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

Cabot Wealth Management’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	$3.07M	Sell	41,320 -113	-0.3%	-$8.24K	0.31%	68
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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Cabot Wealth Management's EWX Position: Q2 2026 in Review

Cabot Wealth Management reduced its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) stake by 0.27% in Q2 2026, selling an estimated $8.24K and leaving 41,320 shares worth $3.07M. The position accounts for 0.31% of the portfolio, ranked #68.

Cabot Wealth Management first reported a position in EWX in Q4 2020 and has held it in 23 quarters since. 185 funds tracked by Wall St. Rank hold EWX as of Q2 2026.

Cabot Wealth Management held 41,320 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $3.07M as of Q2 2026.
Cabot Wealth Management sold 113 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q2 2026, an estimated $8.24K.
State Street SPDR S&P Emerging Markets Small Cap ETF made up 0.31% of Cabot Wealth Management's portfolio in Q2 2026, its #68 holding.
Cabot Wealth Management first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2020 and has held it in 23 quarters since.
185 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2026.

Based on Cabot Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.