ZIG
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Zullo Investment Group’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Zullo Investment Group’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
Q1 		– Sell
-9
Closed -$440 – 323
2022
Q4 		$440 Hold
9
– – ﹤0.01% 746
2022
Q3 		$0 Buy
+9
New +$440 ﹤0.01% 769

Other funds holding EWX

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $661M AUM 31.48% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Zullo Investment Group's EWX Position: Q1 2023 in Review

Zullo Investment Group sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q1 2023, closing a stake of 9 shares — an estimated $440 sold.

Zullo Investment Group first reported a position in EWX in Q3 2022 and held it in 2 quarters. The position peaked at $440 in Q4 2022. 130 funds tracked by Wall St. Rank hold EWX as of Q1 2023.

  • Zullo Investment Group reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 9 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q1 2023, an estimated $440.
  • Zullo Investment Group first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q3 2022 and held it in 2 quarters.
  • Zullo Investment Group's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $440 in Q4 2022.
  • 130 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.