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Atomi Financial Group’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Atomi Financial Group’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 		$628K Sell
8,450
-199
-2% -$14.5K 0.02% 671
2026
Q1 		$572K Sell
8,649
-812
-9% -$54.9K 0.02% 664
2025
Q4 		$621K Sell
9,461
-187
-2% -$12.4K 0.02% 598
2025
Q3 		$649K Sell
9,648
-1,188
-11% -$77.3K 0.02% 535
2025
Q2 		$672K Buy
10,836
+163
+2% +$9.47K 0.03% 469
2025
Q1 		$604K Buy
10,673
+193
+2% +$11.2K 0.03% 454
2024
Q4 		$614K Buy
10,480
+383
+4% +$23.4K 0.03% 400
2024
Q3 		$630K Buy
10,097
+3,444
+52% +$201K 0.04% 373
2024
Q2 		$385K Sell
6,653
-104
-2% -$5.96K 0.03% 479
2024
Q1 		$377K Buy
6,757
+1,024
+18% +$56.7K 0.03% 443
2023
Q4 		$324K Sell
5,733
-65
-1% -$3.52K 0.04% 392
2023
Q3 		$310K Sell
5,798
-39
-0.7% -$2.1K 0.1% 233
2023
Q2 		$307K Buy
5,837
+923
+19% +$47.6K 0.14% 180
2023
Q1 		$249K Buy
+4,914
New +$250K 0.14% 173

Other funds holding EWX

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
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
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Atomi Financial Group's EWX Position: Q2 2026 in Review

Atomi Financial Group reduced its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) stake by 2.3% in Q2 2026, selling an estimated $14.5K and leaving 8,450 shares worth $628K. The position accounts for 0.02% of the portfolio, ranked #671.

Atomi Financial Group first reported a position in EWX in Q1 2023 and has held it in 14 quarters since. The position peaked at $672K in Q2 2025. 185 funds tracked by Wall St. Rank hold EWX as of Q2 2026.

  • Atomi Financial Group held 8,450 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $628K as of Q2 2026.
  • Atomi Financial Group sold 199 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q2 2026, an estimated $14.5K.
  • State Street SPDR S&P Emerging Markets Small Cap ETF made up 0.02% of Atomi Financial Group's portfolio in Q2 2026, its #671 holding.
  • Atomi Financial Group first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q1 2023 and has held it in 14 quarters since.
  • Atomi Financial Group's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $672K in Q2 2025.
  • 185 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.