Sigma Planning Corp’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Sigma Planning Corp’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	-5,196	Closed	-$263K	–	1259
2023 Q1	$263K	Buy	5,196 +27	+0.5%	+$1.37K	0.01%	1051
2022 Q4	$253K	Sell	5,169 -109	-2%	-$5.23K	0.01%	1040
2022 Q3	$241K	Sell	5,278 -506	-9%	-$24.7K	0.01%	1036
2022 Q2	$281K	Buy	+5,784	New	+$304K	0.01%	1024

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

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWM

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

Sigma Planning Corp's EWX Position: Q2 2023 in Review

Sigma Planning Corp sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q2 2023, closing a stake of 5,196 shares — an estimated $263K sold.

Sigma Planning Corp first reported a position in EWX in Q2 2022 and held it in 4 quarters. The position peaked at $281K in Q2 2022. 135 funds tracked by Wall St. Rank hold EWX as of Q2 2023.

Sigma Planning Corp reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q2 2023 after selling out during the quarter.
Sigma Planning Corp sold 5,196 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q2 2023, an estimated $263K.
Sigma Planning Corp first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q2 2022 and held it in 4 quarters.
Sigma Planning Corp's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $281K in Q2 2022.
135 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2023.

Based on Sigma Planning Corp's 13F filing for Q2 2023, filed 2 Aug 2023.