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

Rise 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 Q1	–	Sell	-111	Closed	-$6.27K	–	1274
2023 Q4	$6.27K	Buy	111 +2	+2%	+$108	﹤0.01%	364
2023 Q3	$5.86K	Sell	109 -258	-70%	-$13.9K	﹤0.01%	363
2023 Q2	$19.3K	Buy	367 +4	+1%	+$206	0.01%	243
2023 Q1	$18.4K	Hold	363	–	–	0.01%	263
2022 Q4	$17.8K	Buy	363 +6	+2%	+$288	0.01%	262
2022 Q3	$16K	Hold	357	–	–	0.01%	273
2022 Q2	$17K	Buy	357 +4	+1%	+$210	0.02%	261
2022 Q1	$20K	Hold	353	–	–	0.02%	242
2021 Q4	$20.9K	Buy	+353	New	+$21K	0.02%	244

Other funds holding EWX

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 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

AWM

Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 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

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

Rise Advisors's EWX Position: Q1 2024 in Review

Rise Advisors sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q1 2024, closing a stake of 111 shares — an estimated $6.27K sold.

Rise Advisors first reported a position in EWX in Q4 2021 and held it in 9 quarters. The position peaked at $20.9K in Q4 2021. 163 funds tracked by Wall St. Rank hold EWX as of Q1 2024.

Rise Advisors reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q1 2024 after selling out during the quarter.
Rise Advisors sold 111 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q1 2024, an estimated $6.27K.
Rise Advisors first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2021 and held it in 9 quarters.
Rise Advisors's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $20.9K in Q4 2021.
163 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q1 2024.

Based on Rise Advisors's 13F filing for Q1 2024, filed 9 Apr 2024.