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

Naples Global 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
2022 Q1	–	Sell	-3,736	Closed	-$222K	–	399
2021 Q4	$222K	Buy	+3,736	New	+$222K	0.03%	378
2014 Q4	–	Sell	-4,745	Closed	-$228K	–	219
2014 Q3	$228K	Hold	4,745	–	–	0.13%	204
2014 Q2	$239K	Buy	4,745 +65	+1%	+$3.16K	0.14%	210
2014 Q1	$222K	Sell	4,680 -55	-1%	-$2.5K	0.14%	235
2013 Q4	$220K	Buy	+4,735	New	+$221K	0.15%	226

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

NEWAS

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

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

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Naples Global Advisors's EWX Position: Q1 2022 in Review

Naples Global Advisors sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q1 2022, closing a stake of 3,736 shares — an estimated $222K sold.

Naples Global Advisors first reported a position in EWX in Q4 2013 and held it in 5 quarters. The position peaked at $239K in Q2 2014. 127 funds tracked by Wall St. Rank hold EWX as of Q1 2022.

Naples Global Advisors reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q1 2022 after selling out during the quarter.
Naples Global Advisors sold 3,736 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q1 2022, an estimated $222K.
Naples Global Advisors first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2013 and held it in 5 quarters.
Naples Global Advisors's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $239K in Q2 2014.
127 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q1 2022.

Based on Naples Global Advisors's 13F filing for Q1 2022, filed 28 Apr 2022.