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

Wealthcare Capital 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 Q4	–	Sell	-4,542	Closed	-$243K	–	83
2023 Q3	$243K	Sell	4,542 -552	-11%	-$29.7K	0.03%	68
2023 Q2	$267K	Buy	5,094 +685	+16%	+$35.3K	0.03%	65
2023 Q1	$223K	Buy	+4,409	New	+$224K	0.03%	66
2022 Q2	–	Sell	-4,097	Closed	-$232K	–	70
2022 Q1	$232K	Buy	4,097 +421	+11%	+$24K	0.02%	71
2021 Q4	$218K	Buy	3,676 +209	+6%	+$12.4K	0.02%	80
2021 Q3	$203K	Buy	+3,467	New	+$208K	0.02%	76
2021 Q2	–	Sell	-3,141	Closed	-$174K	–	274
2021 Q1	$174K	Buy	+3,141	New	+$170K	0.02%	75
2020 Q2	–	Sell	-3,508	Closed	-$116K	–	115
2020 Q1	$116K	Sell	3,508 -638	-15%	-$26.7K	0.02%	65
2019 Q4	$191K	Buy	4,146 +21	+0.5%	+$938	0.02%	60
2019 Q3	$179K	Sell	4,125 -303	-7%	-$13.4K	0.02%	59
2019 Q2	$198K	Sell	4,428 -452	-9%	-$19.9K	0.03%	54
2019 Q1	$217K	Sell	4,880 -253	-5%	-$11.1K	0.03%	51
2018 Q4	$210K	Buy	5,133 +708	+16%	+$29.9K	0.03%	49
2018 Q3	$198K	Hold	4,425	–	–	0.02%	47
2018 Q2	$210K	Buy	4,425 +93	+2%	+$4.71K	0.02%	45
2018 Q1	$227K	Sell	4,332 -379	-8%	-$20.1K	0.03%	41
2017 Q4	$245K	Buy	4,711 +68	+1%	+$3.44K	0.03%	39
2017 Q3	$230K	Sell	4,643 -1,365	-23%	-$66.5K	0.03%	39
2017 Q2	$280K	Buy	6,008 +37	+0.6%	+$1.71K	0.03%	38
2017 Q1	$271K	Buy	5,971 +234	+4%	+$10.2K	0.03%	39
2016 Q4	$228K	Buy	5,737 +73	+1%	+$3.04K	0.03%	43
2016 Q3	$244K	Sell	5,664 -340	-6%	-$14.2K	0.03%	40
2016 Q2	$236K	Buy	6,004 +56	+0.9%	+$2.16K	0.03%	39
2016 Q1	$231K	Sell	5,948 -147	-2%	-$5.31K	0.03%	40
2015 Q4	$230K	Buy	6,095 +208	+4%	+$8.09K	0.03%	45
2015 Q3	$218K	Sell	5,887 -84	-1%	-$3.35K	0.03%	40
2015 Q2	$269K	Sell	5,971 -1,045	-15%	-$49.2K	0.03%	40
2015 Q1	$314K	Buy	7,016 +1,562	+29%	+$69.5K	0.04%	76
2014 Q4	$242K	Buy	5,454 +26	+0.5%	+$1.2K	0.03%	37
2014 Q3	$260K	Buy	5,428 +1	+0%	+$50	0.04%	36
2014 Q2	$273K	Sell	5,427 -657	-11%	-$31.9K	0.04%	36
2014 Q1	$289K	Buy	+6,084	New	+$277K	0.05%	35

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

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

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

EWM

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

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

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return

Wealthcare Capital Management's EWX Position: Q4 2023 in Review

Wealthcare Capital Management sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q4 2023, closing a stake of 4,542 shares — an estimated $243K sold.

Wealthcare Capital Management first reported a position in EWX in Q1 2014 and held it in 32 quarters. The position peaked at $314K in Q1 2015. 152 funds tracked by Wall St. Rank hold EWX as of Q4 2023.

Wealthcare Capital Management reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q4 2023 after selling out during the quarter.
Wealthcare Capital Management sold 4,542 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q4 2023, an estimated $243K.
Wealthcare Capital Management first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q1 2014 and held it in 32 quarters.
Wealthcare Capital Management's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $314K in Q1 2015.
152 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q4 2023.

Based on Wealthcare Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.