AE Wealth Management’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

AE Wealth Management’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	$2.79M	Sell	37,551 -5,052	-12%	-$369K	0.01%	569
2026 Q1	$2.82M	Buy	42,603 +10,972	+35%	+$742K	0.02%	547
2025 Q4	$2.08M	Buy	31,631 +10,326	+48%	+$686K	0.01%	592
2025 Q3	$1.43M	Buy	21,305 +3,030	+17%	+$197K	0.01%	656
2025 Q2	$1.13M	Buy	18,275 +2,386	+15%	+$139K	0.01%	693
2025 Q1	$900K	Sell	15,889 -4,032	-20%	-$233K	0.01%	733
2024 Q4	$1.17M	Sell	19,921 -1,205	-6%	-$73.6K	0.01%	670
2024 Q3	$1.32M	Sell	21,126 -2,849	-12%	-$166K	0.01%	641
2024 Q2	$1.39M	Buy	23,975 +1,504	+7%	+$86.2K	0.01%	623
2024 Q1	$1.25M	Sell	22,471 -9,131	-29%	-$506K	0.01%	607
2023 Q4	$1.74M	Buy	31,602 +11,684	+59%	+$633K	0.01%	950
2023 Q3	$1.07M	Buy	19,918 +3,771	+23%	+$203K	0.01%	1071
2023 Q2	$848K	Buy	16,147 +2,926	+22%	+$151K	0.01%	1154
2023 Q1	$670K	Buy	13,221 +504	+4%	+$25.6K	﹤0.01%	1213
2022 Q4	$622K	Sell	12,717 -1,546	-11%	-$74.1K	﹤0.01%	1189
2022 Q3	$650K	Sell	14,263 -7,123	-33%	-$348K	0.01%	1111
2022 Q2	$1.04M	Sell	21,386 -759	-3%	-$39.9K	0.01%	875
2022 Q1	$1.25M	Sell	22,145 -2,913	-12%	-$166K	0.01%	848
2021 Q4	$1.49M	Buy	25,058 +336	+1%	+$19.9K	0.01%	794
2021 Q3	$1.45M	Buy	24,722 +3,028	+14%	+$182K	0.01%	756
2021 Q2	$1.33M	Buy	21,694 +1,596	+8%	+$93.5K	0.01%	745
2021 Q1	$1.11M	Buy	20,098 +8,183	+69%	+$442K	0.01%	736
2020 Q4	$615K	Buy	11,915 +693	+6%	+$33.3K	0.01%	886
2020 Q3	$498K	Buy	+11,222	New	+$498K	0.01%	884
2020 Q2	–	Sell	-7,936	Closed	-$263K	–	1282
2020 Q1	$263K	Buy	7,936 +1,827	+30%	+$76.4K	0.01%	920
2019 Q4	$281K	Buy	+6,109	New	+$273K	0.01%	924

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

AE Wealth Management's EWX Position: Q2 2026 in Review

AE Wealth Management reduced its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) stake by 12% in Q2 2026, selling an estimated $369K and leaving 37,551 shares worth $2.79M. The position accounts for 0.01% of the portfolio, ranked #569.

AE Wealth Management first reported a position in EWX in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.82M in Q1 2026. 184 funds tracked by Wall St. Rank hold EWX as of Q2 2026.

AE Wealth Management held 37,551 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $2.79M as of Q2 2026.
AE Wealth Management sold 5,052 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q2 2026, an estimated $369K.
State Street SPDR S&P Emerging Markets Small Cap ETF made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #569 holding.
AE Wealth Management first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2019 and has held it in 26 quarters since.
AE Wealth Management's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $2.82M in Q1 2026.
184 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.