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

Raleigh 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
2024 Q2	–	Sell	-135	Closed	-$7.53K	–	1000
2024 Q1	$7.53K	Buy	+135	New	+$7.48K	﹤0.01%	595
2023 Q1	–	Sell	-432	Closed	-$21.2K	–	859
2022 Q4	$21.2K	Buy	432 +6	+1%	+$288	0.01%	313
2022 Q3	$19K	Hold	426	–	–	0.01%	290
2022 Q2	$21K	Buy	426 +5	+1%	+$263	0.01%	293
2022 Q1	$24K	Hold	421	–	–	0.01%	284
2021 Q4	$25K	Buy	+421	New	+$25K	0.03%	155

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

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

EWM

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

Raleigh Capital Management's EWX Position: Q2 2024 in Review

Raleigh Capital Management sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q2 2024, closing a stake of 135 shares — an estimated $7.53K sold.

Raleigh Capital Management first reported a position in EWX in Q4 2021 and held it in 6 quarters. The position peaked at $25K in Q4 2021. 161 funds tracked by Wall St. Rank hold EWX as of Q2 2024.

Raleigh Capital Management reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q2 2024 after selling out during the quarter.
Raleigh Capital Management sold 135 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q2 2024, an estimated $7.53K.
Raleigh Capital Management first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2021 and held it in 6 quarters.
Raleigh Capital Management's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $25K in Q4 2021.
161 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2024.

Based on Raleigh Capital Management's 13F filing for Q2 2024, filed 31 Jul 2024.