Private Wealth Advisors (California)’s State Street SPDR S&P Emerging Markets ex-China ETF XCNY Stock Holding History

Private Wealth Advisors (California)’s Portfolio XCNY Stock Details XCNY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$562K	Sell	19,530 -6,407	-25%	-$190K	0.16%	77
2025 Q4	$729K	Hold	25,937	–	–	0.23%	65
2025 Q3	$708K	Hold	25,937	–	–	0.24%	64
2025 Q2	$674K	Sell	25,937 -664	-2%	-$16.2K	0.25%	61
2025 Q1	$620K	Hold	26,601	–	–	0.22%	60
2024 Q4	$638K	Buy	+26,601	New	+$665K	0.25%	58

Other funds holding XCNY

Montag & Associates Atlanta, Georgia $2.15B AUM 20.86% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

RWRC

R.W. Roge & Company Bohemia, New York $210M AUM 18.75% 1-Year Est. Return

JFGIW

Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return

KFAS

Keating Financial Advisory Services Manhattan, Kansas $619M AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Private Wealth Advisors (California)'s XCNY Position: Q1 2026 in Review

Private Wealth Advisors (California) reduced its State Street SPDR S&P Emerging Markets ex-China ETF (XCNY) stake by 25% in Q1 2026, selling an estimated $190K and leaving 19,530 shares worth $562K. The position accounts for 0.16% of the portfolio, ranked #77.

Private Wealth Advisors (California) first reported a position in XCNY in Q4 2024 and has held it in 6 quarters since. The position peaked at $729K in Q4 2025. 8 funds tracked by Wall St. Rank hold XCNY as of Q1 2026.

Private Wealth Advisors (California) held 19,530 shares of State Street SPDR S&P Emerging Markets ex-China ETF worth $562K as of Q1 2026.
Private Wealth Advisors (California) sold 6,407 State Street SPDR S&P Emerging Markets ex-China ETF shares in Q1 2026, an estimated $190K.
State Street SPDR S&P Emerging Markets ex-China ETF made up 0.16% of Private Wealth Advisors (California)'s portfolio in Q1 2026, its #77 holding.
Private Wealth Advisors (California) first reported a position in State Street SPDR S&P Emerging Markets ex-China ETF in Q4 2024 and has held it in 6 quarters since.
Private Wealth Advisors (California)'s State Street SPDR S&P Emerging Markets ex-China ETF position peaked at $729K in Q4 2025.
8 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets ex-China ETF as of Q1 2026.

Based on Private Wealth Advisors (California)'s 13F filing for Q1 2026, filed 13 May 2026.