Corient Private Wealth
EWX icon

Corient Private Wealth’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Corient Private Wealth’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 		– Sell
-7,125
Closed -$470K – 3108
2026
Q1 		$470K Sell
7,125
-1,006
-12% -$68K ﹤0.01% 2065
2025
Q4 		$534K Buy
8,131
+4,439
+120% +$295K ﹤0.01% 1837
2025
Q3 		$248K Sell
3,692
-4,240
-53% -$276K ﹤0.01% 2230
2025
Q2 		$492K Buy
7,932
+110
+1% +$6.39K ﹤0.01% 1715
2025
Q1 		$443K Sell
7,822
-1,599
-17% -$92.6K ﹤0.01% 1652
2024
Q4 		$552K Sell
9,421
-156
-2% -$9.53K ﹤0.01% 1568
2024
Q3 		$597K Buy
9,577
+466
+5% +$27.1K ﹤0.01% 1637
2024
Q2 		$528K Sell
9,111
-890
-9% -$51K ﹤0.01% 1611
2024
Q1 		$558K Buy
10,001
+302
+3% +$16.7K ﹤0.01% 1580
2023
Q4 		$548K Buy
9,699
+453
+5% +$24.5K ﹤0.01% 1576
2023
Q3 		$494K Buy
9,246
+2,961
+47% +$159K ﹤0.01% 1507
2023
Q2 		$330K Sell
6,285
-2,051
-25% -$106K ﹤0.01% 1651
2023
Q1 		$422K Sell
8,336
-33
-0.4% -$1.68K ﹤0.01% 1455
2022
Q4 		$410K Buy
+8,369
New +$401K ﹤0.01% 1213

Other funds holding EWX

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
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
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Corient Private Wealth's EWX Position: Q2 2026 in Review

Corient Private Wealth sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q2 2026, closing a stake of 7,125 shares — an estimated $470K sold.

Corient Private Wealth first reported a position in EWX in Q4 2022 and held it in 14 quarters. The position peaked at $597K in Q3 2024. 183 funds tracked by Wall St. Rank hold EWX as of Q2 2026.

  • Corient Private Wealth reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Corient Private Wealth sold 7,125 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q2 2026, an estimated $470K.
  • Corient Private Wealth first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2022 and held it in 14 quarters.
  • Corient Private Wealth's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $597K in Q3 2024.
  • 183 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.