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

Resonant Capital 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
2023
Q2 		– Sell
-59,545
Closed -$3.02M – 270
2023
Q1 		$3.02M Buy
+59,545
New +$3.03M 0.34% 74

Other funds holding EWX

Creative Planning
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
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
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
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

Resonant Capital Advisors's EWX Position: Q2 2023 in Review

Resonant Capital Advisors sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q2 2023, closing a stake of 59,545 shares — an estimated $3.02M sold.

Resonant Capital Advisors first reported a position in EWX in Q1 2023 and held it in 1 quarter. The position peaked at $3.02M in Q1 2023. 135 funds tracked by Wall St. Rank hold EWX as of Q2 2023.

  • Resonant Capital Advisors reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q2 2023 after selling out during the quarter.
  • Resonant Capital Advisors sold 59,545 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q2 2023, an estimated $3.02M.
  • Resonant Capital Advisors first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q1 2023 and held it in 1 quarter.
  • Resonant Capital Advisors's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $3.02M in Q1 2023.
  • 135 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2023.

Based on Resonant Capital Advisors's 13F filing for Q2 2023, filed 25 Jul 2023.