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Retirement Group’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Retirement Group’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
Q1 		$11.2K Hold
200
– – ﹤0.01% 450
2023
Q4 		$11.3K Buy
+200
New +$10.8K ﹤0.01% 427

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
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
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Retirement Group's EWX Position: Q1 2024 in Review

Retirement Group held its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) position steady in Q1 2024 at 200 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #450.

Retirement Group first reported a position in EWX in Q4 2023 and has held it in 2 quarters since. The position peaked at $11.3K in Q4 2023. 163 funds tracked by Wall St. Rank hold EWX as of Q1 2024.

  • Retirement Group held 200 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $11.2K as of Q1 2024.
  • Retirement Group left its State Street SPDR S&P Emerging Markets Small Cap ETF share count unchanged in Q1 2024.
  • State Street SPDR S&P Emerging Markets Small Cap ETF made up ﹤0.01% of Retirement Group's portfolio in Q1 2024, its #450 holding.
  • Retirement Group first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2023 and has held it in 2 quarters since.
  • Retirement Group's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $11.3K in Q4 2023.
  • 163 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.