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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
2024-03-31 $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 Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Broad Usd High (USHY)
Capital Group International SHS (CGIE)
Atlas Energy Solutions Com New (AESI)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Venturi Wealth Management

Top funds holding SPDR S&P Emerging Markets Small Cap

Creative Planning
New York Life Investment Management
Bank of America Corporation
Affinity Wealth Management
Mariner Wealth Advisors
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
N.E.W. Advisory Services
Victory Capital Management
Wells Fargo & Company
Great Point Wealth Advisors
Venturi Wealth Management
Pure Financial Advisors
We Are One Seven
BIP Wealth
WESCAP Management

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