Plante Moran Financial Advisors’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Plante Moran Financial Advisors’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
2025 Q1	–	Sell	-4	Closed	-$234	–	847
2024 Q4	$234	Hold	4	–	–	﹤0.01%	885
2024 Q3	$250	Buy	+4	New	+$233	﹤0.01%	849
2018 Q1	–	Sell	-252	Closed	-$13K	–	965
2017 Q4	$13K	Buy	+252	New	+$12.8K	0.01%	557
2016 Q1	–	Sell	-580	Closed	-$22K	–	905
2015 Q4	$22K	Buy	+580	New	+$22.6K	0.02%	427

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Plante Moran Financial Advisors's EWX Position: Q1 2025 in Review

Plante Moran Financial Advisors sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q1 2025, closing a stake of 4 shares — an estimated $234 sold.

Plante Moran Financial Advisors first reported a position in EWX in Q4 2015 and held it in 4 quarters. The position peaked at $22K in Q4 2015. 158 funds tracked by Wall St. Rank hold EWX as of Q1 2025.

Plante Moran Financial Advisors reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q1 2025 after selling out during the quarter.
Plante Moran Financial Advisors sold 4 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q1 2025, an estimated $234.
Plante Moran Financial Advisors first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2015 and held it in 4 quarters.
Plante Moran Financial Advisors's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $22K in Q4 2015.
158 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q1 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.