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SPDR S&P Emerging Markets Small Cap shares owned by Venturi Wealth Management

Quarter-by-quarter ownership of SPDR S&P Emerging Markets Small Cap (EWX) shares owned by Venturi Wealth Management from 13F filings

Historical chart of Venturi Wealth Management investment in SPDR S&P Emerging Markets Small Cap

Tip: Access up to 7 years of quarterly data

All positions including SPDR S&P Emerging Markets Small Cap held by Venturi Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR S&P Emerging Markets Small Cap by Venturi Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $22k 357 62.38
2024-06-30 $100k 1.7k 57.92
2024-03-31 $6.2M 112k 55.80
2023-12-31 $5.9M 104k 56.46
2023-09-30 $5.5M 103k 53.48

More positions owned by Venturi Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Broad Usd High (USHY)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Q2 Holdings (QTWO)
Apple (AAPL)
Capital Group International SHS (CGIE)
Microsoft Corporation (MSFT)
Ishares Tr Jpmorgan Usd Emg (EMB)
NVIDIA Corporation (NVDA)
Atlas Energy Solutions Com New (AESI)
Meta Platforms Cl A (META)
Vanguard Scottsdale Fds Short Term Treas (VGSH)

View all positions for Venturi Wealth Management

Top funds holding SPDR S&P Emerging Markets Small Cap

Creative Planning
Bank of America Corporation
Waddell & Associates
Mariner Wealth Advisors
LPL Financial
Morgan Stanley
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Wells Fargo & Company
Victory Capital Management
N.E.W. Advisory Services
Jane Street
BIP Wealth
Johnson Financial
Pure Financial Advisors
We Are One Seven

View all funds holding SPDR S&P Emerging Markets Small Cap