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CAL
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
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
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
$147B AUM
18.73%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
AssetMark Inc
Concord, California
$49B AUM
17.78%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Mariner
Overland Park, Kansas
$85.7B AUM
24.21%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
EWM
Empirical Wealth Management
Seattle, Washington
$6.85B AUM
30.02%
1-Year Est. Return
Victory Capital Management
San Antonio, Texas
$156B AUM
27.51%
1-Year Est. Return
AC
Apella Capital
West Hartford, Connecticut
$7.08B AUM
17.38%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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