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

Continuum Advisory’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
2025 Q2	–	Sell	-1,173	Closed	-$66.4K	–	769
2025 Q1	$66.4K	Buy	1,173 +62	+6%	+$3.59K	0.01%	602
2024 Q4	$65.1K	Sell	1,111 -23	-2%	-$1.41K	0.01%	604
2024 Q3	$67.7K	Buy	1,134 +44	+4%	+$2.56K	0.01%	592
2024 Q2	$63.1K	Sell	1,090 -44	-4%	-$2.52K	0.01%	577
2024 Q1	$65.2K	Buy	+1,134	New	+$62.8K	0.01%	559
2020 Q2	–	Sell	-20,318	Closed	-$653K	–	151
2020 Q1	$653K	Sell	20,318 -8,866	-30%	-$371K	0.44%	64
2019 Q4	$1.34M	Buy	29,184 +1,139	+4%	+$50.9K	0.78%	38
2019 Q3	$1.21M	Buy	28,045 +852	+3%	+$37.6K	0.81%	37
2019 Q2	$1.23M	Buy	27,193 +4,438	+20%	+$196K	0.84%	34
2019 Q1	$1.03M	Buy	22,755 +2,441	+12%	+$107K	0.77%	39
2018 Q4	$832K	Sell	20,314 -3,654	-15%	-$154K	0.61%	44
2018 Q3	$1.08M	Buy	23,968 +2,059	+9%	+$95.9K	0.72%	38
2018 Q2	$1.04M	Buy	21,909 +1,621	+8%	+$82.1K	0.76%	35
2018 Q1	$1.06M	Buy	20,288 +4,393	+28%	+$233K	0.89%	30
2017 Q4	$827K	Buy	15,895 +2,749	+21%	+$139K	0.63%	35
2017 Q3	$651K	Buy	13,146 +953	+8%	+$46.5K	0.57%	43
2017 Q2	$569K	Buy	12,193 +19	+0.2%	+$877	0.56%	46
2017 Q1	$552K	Buy	+12,174	New	+$529K	0.66%	42

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

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $6.3B AUM 14.68% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Continuum Advisory's EWX Position: Q2 2025 in Review

Continuum Advisory sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q2 2025, closing a stake of 1,173 shares — an estimated $66.4K sold.

Continuum Advisory first reported a position in EWX in Q1 2017 and held it in 18 quarters. The position peaked at $1.34M in Q4 2019. 163 funds tracked by Wall St. Rank hold EWX as of Q2 2025.

Continuum Advisory reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q2 2025 after selling out during the quarter.
Continuum Advisory sold 1,173 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q2 2025, an estimated $66.4K.
Continuum Advisory first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q1 2017 and held it in 18 quarters.
Continuum Advisory's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $1.34M in Q4 2019.
163 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.