Mather Group's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $140K in Q2 2024.
  • 170 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q3 2024.

Based on Mather Group's 13F filing for Q3 2024, filed 7 Oct 2024.