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

WealthPLAN Partners’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
-52,994
Closed -$2.99M – 325
2023
Q4 		$2.99M Buy
52,994
+1,409
+3% +$76.3K 0.31% 89
2023
Q3 		$2.76M Buy
+51,585
New +$2.78M 0.32% 86

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

WealthPLAN Partners's EWX Position: Q1 2024 in Review

WealthPLAN Partners sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q1 2024, closing a stake of 52,994 shares — an estimated $2.99M sold.

WealthPLAN Partners first reported a position in EWX in Q3 2023 and held it in 2 quarters. The position peaked at $2.99M in Q4 2023. 163 funds tracked by Wall St. Rank hold EWX as of Q1 2024.

  • WealthPLAN Partners reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q1 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 52,994 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q1 2024, an estimated $2.99M.
  • WealthPLAN Partners first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q3 2023 and held it in 2 quarters.
  • WealthPLAN Partners's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $2.99M in Q4 2023.
  • 163 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q1 2024.

Based on WealthPLAN Partners's 13F filing for Q1 2024, filed 7 May 2024.