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 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

EWM

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

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

WFP

Welch Financial Planning Boulder, Colorado $172M AUM

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

BMWS

Brady Martz Wealth Solutions Grand Forks, North Dakota $662M AUM 22.48% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return

CWM

Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CWM

CarsonAllaria Wealth Management Glen Carbon, Illinois $231M AUM 20.96% 1-Year Est. Return

MCA

Maryland Capital Advisors Chester, Maryland $312M AUM

AssetMark Inc's EWX Position: Q2 2026 in Review

AssetMark Inc reduced its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) stake by 100% in Q2 2026, selling an estimated $32.4M and leaving 1,794 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #1552.

AssetMark Inc first reported a position in EWX in Q1 2017 and has held it in 12 quarters since. The position peaked at $29.5M in Q4 2025. 64 funds tracked by Wall St. Rank hold EWX as of Q2 2026.

AssetMark Inc held 1,794 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $133K as of Q2 2026.
AssetMark Inc sold 444,631 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q2 2026, an estimated $32.4M.
State Street SPDR S&P Emerging Markets Small Cap ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1552 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 12 quarters since.
AssetMark Inc's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $29.5M in Q4 2025.
64 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.