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

Valmark Advisers’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 Q4	–	Sell	-7,631	Closed	-$476K	–	601
2024 Q3	$476K	Sell	7,631 -73	-0.9%	-$4.25K	0.01%	416
2024 Q2	$446K	Sell	7,704 -49	-0.6%	-$2.81K	0.01%	413
2024 Q1	$433K	Sell	7,753 -184	-2%	-$10.2K	0.01%	404
2023 Q4	$448K	Buy	+7,937	New	+$430K	0.01%	364
2023 Q3	–	Sell	-8,832	Closed	-$464K	–	474
2023 Q2	$464K	Buy	+8,832	New	+$455K	0.01%	344

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

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

EWM

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

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

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

Valmark Advisers's EWX Position: Q4 2024 in Review

Valmark Advisers sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q4 2024, closing a stake of 7,631 shares — an estimated $476K sold.

Valmark Advisers first reported a position in EWX in Q2 2023 and held it in 5 quarters. The position peaked at $476K in Q3 2024. 171 funds tracked by Wall St. Rank hold EWX as of Q4 2024.

Valmark Advisers reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q4 2024 after selling out during the quarter.
Valmark Advisers sold 7,631 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q4 2024, an estimated $476K.
Valmark Advisers first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q2 2023 and held it in 5 quarters.
Valmark Advisers's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $476K in Q3 2024.
171 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q4 2024.

Based on Valmark Advisers's 13F filing for Q4 2024, filed 30 Jan 2025.