New York Life Investment Management’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

New York Life Investment Management’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	-1,555,765	Closed	-$86.8M	–	1018
2024 Q1	$86.8M	Sell	1,555,765 -248,602	-14%	-$13.8M	0.86%	21
2023 Q4	$102M	Buy	1,804,367 +11,547	+0.6%	+$625K	1.04%	19
2023 Q3	$95.9M	Sell	1,792,820 -189,691	-10%	-$10.2M	1.04%	20
2023 Q2	$104M	Buy	1,982,511 +1,700,109	+602%	+$87.7M	1.08%	17
2023 Q1	$14.3M	Sell	282,402 -179,937	-39%	-$9.15M	0.16%	139
2022 Q4	$22.6M	Buy	462,339 +37,961	+9%	+$1.82M	0.26%	81
2022 Q3	$19.3M	Sell	424,378 -44,644	-10%	-$2.18M	0.23%	88
2022 Q2	$22.8M	Buy	+469,022	New	+$24.7M	0.26%	75
2019 Q2	–	Sell	-245,388	Closed	-$10.9M	–	24
2019 Q1	$10.9M	Sell	245,388 -31,761	-11%	-$1.39M	0.84%	13
2018 Q4	$11.4M	Buy	277,149 +20,452	+8%	+$863K	0.85%	13
2018 Q3	$11.5M	Buy	256,697 +15,096	+6%	+$703K	0.78%	12
2018 Q2	$11.5M	Buy	241,601 +5,183	+2%	+$262K	0.66%	11
2018 Q1	$12.4M	Buy	236,418 +8,892	+4%	+$472K	0.76%	13
2017 Q4	$11.8M	Buy	227,526 +4,906	+2%	+$248K	0.82%	20
2017 Q3	$11M	Buy	222,620 +41,900	+23%	+$2.04M	0.89%	22
2017 Q2	$8.43M	Buy	180,720 +14,732	+9%	+$680K	0.77%	22
2017 Q1	$7.53M	Sell	165,988 -11,042	-6%	-$480K	0.94%	20
2016 Q4	$7.03M	Buy	177,030 +11,186	+7%	+$465K	0.81%	21
2016 Q3	$7.16M	Sell	165,844 -41,829	-20%	-$1.75M	0.78%	22
2016 Q2	$8.17M	Sell	207,673 -7,352	-3%	-$283K	0.91%	26
2016 Q1	$8.36M	Buy	215,025 +6,702	+3%	+$242K	1.25%	24
2015 Q4	$7.86M	Sell	208,323 -10,311	-5%	-$401K	1.17%	27
2015 Q3	$8.08M	Buy	218,634 +16,950	+8%	+$676K	0.76%	37
2015 Q2	$9.08M	Buy	201,684 +46,744	+30%	+$2.2M	1.03%	28
2015 Q1	$6.93M	Buy	154,940 +27,541	+22%	+$1.23M	0.78%	36
2014 Q4	$5.65M	Buy	+127,399	New	+$5.89M	0.68%	43

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

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

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 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 York Life Investment Management's EWX Position: Q2 2024 in Review

New York Life Investment Management sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q2 2024, closing a stake of 1,555,765 shares — an estimated $86.8M sold.

New York Life Investment Management first reported a position in EWX in Q4 2014 and held it in 26 quarters. The position peaked at $104M in Q2 2023. 161 funds tracked by Wall St. Rank hold EWX as of Q2 2024.

New York Life Investment Management reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q2 2024 after selling out during the quarter.
New York Life Investment Management sold 1,555,765 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q2 2024, an estimated $86.8M.
New York Life Investment Management first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2014 and held it in 26 quarters.
New York Life Investment Management's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $104M in Q2 2023.
161 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2024.

Based on New York Life Investment Management's 13F filing for Q2 2024, filed 5 Aug 2024.