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

Atria Wealth Solutions’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
2025 Q2	$243K	Buy	+3,876	New	+$225K	0.01%	1269
2025 Q1	–	Sell	-3,421	Closed	-$201K	–	1925
2024 Q4	$201K	Buy	3,421 +53	+2%	+$3.24K	﹤0.01%	1832
2024 Q3	$210K	Buy	+3,368	New	+$196K	﹤0.01%	1759

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

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Atria Wealth Solutions's EWX Position: Q2 2025 in Review

Atria Wealth Solutions opened a new position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q2 2025: 3,876 shares worth $243K. The stake represents 0.01% of the portfolio and ranks #1269 among its holdings. This is a return to the name: Atria Wealth Solutions previously reported a position in EWX as recently as Q4 2024.

Atria Wealth Solutions first reported a position in EWX in Q3 2024 and has held it in 3 quarters since. 163 funds tracked by Wall St. Rank hold EWX as of Q2 2025.

Atria Wealth Solutions held 3,876 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $243K as of Q2 2025.
State Street SPDR S&P Emerging Markets Small Cap ETF was a new Atria Wealth Solutions position in Q2 2025.
State Street SPDR S&P Emerging Markets Small Cap ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1269 holding.
Atria Wealth Solutions first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q3 2024 and has held it in 3 quarters since.
163 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.