Prestige Wealth Management Group’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Prestige Wealth Management 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
2024 Q1	–	Sell	-21	Closed	-$1.19K	–	1029
2023 Q4	$1.19K	Hold	21	–	–	﹤0.01%	845
2023 Q3	$1.12K	Hold	21	–	–	﹤0.01%	864
2023 Q2	$1.1K	Hold	21	–	–	﹤0.01%	897
2023 Q1	$1.06K	Hold	21	–	–	﹤0.01%	879
2022 Q4	$1.03K	Hold	21	–	–	﹤0.01%	968
2022 Q3	$1K	Hold	21	–	–	﹤0.01%	835
2022 Q2	$1K	Hold	21	–	–	﹤0.01%	844
2022 Q1	$1K	Hold	21	–	–	﹤0.01%	868
2021 Q4	$1K	Sell	21 -36	-63%	-$2.14K	﹤0.01%	892
2021 Q3	$3K	Hold	57	–	–	﹤0.01%	726
2021 Q2	$3K	Hold	57	–	–	﹤0.01%	723
2021 Q1	$3K	Hold	57	–	–	﹤0.01%	718
2020 Q4	$3K	Hold	57	–	–	﹤0.01%	684
2020 Q3	$3K	Sell	57 -19	-25%	-$844	﹤0.01%	615
2020 Q2	$3K	Hold	76	–	–	﹤0.01%	598
2020 Q1	$3K	Sell	76 -7,855	-99%	-$328K	﹤0.01%	569
2019 Q4	$365K	Buy	7,931 +103	+1%	+$4.6K	0.2%	80
2019 Q3	$340K	Buy	7,828 +282	+4%	+$12.4K	0.2%	75
2019 Q2	$338K	Sell	7,546 -9,090	-55%	-$401K	0.2%	77
2019 Q1	$742K	Buy	16,636 +836	+5%	+$36.5K	0.46%	40
2018 Q4	$647K	Buy	+15,800	New	+$666K	0.48%	41

Other funds holding EWX

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 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

AWM

Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

EWM

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

Prestige Wealth Management Group's EWX Position: Q1 2024 in Review

Prestige Wealth Management Group sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q1 2024, closing a stake of 21 shares — an estimated $1.19K sold.

Prestige Wealth Management Group first reported a position in EWX in Q4 2018 and held it in 21 quarters. The position peaked at $742K in Q1 2019. 163 funds tracked by Wall St. Rank hold EWX as of Q1 2024.

Prestige Wealth Management Group reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q1 2024 after selling out during the quarter.
Prestige Wealth Management Group sold 21 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q1 2024, an estimated $1.19K.
Prestige Wealth Management Group first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2018 and held it in 21 quarters.
Prestige Wealth Management Group's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $742K in Q1 2019.
163 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q1 2024.

Based on Prestige Wealth Management Group's 13F filing for Q1 2024, filed 26 Apr 2024.