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

Ballast Financial Advisors’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 		$250K Sell
3,367
-204
-6% -$14.9K 0.23% 66
2026
Q1 		$236K Sell
3,571
-71
-2% -$4.8K 0.24% 63
2025
Q4 		$239K Buy
+3,642
New +$242K 0.25% 64

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 $7.88B AUM 10.78% 1-Year Est. Return

Ballast Financial Advisors's EWX Position: Q2 2026 in Review

Ballast Financial Advisors reduced its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) stake by 5.7% in Q2 2026, selling an estimated $14.9K and leaving 3,367 shares worth $250K. The position accounts for 0.23% of the portfolio, ranked #66.

Ballast Financial Advisors first reported a position in EWX in Q4 2025 and has held it in 3 quarters since. 186 funds tracked by Wall St. Rank hold EWX as of Q2 2026.

  • Ballast Financial Advisors held 3,367 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $250K as of Q2 2026.
  • Ballast Financial Advisors sold 204 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q2 2026, an estimated $14.9K.
  • State Street SPDR S&P Emerging Markets Small Cap ETF made up 0.23% of Ballast Financial Advisors's portfolio in Q2 2026, its #66 holding.
  • Ballast Financial Advisors first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 186 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2026.

Based on Ballast Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.