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

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-10
Closed – – 882
2022
Q2 		$0 Buy
+10
New +$526 ﹤0.01% 2055
2022
Q1 		– Sell
-500
Closed -$30K – 2102
2021
Q4 		$30K Hold
500
– – 0.01% 1058
2021
Q3 		$29K Sell
500
-200
-29% -$12K 0.01% 1060
2021
Q2 		$43K Sell
700
-9
-1% -$527 0.01% 890
2021
Q1 		$39K Buy
709
+509
+255% +$27.5K 0.01% 848
2020
Q4 		$10K Buy
200
+194
+3,233% +$9.32K ﹤0.01% 1211
2020
Q3 		$0 Hold
6
– – ﹤0.01% 1719
2020
Q2 		$0 Sell
6
-43
-88% -$1.61K ﹤0.01% 1702
2020
Q1 		$2K Sell
49
-69
-58% -$2.88K ﹤0.01% 1294
2019
Q4 		$5K Sell
118
-11
-9% -$491 ﹤0.01% 972
2019
Q3 		$6K Hold
129
– – ﹤0.01% 892
2019
Q2 		$6K Sell
129
-14
-10% -$617 ﹤0.01% 894
2019
Q1 		$6K Buy
143
+9
+7% +$393 ﹤0.01% 802
2018
Q4 		$5K Sell
134
-68
-34% -$2.87K ﹤0.01% 728
2018
Q3 		$9K Buy
202
+131
+185% +$6.1K 0.01% 643
2018
Q2 		$3K Sell
71
-188
-73% -$9.52K ﹤0.01% 520
2018
Q1 		$13K Buy
259
+188
+265% +$9.98K 0.01% 553
2017
Q4 		$4K Hold
71
– – ﹤0.01% 765
2017
Q3 		$4K Hold
71
– – ﹤0.01% 729
2017
Q2 		$3K Buy
71
+20
+39% +$923 ﹤0.01% 762
2017
Q1 		$2K Hold
51
– – ﹤0.01% 759
2016
Q4 		$2K Buy
+51
New +$2.12K ﹤0.01% 689

Other funds holding EWX

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Patriot Financial Group Insurance Agency's EWX Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q3 2022, closing a stake of 10 shares.

Patriot Financial Group Insurance Agency first reported a position in EWX in Q4 2016 and held it in 22 quarters. The position peaked at $43K in Q2 2021. 122 funds tracked by Wall St. Rank hold EWX as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 10 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q3 2022.
  • Patriot Financial Group Insurance Agency first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2016 and held it in 22 quarters.
  • Patriot Financial Group Insurance Agency's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $43K in Q2 2021.
  • 122 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.