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Raymond James Financial Services Advisors’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$1.08M Buy
17,234
+9,383
+120% +$546K ﹤0.01% 2119
2024
Q2 		$455K Buy
7,851
+1,631
+26% +$93.5K ﹤0.01% 2609
2024
Q1 		$347K Buy
+6,220
New +$345K ﹤0.01% 2752
2022
Q4 		– Sell
-7,908
Closed -$360K – 3307
2022
Q3 		$360K Sell
7,908
-450
-5% -$22K ﹤0.01% 2467
2022
Q2 		$407K Buy
8,358
+973
+13% +$51.2K ﹤0.01% 2406
2022
Q1 		$419K Buy
7,385
+479
+7% +$27.3K ﹤0.01% 2480
2021
Q4 		$410K Buy
6,906
+963
+16% +$57.2K ﹤0.01% 2507
2021
Q3 		$349K Sell
5,943
-3,915
-40% -$235K ﹤0.01% 2590
2021
Q2 		$604K Buy
9,858
+130
+1% +$7.61K ﹤0.01% 2260
2021
Q1 		$539K Sell
9,728
-371
-4% -$20K ﹤0.01% 2240
2020
Q4 		$521K Buy
10,099
+371
+4% +$17.8K ﹤0.01% 2121
2020
Q3 		$432K Buy
9,728
+358
+4% +$15.9K ﹤0.01% 2061
2020
Q2 		$383K Buy
9,370
+1,550
+20% +$58.1K ﹤0.01% 2086
2020
Q1 		$259K Sell
7,820
-3,617
-32% -$151K ﹤0.01% 1929
2019
Q4 		$527K Sell
11,437
-2,276
-17% -$102K ﹤0.01% 1946
2019
Q3 		$596K Sell
13,713
-453
-3% -$20K ﹤0.01% 1788
2019
Q2 		$633K Sell
14,166
-428
-3% -$18.9K ﹤0.01% 1770
2019
Q1 		$650K Buy
14,594
+23
+0.2% +$1K ﹤0.01% 1713
2018
Q4 		$597K Buy
14,571
+2,396
+20% +$101K ﹤0.01% 1553
2018
Q3 		$545K Sell
12,175
-336
-3% -$15.6K ﹤0.01% 1846
2018
Q2 		$594K Buy
12,511
+1,198
+11% +$60.7K ﹤0.01% 1761
2018
Q1 		$594K Buy
11,313
+309
+3% +$16.4K ﹤0.01% 1622
2017
Q4 		$572K Buy
11,004
+926
+9% +$46.9K ﹤0.01% 1632
2017
Q3 		$499K Sell
10,078
-23
-0.2% -$1.12K ﹤0.01% 1718
2017
Q2 		$471K Sell
10,101
-85
-0.8% -$3.92K ﹤0.01% 1710
2017
Q1 		$462K Sell
10,186
-285
-3% -$12.4K ﹤0.01% 1619
2016
Q4 		$416K Buy
10,471
+1,854
+22% +$77.1K ﹤0.01% 1625
2016
Q3 		$372K Sell
8,617
-770
-8% -$32.3K ﹤0.01% 1658
2016
Q2 		$369K Sell
9,387
-752
-7% -$29K ﹤0.01% 1592
2016
Q1 		$394K Sell
10,139
-2,386
-19% -$86.2K ﹤0.01% 1384
2015
Q4 		$472K Buy
+12,525
New +$487K 0.01% 1225

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
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 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
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.5B AUM 19.48% 1-Year Est. Return

Raymond James Financial Services Advisors's EWX Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) stake by 120% in Q3 2024, buying an estimated $546K and bringing the position to 17,234 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #2119.

Raymond James Financial Services Advisors first reported a position in EWX in Q4 2015 and has held it in 31 quarters since. 170 funds tracked by Wall St. Rank hold EWX as of Q3 2024.

  • Raymond James Financial Services Advisors held 17,234 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $1.08M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 9,383 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q3 2024, an estimated $546K.
  • State Street SPDR S&P Emerging Markets Small Cap ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2119 holding.
  • Raymond James Financial Services Advisors first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2015 and has held it in 31 quarters since.
  • 170 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.