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Orion Portfolio Solutions’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Orion Portfolio Solutions’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
2020
Q3 		– Sell
-12
Closed – – 924
2020
Q2 		$0 Hold
12
– – ﹤0.01% 2255
2020
Q1 		$0 Buy
+12
New +$502 ﹤0.01% 2015

Other funds holding EWX

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Orion Portfolio Solutions's EWX Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q3 2020, closing a stake of 12 shares.

Orion Portfolio Solutions first reported a position in EWX in Q1 2020 and held it in 2 quarters. The position peaked at $0 in Q2 2020. 107 funds tracked by Wall St. Rank hold EWX as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 12 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q3 2020.
  • Orion Portfolio Solutions first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q1 2020 and held it in 2 quarters.
  • Orion Portfolio Solutions's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $0 in Q2 2020.
  • 107 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.