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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.74M	Buy	41,433 +9,096	+28%	+$615K	0.32%	70
2025 Q4	$2.12M	Buy	32,337 +3,950	+14%	+$262K	0.23%	77
2025 Q3	$1.91M	Buy	28,387 +6,084	+27%	+$396K	0.21%	82
2025 Q2	$1.38M	Buy	22,303 +5,369	+32%	+$312K	0.16%	93
2025 Q1	$959K	Sell	16,934 -296	-2%	-$17.1K	0.12%	91
2024 Q4	$1.01M	Sell	17,230 -19,762	-53%	-$1.21M	0.13%	93
2024 Q3	$2.31M	Buy	36,992 +896	+2%	+$52.2K	0.29%	77
2024 Q2	$2.09M	Sell	36,096 -2,410	-6%	-$138K	0.27%	75
2024 Q1	$2.15M	Sell	38,506 -690	-2%	-$38.2K	0.28%	75
2023 Q4	$2.21M	Sell	39,196 -82	-0.2%	-$4.44K	0.31%	72
2023 Q3	$2.1M	Sell	39,278 -438	-1%	-$23.6K	0.32%	71
2023 Q2	$2.08M	Sell	39,716 -446	-1%	-$23K	0.31%	73
2023 Q1	$2.03M	Buy	40,162 +646	+2%	+$32.8K	0.32%	72
2022 Q4	$1.93M	Buy	39,516 +2,552	+7%	+$122K	0.33%	74
2022 Q3	$1.68M	Sell	36,964 -942	-2%	-$46.1K	0.28%	73
2022 Q2	$1.84M	Buy	37,906 +1,802	+5%	+$94.7K	0.29%	75
2022 Q1	$2.05M	Buy	36,104 +1,423	+4%	+$81.1K	0.28%	83
2021 Q4	$2.06M	Buy	34,681 +6,911	+25%	+$410K	0.26%	84
2021 Q3	$1.63M	Buy	27,770 +156	+0.6%	+$9.36K	0.22%	85
2021 Q2	$1.69M	Buy	27,614 +2,206	+9%	+$129K	0.23%	83
2021 Q1	$1.41M	Buy	25,408 +2,168	+9%	+$117K	0.2%	82
2020 Q4	$1.2M	Buy	+23,240	New	+$1.12M	0.18%	79