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

Veridan Wealth’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
-27,136
Closed -$1.55M – 81
2024
Q4 		$1.55M Buy
+27,136
New +$1.66M 0.73% 35

Other funds holding EWX

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Veridan Wealth's EWX Position: Q1 2025 in Review

Veridan Wealth sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q1 2025, closing a stake of 27,136 shares — an estimated $1.55M sold.

Veridan Wealth first reported a position in EWX in Q4 2024 and held it in 1 quarter. The position peaked at $1.55M in Q4 2024. 158 funds tracked by Wall St. Rank hold EWX as of Q1 2025.

  • Veridan Wealth reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Veridan Wealth sold 27,136 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q1 2025, an estimated $1.55M.
  • Veridan Wealth first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2024 and held it in 1 quarter.
  • Veridan Wealth's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $1.55M in Q4 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 Veridan Wealth's 13F filing for Q1 2025, filed 22 Apr 2025.