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

Addison 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
2026 Q2	$114K	Sell	1,535 -2,410	-61%	-$176K	0.05%	170
2026 Q1	$261K	Sell	3,945 -2,125	-35%	-$144K	0.06%	189
2025 Q4	$399K	Sell	6,070 -40	-0.7%	-$2.66K	0.09%	146
2025 Q3	$411K	Sell	6,110 -1,445	-19%	-$94K	0.1%	142
2025 Q2	$469K	Sell	7,555 -705	-9%	-$41K	0.12%	131
2025 Q1	$468K	Sell	8,260 -10	-0.1%	-$579	0.13%	115
2024 Q4	$485K	Buy	8,270 +775	+10%	+$47.3K	0.13%	110
2024 Q3	$468K	Buy	7,495 +115	+2%	+$6.7K	0.13%	120
2024 Q2	$427K	Sell	7,380 -325	-4%	-$18.6K	0.14%	114
2024 Q1	$430K	Sell	7,705 -200	-3%	-$11.1K	0.15%	114
2023 Q4	$446K	Sell	7,905 -280	-3%	-$15.2K	0.17%	94
2023 Q3	$438K	Sell	8,185 -198	-2%	-$10.7K	0.2%	85
2023 Q2	$440K	Sell	8,383 -435	-5%	-$22.4K	0.22%	85
2023 Q1	$447K	Buy	8,818 +45	+0.5%	+$2.29K	0.25%	79
2022 Q4	$429K	Buy	8,773 +8,595	+4,829%	+$412K	0.26%	78
2022 Q3	$8K	Sell	178 -109	-38%	-$5.33K	0.01%	459
2022 Q2	$14K	Buy	287 +109	+61%	+$5.73K	0.01%	398
2022 Q1	$10K	Buy	+178	New	+$10.1K	0.01%	479

Other funds holding EWX

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Addison Advisors's EWX Position: Q2 2026 in Review

Addison Advisors reduced its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) stake by 61% in Q2 2026, selling an estimated $176K and leaving 1,535 shares worth $114K. The position accounts for 0.05% of the portfolio, ranked #170.

Addison Advisors first reported a position in EWX in Q1 2022 and has held it in 18 quarters since. The position peaked at $485K in Q4 2024. 184 funds tracked by Wall St. Rank hold EWX as of Q2 2026.

Addison Advisors held 1,535 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $114K as of Q2 2026.
Addison Advisors sold 2,410 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q2 2026, an estimated $176K.
State Street SPDR S&P Emerging Markets Small Cap ETF made up 0.05% of Addison Advisors's portfolio in Q2 2026, its #170 holding.
Addison Advisors first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q1 2022 and has held it in 18 quarters since.
Addison Advisors's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $485K in Q4 2024.
184 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.