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

Capital Analysts 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
2026 Q2	$45K	Buy	610 +318	+109%	+$23.2K	﹤0.01%	1017
2026 Q1	$19K	Buy	+292	New	+$19.7K	﹤0.01%	1134
2016 Q4	–	Sell	-867	Closed	-$37.4K	–	358
2016 Q3	$37.4K	Hold	867	–	–	0.01%	274
2016 Q2	$34.1K	Buy	867 +11	+1%	+$424	0.01%	285
2016 Q1	$33.3K	Hold	856	–	–	0.01%	304
2015 Q4	$32.3K	Hold	856	–	–	0.01%	311
2015 Q3	$31.6K	Hold	856	–	–	0.01%	312
2015 Q2	$38.6K	Hold	856	–	–	0.01%	310
2015 Q1	$38.3K	Buy	856 +198	+30%	+$8.81K	0.01%	309
2014 Q4	$29.2K	Buy	658 +621	+1,678%	+$28.7K	0.01%	311
2014 Q3	$1.77K	Sell	37 -4	-10%	-$202	﹤0.01%	382
2014 Q2	$2.06K	Hold	41	–	–	﹤0.01%	375
2014 Q1	$1.95K	Buy	41 +3	+8%	+$137	﹤0.01%	348
2013 Q4	$1.76K	Hold	38	–	–	﹤0.01%	323
2013 Q3	$1.73K	Hold	38	–	–	﹤0.01%	304
2013 Q2	$1.67K	Buy	+38	New	+$1.81K	﹤0.01%	290

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

Capital Analysts LLC's EWX Position: Q2 2026 in Review

Capital Analysts LLC increased its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) stake by 109% in Q2 2026, buying an estimated $23.2K and bringing the position to 610 shares worth $45K. The position accounts for ﹤0.01% of the portfolio, ranked #1017.

Capital Analysts LLC first reported a position in EWX in Q2 2013 and has held it in 16 quarters since. 184 funds tracked by Wall St. Rank hold EWX as of Q2 2026.

Capital Analysts LLC held 610 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $45K as of Q2 2026.
Capital Analysts LLC bought 318 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q2 2026, an estimated $23.2K.
State Street SPDR S&P Emerging Markets Small Cap ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1017 holding.
Capital Analysts LLC first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q2 2013 and has held it in 16 quarters since.
184 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.