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

Walkner Condon Financial Advisors’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
Q1 		– Sell
-4,648
Closed -$262K – 269
2023
Q4 		$262K Sell
4,648
-17,105
-79% -$926K 0.06% 225
2023
Q3 		$1.16M Buy
21,753
+3
+0% +$161 0.31% 73
2023
Q2 		$1.14M Sell
21,750
-355
-2% -$18.3K 0.3% 74
2023
Q1 		$1.12M Buy
22,105
+854
+4% +$43.4K 0.31% 72
2022
Q4 		$1.04M Buy
21,251
+346
+2% +$16.6K 0.31% 67
2022
Q3 		$952K Buy
20,905
+858
+4% +$41.9K 0.31% 75
2022
Q2 		$975K Sell
20,047
-31
-0.2% -$1.63K 0.31% 71
2022
Q1 		$1.14M Buy
+20,078
New +$1.14M 0.32% 69
2021
Q4 		– Sell
-18,101
Closed -$1.05M – 131
2021
Q3 		$1.05M Buy
18,101
+1,766
+11% +$106K 0.52% 43
2021
Q2 		$994K Sell
16,335
-3,644
-18% -$213K 0.36% 58
2021
Q1 		$1.11M Sell
19,979
-3,576
-15% -$193K 0.43% 55
2020
Q4 		$1.22M Buy
23,555
+686
+3% +$33K 0.52% 44
2020
Q3 		$1.01M Sell
22,869
-126
-0.5% -$5.6K 0.54% 44
2020
Q2 		$939K Sell
22,995
-1,338
-5% -$50.1K 0.83% 20
2020
Q1 		$806K Buy
24,333
+5,245
+27% +$219K 0.86% 19
2019
Q4 		$879K Buy
+19,088
New +$853K 0.85% 23

Other funds holding EWX

Creative Planning
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
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
AWM
Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Walkner Condon Financial Advisors's EWX Position: Q1 2024 in Review

Walkner Condon Financial Advisors sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q1 2024, closing a stake of 4,648 shares — an estimated $262K sold.

Walkner Condon Financial Advisors first reported a position in EWX in Q4 2019 and held it in 16 quarters. The position peaked at $1.22M in Q4 2020. 163 funds tracked by Wall St. Rank hold EWX as of Q1 2024.

  • Walkner Condon Financial Advisors reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q1 2024 after selling out during the quarter.
  • Walkner Condon Financial Advisors sold 4,648 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q1 2024, an estimated $262K.
  • Walkner Condon Financial Advisors first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2019 and held it in 16 quarters.
  • Walkner Condon Financial Advisors's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $1.22M in Q4 2020.
  • 163 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q1 2024.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.