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

Next Financial 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
2021 Q4	$21K	Buy	353 +33	+10%	+$1.96K	﹤0.01%	1858
2021 Q3	$19K	Buy	320 +46	+17%	+$2.76K	﹤0.01%	1816
2021 Q2	$17K	Buy	274 +15	+6%	+$879	﹤0.01%	1805
2021 Q1	$14K	Buy	259 +100	+63%	+$5.4K	﹤0.01%	1761
2020 Q4	$8K	Buy	+159	New	+$7.64K	﹤0.01%	1841
2020 Q2	–	Sell	-15	Closed	–	–	992
2020 Q1	$0	Sell	15 -8	-35%	-$334	﹤0.01%	2201
2019 Q4	$1K	Sell	23 -50	-68%	-$2.23K	﹤0.01%	2266
2019 Q3	$3K	Sell	73 -71	-49%	-$3.13K	﹤0.01%	2008
2019 Q2	$6K	Hold	144	–	–	﹤0.01%	1827
2019 Q1	$6K	Sell	144 -315	-69%	-$13.8K	﹤0.01%	1216
2018 Q4	$19K	Buy	+459	New	+$19.4K	﹤0.01%	1109
2017 Q3	–	Sell	-70	Closed	-$3K	–	1804
2017 Q2	$3K	Buy	+70	New	+$3.23K	﹤0.01%	1659
2016 Q4	–	Sell	-119	Closed	-$5K	–	2417
2016 Q3	$5K	Buy	+119	New	+$4.99K	﹤0.01%	1924
2015 Q4	–	Sell	-200	Closed	-$7K	–	1826
2015 Q3	$7K	Hold	200	–	–	﹤0.01%	1318
2015 Q2	$9K	Hold	200	–	–	﹤0.01%	1296
2015 Q1	$8K	Hold	200	–	–	﹤0.01%	1329
2014 Q4	$9K	Buy	200 +81	+68%	+$3.74K	﹤0.01%	1279
2014 Q3	$6K	Buy	+119	New	+$6K	﹤0.01%	1974

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

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

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

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

EWM

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

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

Cassaday & Co Mclean, Virginia $1.06B AUM 17.6% 1-Year Est. Return

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

Next Financial Group's EWX Position: Q4 2021 in Review

Next Financial Group increased its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) stake by 10% in Q4 2021, buying an estimated $1.96K and bringing the position to 353 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #1858.

Next Financial Group first reported a position in EWX in Q3 2014 and has held it in 18 quarters since. 131 funds tracked by Wall St. Rank hold EWX as of Q4 2021.

Next Financial Group held 353 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $21K as of Q4 2021.
Next Financial Group bought 33 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q4 2021, an estimated $1.96K.
State Street SPDR S&P Emerging Markets Small Cap ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1858 holding.
Next Financial Group first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q3 2014 and has held it in 18 quarters since.
131 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.