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

WP 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
2020
Q1 		– Sell
-28,569
Closed -$1.32M – 53
2019
Q4 		$1.32M Sell
28,569
-1,451
-5% -$64.8K 1.36% 17
2019
Q3 		$1.3M Sell
30,020
-2,941
-9% -$130K 1.49% 18
2019
Q2 		$1.47M Sell
32,961
-722
-2% -$31.8K 1.64% 18
2019
Q1 		$15K Buy
33,683
+140
+0.4% +$6.12K 1.63% 17
2018
Q4 		$1.37M Sell
33,543
-1,391
-4% -$58.7K 1.35% 23
2018
Q3 		$1.56M Sell
34,934
-2,966
-8% -$138K 1.46% 18
2018
Q2 		$1.8M Buy
37,900
+413
+1% +$20.9K 1.7% 18
2018
Q1 		$1.97M Sell
37,487
-981
-3% -$52.1K 2.12% 17
2017
Q4 		$2M Buy
38,468
+1,042
+3% +$52.7K 1.94% 18
2017
Q3 		$1.85M Buy
37,426
+545
+1% +$26.6K 1.4% 23
2017
Q2 		$1.72M Sell
36,881
-462
-1% -$21.3K 1.25% 26
2017
Q1 		$1.7M Buy
37,343
+1,668
+5% +$72.4K 1.06% 24
2016
Q4 		$1.42M Buy
+35,675
New +$1.48M 0.99% 29

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
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WP Advisors's EWX Position: Q1 2020 in Review

WP Advisors sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q1 2020, closing a stake of 28,569 shares — an estimated $1.32M sold.

WP Advisors first reported a position in EWX in Q4 2016 and held it in 13 quarters. The position peaked at $2M in Q4 2017. 114 funds tracked by Wall St. Rank hold EWX as of Q1 2020.

  • WP Advisors reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q1 2020 after selling out during the quarter.
  • WP Advisors sold 28,569 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q1 2020, an estimated $1.32M.
  • WP Advisors first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2016 and held it in 13 quarters.
  • WP Advisors's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $2M in Q4 2017.
  • 114 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q1 2020.

Based on WP Advisors's 13F filing for Q1 2020, filed 29 Apr 2020.