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

Cassaday & Co 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 Q1	$843K	Buy	12,753 +58	+0.5%	+$3.92K	0.02%	152
2025 Q4	$834K	Buy	12,695 +15	+0.1%	+$996	0.02%	154
2025 Q3	$853K	Hold	12,680	–	–	0.02%	151
2025 Q2	$787K	Sell	12,680 -348	-3%	-$20.2K	0.02%	157
2025 Q1	$738K	Hold	13,028	–	–	0.02%	151
2024 Q4	$764K	Sell	13,028 -132	-1%	-$8.06K	0.02%	147
2024 Q3	$821K	Hold	13,160	–	–	0.02%	133
2024 Q2	$762K	Sell	13,160 -890	-6%	-$51K	0.02%	132
2024 Q1	$784K	Sell	14,050 -1,000	-7%	-$55.4K	0.03%	130
2023 Q4	$850K	Buy	15,050 +11	+0.1%	+$596	0.03%	108
2023 Q3	$804K	Sell	15,039 -65	-0.4%	-$3.5K	0.03%	100
2023 Q2	$793K	Sell	15,104 -4,043	-21%	-$208K	0.03%	113
2023 Q1	$970K	Sell	19,147 -27,938	-59%	-$1.42M	0.04%	94
2022 Q4	$2.3M	Buy	+47,085	New	+$2.26M	0.11%	47

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

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

Cassaday & Co Wealth Management's EWX Position: Q1 2026 in Review

Cassaday & Co Wealth Management increased its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) stake by 0.46% in Q1 2026, buying an estimated $3.92K and bringing the position to 12,753 shares worth $843K. The position accounts for 0.02% of the portfolio, ranked #152.

Cassaday & Co Wealth Management first reported a position in EWX in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.3M in Q4 2022. 187 funds tracked by Wall St. Rank hold EWX as of Q1 2026.

Cassaday & Co Wealth Management held 12,753 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $843K as of Q1 2026.
Cassaday & Co Wealth Management bought 58 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q1 2026, an estimated $3.92K.
State Street SPDR S&P Emerging Markets Small Cap ETF made up 0.02% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #152 holding.
Cassaday & Co Wealth Management first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2022 and has held it in 14 quarters since.
Cassaday & Co Wealth Management's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $2.3M in Q4 2022.
187 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.