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

SFG 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
2023 Q3	–	Sell	-12,620	Closed	-$663K	–	97
2023 Q2	$663K	Buy	+12,620	New	+$651K	0.56%	33

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 $776M AUM 43.59% 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

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

SFG Wealth Management's EWX Position: Q3 2023 in Review

SFG Wealth Management sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q3 2023, closing a stake of 12,620 shares — an estimated $663K sold.

SFG Wealth Management first reported a position in EWX in Q2 2023 and held it in 1 quarter. The position peaked at $663K in Q2 2023. 140 funds tracked by Wall St. Rank hold EWX as of Q3 2023.

SFG Wealth Management reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q3 2023 after selling out during the quarter.
SFG Wealth Management sold 12,620 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q3 2023, an estimated $663K.
SFG Wealth Management first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q2 2023 and held it in 1 quarter.
SFG Wealth Management's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $663K in Q2 2023.
140 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q3 2023.

Based on SFG Wealth Management's 13F filing for Q3 2023, filed 19 Oct 2023.