Capital Investment Advisory Services’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Capital Investment Advisory Services’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	$2.15K	Sell	29 -120	-81%	-$8.76K	﹤0.01%	1265
2026 Q1	$9.85K	Buy	149 +9	+6%	+$608	﹤0.01%	1060
2025 Q4	$9.19K	Buy	140 +111	+383%	+$7.37K	﹤0.01%	1024
2025 Q3	$1.95K	Hold	29	–	–	﹤0.01%	1061
2025 Q2	$1.8K	Hold	29	–	–	﹤0.01%	1033
2025 Q1	$1.64K	Hold	29	–	–	﹤0.01%	968
2024 Q4	$1.7K	Hold	29	–	–	﹤0.01%	897
2024 Q3	$1.81K	Hold	29	–	–	﹤0.01%	939
2024 Q2	$1.68K	Hold	29	–	–	﹤0.01%	923
2024 Q1	$1.62K	Hold	29	–	–	﹤0.01%	920
2023 Q4	$1.64K	Sell	29 -41	-59%	-$2.22K	﹤0.01%	949
2023 Q3	$3.74K	Hold	70	–	–	﹤0.01%	871
2023 Q2	$3.68K	Hold	70	–	–	﹤0.01%	821
2023 Q1	$3.55K	Buy	+70	New	+$3.56K	﹤0.01%	815
2022 Q4	–	Sell	-29	Closed	-$1K	–	824
2022 Q3	$1K	Sell	29 -98	-77%	-$4.79K	﹤0.01%	788
2022 Q2	$6K	Buy	127 +29	+30%	+$1.52K	﹤0.01%	745
2022 Q1	$6K	Hold	98	–	–	﹤0.01%	769
2021 Q4	$6K	Sell	98 -427	-81%	-$25.4K	﹤0.01%	753
2021 Q3	$31K	Sell	525 -78	-13%	-$4.68K	﹤0.01%	597
2021 Q2	$37K	Buy	+603	New	+$35.3K	﹤0.01%	608

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 $7.88B AUM 10.78% 1-Year Est. Return

Capital Investment Advisory Services's EWX Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) stake by 81% in Q2 2026, selling an estimated $8.76K and leaving 29 shares worth $2.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1265.

Capital Investment Advisory Services first reported a position in EWX in Q2 2021 and has held it in 20 quarters since. The position peaked at $37K in Q2 2021. 186 funds tracked by Wall St. Rank hold EWX as of Q2 2026.

Capital Investment Advisory Services held 29 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $2.15K as of Q2 2026.
Capital Investment Advisory Services sold 120 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q2 2026, an estimated $8.76K.
State Street SPDR S&P Emerging Markets Small Cap ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #1265 holding.
Capital Investment Advisory Services first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q2 2021 and has held it in 20 quarters since.
Capital Investment Advisory Services's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $37K in Q2 2021.
186 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.