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

AssetMark Inc’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	$36K	Sell	506 -1,288	-72%	-$92.2K	﹤0.01%	2014
2026 Q2	$133K	Sell	1,794 -444,631	-100%	-$32.4M	﹤0.01%	1552
2026 Q1	$29.5M	Sell	446,425 -3,213	-0.7%	-$217K	0.06%	249
2025 Q4	$29.5M	Buy	449,638 +449,618	+2,248,090%	+$29.9M	0.06%	254
2025 Q3	$1.35K	Hold	20	–	–	﹤0.01%	2727
2025 Q2	$1.24K	Sell	20 -583	-97%	-$33.9K	﹤0.01%	2559
2025 Q1	$34.1K	Sell	603 -1,541	-72%	-$89.2K	﹤0.01%	1542
2024 Q4	$126K	Buy	2,144 +308	+17%	+$18.8K	﹤0.01%	1199
2024 Q3	$115K	Buy	1,836 +1,784	+3,431%	+$104K	﹤0.01%	1129
2024 Q2	$3.01K	Buy	+52	New	+$2.98K	﹤0.01%	1680
2022 Q4	–	Sell	-47	Closed	-$2K	–	1610
2022 Q3	$2K	Buy	+47	New	+$2.3K	﹤0.01%	1390
2021 Q1	–	Sell	-113	Closed	-$6K	–	1384
2020 Q4	$6K	Buy	+113	New	+$5.43K	﹤0.01%	990
2017 Q2	–	Sell	-1	Closed	–	–	1400
2017 Q1	$0	Buy	+1	New	+$43	﹤0.01%	1315

Other funds holding EWX

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Welch Financial Planning Boulder, Colorado $178M AUM 17.62% 1-Year Est. Return

Brady Martz Wealth Solutions Grand Forks, North Dakota $676M AUM 15.8% 1-Year Est. Return

Tortoise Investment Management White Plains, New York $1.33B AUM 8.17% 1-Year Est. Return

Cabot Wealth Management Salem, Massachusetts $999M AUM 14.8% 1-Year Est. Return

Johnson Financial Group LLC (Colorado) Denver, Colorado $2B AUM 16.76% 1-Year Est. Return

AssetMark Inc's EWX Position: Q3 2026 in Review

AssetMark Inc reduced its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) stake by 72% in Q3 2026, selling an estimated $92.2K and leaving 506 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #2014.

AssetMark Inc first reported a position in EWX in Q1 2017 and has held it in 13 quarters since. The position peaked at $29.5M in Q4 2025. 91 funds tracked by Wall St. Rank hold EWX as of Q3 2026.

AssetMark Inc held 506 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $36K as of Q3 2026.
AssetMark Inc sold 1,288 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q3 2026, an estimated $92.2K.
State Street SPDR S&P Emerging Markets Small Cap ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2014 holding.
AssetMark Inc first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q1 2017 and has held it in 13 quarters since.
AssetMark Inc's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $29.5M in Q4 2025.
91 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.