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

Apella Capital’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 Q3	$7.95M	Sell	111,007 -22,340	-17%	-$1.6M	0.1%	144
2026 Q2	$9.66M	Sell	133,347 -4,230	-3%	-$309K	0.14%	118
2026 Q1	$10.1M	Buy	137,577 +14,986	+12%	+$1.01M	0.15%	113
2025 Q4	$8.05M	Buy	122,591 +8,065	+7%	+$536K	0.16%	106
2025 Q3	$7.68M	Buy	114,526 +4,812	+4%	+$313K	0.17%	100
2025 Q2	$6.8M	Buy	109,714 +10,088	+10%	+$586K	0.18%	95
2025 Q1	$5.23M	Buy	99,626 +7,325	+8%	+$424K	0.18%	90
2024 Q4	$5.41M	Buy	92,301 +4,005	+5%	+$245K	0.21%	76
2024 Q3	$5.61M	Buy	88,296 +9,967	+13%	+$580K	0.23%	62
2024 Q2	$4.62M	Buy	78,329 +11,754	+18%	+$674K	0.21%	71
2024 Q1	$3.83M	Buy	66,575 +9,747	+17%	+$540K	0.19%	73
2023 Q4	$3.17M	Buy	56,828 +16,295	+40%	+$882K	0.18%	81
2023 Q3	$2.17M	Buy	40,533 +5,954	+17%	+$320K	0.15%	81
2023 Q2	$1.82M	Buy	+34,579	New	+$1.78M	0.13%	84
2022 Q4	$1.25M	Buy	25,519 +3,781	+17%	+$181K	0.11%	91
2022 Q3	$990K	Buy	21,738 +2,316	+12%	+$113K	0.12%	98
2022 Q2	$945K	Sell	19,422 -1,658	-8%	-$87.2K	0.11%	104
2022 Q1	$1.2M	Sell	21,080 -17	-0.1%	-$969	0.17%	81
2021 Q4	$1.25M	Buy	21,097 +738	+4%	+$43.8K	0.16%	79
2021 Q3	$1.19M	Buy	20,359 +2,065	+11%	+$124K	0.17%	86
2021 Q2	$1.12M	Buy	18,294 +1,603	+10%	+$93.9K	0.18%	85
2021 Q1	$925K	Sell	16,691 -1,625	-9%	-$87.8K	0.29%	66
2020 Q4	$946K	Buy	18,316 +5,046	+38%	+$242K	0.33%	63
2020 Q3	$589K	Buy	13,270 +1,059	+9%	+$47K	0.24%	71
2020 Q2	$499K	Sell	12,211 -163	-1%	-$6.11K	0.23%	78
2020 Q1	$410K	Buy	+12,374	New	+$517K	0.24%	73

Other funds holding EWX

MCA

Maryland Capital Advisors Chester, Maryland $319M AUM

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

HWA

HighRoad Wealth Advisors Coos Bay, Oregon $120M AUM 14.34% 1-Year Est. Return

SPA

Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return

HCP

Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Apella Capital's EWX Position: Q3 2026 in Review

Apella Capital reduced its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) stake by 17% in Q3 2026, selling an estimated $1.6M and leaving 111,007 shares worth $7.95M. The position accounts for 0.1% of the portfolio, ranked #144.

Apella Capital first reported a position in EWX in Q1 2020 and has held it in 26 quarters since. The position peaked at $10.1M in Q1 2026. 18 funds tracked by Wall St. Rank hold EWX as of Q3 2026.

Apella Capital held 111,007 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $7.95M as of Q3 2026.
Apella Capital sold 22,340 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q3 2026, an estimated $1.6M.
State Street SPDR S&P Emerging Markets Small Cap ETF made up 0.1% of Apella Capital's portfolio in Q3 2026, its #144 holding.
Apella Capital first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q1 2020 and has held it in 26 quarters since.
Apella Capital's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $10.1M in Q1 2026.
18 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.