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

Tompkins Financial’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
2020 Q1	–	Sell	-100	Closed	-$5K	–	422
2019 Q4	$5K	Hold	100	–	–	﹤0.01%	368
2019 Q3	$4K	Hold	100	–	–	﹤0.01%	333
2019 Q2	$4K	Hold	100	–	–	﹤0.01%	338
2019 Q1	$4K	Buy	+100	New	+$4.37K	﹤0.01%	374

Other funds holding EWX

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BRWM

B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tompkins Financial's EWX Position: Q1 2020 in Review

Tompkins Financial sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q1 2020, closing a stake of 100 shares — an estimated $5K sold.

Tompkins Financial first reported a position in EWX in Q1 2019 and held it in 4 quarters. The position peaked at $5K in Q4 2019. 114 funds tracked by Wall St. Rank hold EWX as of Q1 2020.

Tompkins Financial reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q1 2020 after selling out during the quarter.
Tompkins Financial sold 100 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q1 2020, an estimated $5K.
Tompkins Financial first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q1 2019 and held it in 4 quarters.
Tompkins Financial's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $5K in Q4 2019.
114 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q1 2020.

Based on Tompkins Financial's 13F filing for Q1 2020, filed 22 Apr 2020.