OCM
EWX icon

Osbon Capital Management’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Osbon Capital 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
2019
Q2 		$200K Buy
+4,467
New +$197K 0.21% 49

Other funds holding EWX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RRC
Relaxing Retirement Coach Wellesley, Massachusetts $332M AUM 11.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
JGUA
John G. Ullman & Associates Corning, New York $754M AUM 60.05% 1-Year Est. Return

Osbon Capital Management's EWX Position: Q2 2019 in Review

Osbon Capital Management opened a new position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q2 2019: 4,467 shares worth $200K. The stake represents 0.21% of the portfolio and ranks #49 among its holdings.

120 funds tracked by Wall St. Rank hold EWX as of Q2 2019.

  • Osbon Capital Management held 4,467 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $200K as of Q2 2019.
  • State Street SPDR S&P Emerging Markets Small Cap ETF was a new Osbon Capital Management position in Q2 2019.
  • State Street SPDR S&P Emerging Markets Small Cap ETF made up 0.21% of Osbon Capital Management's portfolio in Q2 2019, its #49 holding.
  • 120 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2019.

Based on Osbon Capital Management's 13F filing for Q2 2019, filed 14 Aug 2019.