Wealthspire Advisors (Maryland)’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Wealthspire Advisors (Maryland)’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
2017 Q1	–	Sell	-125	Closed	-$5K	–	1948
2016 Q4	$5K	Sell	125 -125	-50%	-$5.2K	﹤0.01%	1376
2016 Q3	$11K	Hold	250	–	–	﹤0.01%	1230
2016 Q2	$10K	Hold	250	–	–	﹤0.01%	1196
2016 Q1	$10K	Hold	250	–	–	﹤0.01%	1181
2015 Q4	$9K	Buy	+250	New	+$9.72K	﹤0.01%	1217

Other funds holding EWX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Aviva London, United Kingdom $59.6B AUM 28.44% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

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

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EWX Position: Q1 2017 in Review

Wealthspire Advisors (Maryland) sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q1 2017, closing a stake of 125 shares — an estimated $5K sold.

Wealthspire Advisors (Maryland) first reported a position in EWX in Q4 2015 and held it in 5 quarters. The position peaked at $11K in Q3 2016. 99 funds tracked by Wall St. Rank hold EWX as of Q1 2017.

Wealthspire Advisors (Maryland) reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q1 2017 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 125 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q1 2017, an estimated $5K.
Wealthspire Advisors (Maryland) first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2015 and held it in 5 quarters.
Wealthspire Advisors (Maryland)'s State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $11K in Q3 2016.
99 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q1 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2017, filed 9 May 2017.