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

Daymark Wealth Partners’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	$264K	Hold	4,000	–	–	0.01%	616
2025 Q4	$263K	Hold	4,000	–	–	0.01%	520
2025 Q3	$269K	Hold	4,000	–	–	0.01%	507
2025 Q2	$248K	Hold	4,000	–	–	0.01%	488
2025 Q1	$227K	Hold	4,000	–	–	0.01%	465
2024 Q4	$234K	Hold	4,000	–	–	0.01%	456
2024 Q3	$250K	Hold	4,000	–	–	0.01%	464
2024 Q2	$232K	Hold	4,000	–	–	0.01%	457
2024 Q1	$223K	Hold	4,000	–	–	0.01%	398
2023 Q4	$226K	Hold	4,000	–	–	0.01%	369
2023 Q3	$214K	Buy	+4,000	New	+$215K	0.01%	353

Other funds holding EWX

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America

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 $501B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Victory Capital Management

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