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

Venturi 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
2025 Q1	–	Sell	-177	Closed	-$10.4K	–	979
2024 Q4	$10.4K	Sell	177 -180	-50%	-$11K	﹤0.01%	1423
2024 Q3	$22.3K	Sell	357 -1,374	-79%	-$80K	﹤0.01%	988
2024 Q2	$100K	Sell	1,731 -110,257	-98%	-$6.32M	0.01%	504
2024 Q1	$6.25M	Buy	111,988 +8,138	+8%	+$451K	0.4%	58
2023 Q4	$5.86M	Buy	103,850 +586	+0.6%	+$31.7K	0.41%	52
2023 Q3	$5.52M	Buy	+103,264	New	+$5.56M	0.43%	49

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

EWM

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Venturi Wealth Management's EWX Position: Q1 2025 in Review

Venturi Wealth Management sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q1 2025, closing a stake of 177 shares — an estimated $10.4K sold.

Venturi Wealth Management first reported a position in EWX in Q3 2023 and held it in 6 quarters. The position peaked at $6.25M in Q1 2024. 158 funds tracked by Wall St. Rank hold EWX as of Q1 2025.

Venturi Wealth Management reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q1 2025 after selling out during the quarter.
Venturi Wealth Management sold 177 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q1 2025, an estimated $10.4K.
Venturi Wealth Management first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q3 2023 and held it in 6 quarters.
Venturi Wealth Management's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $6.25M in Q1 2024.
158 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.