BWL
EWX icon

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

Bogart Wealth LLC’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
-60,118
Closed -$4.05M – 1617
2025
Q3 		$4.05M Buy
60,118
+1,418
+2% +$92.3K 0.16% 102
2025
Q2 		$3.64M Buy
58,700
+3,810
+7% +$221K 0.16% 103
2025
Q1 		$3.11M Buy
+54,890
New +$3.18M 0.15% 101

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
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 $95.2B AUM 32.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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

Bogart Wealth LLC's EWX Position: Q4 2025 in Review

Bogart Wealth LLC sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q4 2025, closing a stake of 60,118 shares — an estimated $4.05M sold.

Bogart Wealth LLC first reported a position in EWX in Q1 2025 and held it in 3 quarters. The position peaked at $4.05M in Q3 2025. 192 funds tracked by Wall St. Rank hold EWX as of Q4 2025.

  • Bogart Wealth LLC reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Bogart Wealth LLC sold 60,118 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q4 2025, an estimated $4.05M.
  • Bogart Wealth LLC first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q1 2025 and held it in 3 quarters.
  • Bogart Wealth LLC's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $4.05M 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 Bogart Wealth LLC's 13F filing for Q4 2025, filed 30 Jan 2026.