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

Reston Wealth 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
Q4 		– Sell
-113
Closed -$7.05K – 185
2024
Q3 		$7.05K Buy
+113
New +$6.58K ﹤0.01% 276

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 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 $156B AUM 27.51% 1-Year Est. Return

Reston Wealth Management's EWX Position: Q4 2024 in Review

Reston Wealth Management sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q4 2024, closing a stake of 113 shares — an estimated $7.05K sold.

Reston Wealth Management first reported a position in EWX in Q3 2024 and held it in 1 quarter. The position peaked at $7.05K in Q3 2024. 171 funds tracked by Wall St. Rank hold EWX as of Q4 2024.

  • Reston Wealth Management reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q4 2024 after selling out during the quarter.
  • Reston Wealth Management sold 113 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q4 2024, an estimated $7.05K.
  • Reston Wealth Management first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q3 2024 and held it in 1 quarter.
  • Reston Wealth Management's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $7.05K in Q3 2024.
  • 171 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.