New Potomac Partners’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

New Potomac Partners’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	$14.7K	Buy	+235	New	+$13.7K	0.01%	143

Other funds holding EWX

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EWM

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.5B AUM 19.48% 1-Year Est. Return

New Potomac Partners's EWX Position: Q3 2024 in Review

New Potomac Partners opened a new position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q3 2024: 235 shares worth $14.7K. The stake represents 0.01% of the portfolio and ranks #143 among its holdings.

170 funds tracked by Wall St. Rank hold EWX as of Q3 2024.

New Potomac Partners held 235 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $14.7K as of Q3 2024.
State Street SPDR S&P Emerging Markets Small Cap ETF was a new New Potomac Partners position in Q3 2024.
State Street SPDR S&P Emerging Markets Small Cap ETF made up 0.01% of New Potomac Partners's portfolio in Q3 2024, its #143 holding.
170 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q3 2024.

Based on New Potomac Partners's 13F filing for Q3 2024, filed 8 Nov 2024.