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

Tucker Asset 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	-37	Closed	-$1.94K	–	1438
2023 Q2	$1.94K	Hold	37	–	–	﹤0.01%	858
2023 Q1	$1.87K	Buy	37 +17	+85%	+$864	﹤0.01%	904
2022 Q4	$983	Sell	20 -2	-9%	-$96	﹤0.01%	644
2022 Q3	$1K	Buy	+22	New	+$1.08K	﹤0.01%	668

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

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

Tucker Asset Management's EWX Position: Q3 2023 in Review

Tucker Asset Management sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q3 2023, closing a stake of 37 shares — an estimated $1.94K sold.

Tucker Asset Management first reported a position in EWX in Q3 2022 and held it in 4 quarters. The position peaked at $1.94K in Q2 2023. 140 funds tracked by Wall St. Rank hold EWX as of Q3 2023.

Tucker Asset 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.
Tucker Asset Management sold 37 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q3 2023, an estimated $1.94K.
Tucker Asset Management first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q3 2022 and held it in 4 quarters.
Tucker Asset Management's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $1.94K 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 Tucker Asset Management's 13F filing for Q3 2023, filed 4 Dec 2023.