BCMIO
EWX icon

Beacon Capital Management Inc (Ohio)’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Beacon Capital Management Inc (Ohio)’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
Q4 		– Sell
-258
Closed -$17.4K – 143
2025
Q3 		$17.4K Buy
+258
New +$16.8K ﹤0.01% 90

Other funds holding EWX

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s EWX Position: Q4 2025 in Review

Beacon Capital Management Inc (Ohio) sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q4 2025, closing a stake of 258 shares — an estimated $17.4K sold.

Beacon Capital Management Inc (Ohio) first reported a position in EWX in Q3 2025 and held it in 1 quarter. The position peaked at $17.4K in Q3 2025. 192 funds tracked by Wall St. Rank hold EWX as of Q4 2025.

  • Beacon Capital Management Inc (Ohio) reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Beacon Capital Management Inc (Ohio) sold 258 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q4 2025, an estimated $17.4K.
  • Beacon Capital Management Inc (Ohio) first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q3 2025 and held it in 1 quarter.
  • Beacon Capital Management Inc (Ohio)'s State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $17.4K in Q3 2025.
  • 192 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q4 2025.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q4 2025, filed 12 Feb 2026.