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

Empirical 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 Q2	$13.6M	Buy	182,808 +4,821	+3%	+$352K	0.2%	88
2026 Q1	$11.8M	Sell	177,987 -5,091	-3%	-$344K	0.2%	88
2025 Q4	$12M	Sell	183,078 -12,580	-6%	-$835K	0.22%	80
2025 Q3	$13.2M	Buy	195,658 +1,617	+0.8%	+$105K	0.26%	75
2025 Q2	$12M	Buy	194,041 +9,017	+5%	+$524K	0.27%	73
2025 Q1	$10.5M	Buy	185,024 +462	+0.3%	+$26.7K	0.27%	76
2024 Q4	$10.8M	Buy	184,562 +2,777	+2%	+$170K	0.29%	70
2024 Q3	$11.3M	Sell	181,785 -232	-0.1%	-$13.5K	0.32%	66
2024 Q2	$10.5M	Sell	182,017 -3,640	-2%	-$209K	0.32%	65
2024 Q1	$10.4M	Sell	185,657 -3,196	-2%	-$177K	0.32%	65
2023 Q4	$10.7M	Sell	188,853 -657	-0.3%	-$35.6K	0.36%	59
2023 Q3	$10.1M	Sell	189,510 -489	-0.3%	-$26.3K	0.4%	54
2023 Q2	$9.98M	Sell	189,999 -4,286	-2%	-$221K	0.4%	53
2023 Q1	$9.84M	Buy	194,285 +1,822	+0.9%	+$92.6K	0.43%	47
2022 Q4	$9.42M	Buy	192,463 +22,301	+13%	+$1.07M	0.44%	45
2022 Q3	$7.75M	Buy	170,162 +11,031	+7%	+$539K	0.41%	52
2022 Q2	$7.74M	Buy	159,131 +23,772	+18%	+$1.25M	0.41%	48
2022 Q1	$7.67M	Sell	135,359 -7,511	-5%	-$428K	0.38%	49
2021 Q4	$8.47M	Buy	142,870 +16,523	+13%	+$981K	0.42%	46
2021 Q3	$7.41M	Sell	126,347 -1,676	-1%	-$101K	0.42%	45
2021 Q2	$7.85M	Buy	128,023 +23,457	+22%	+$1.37M	0.48%	39
2021 Q1	$5.79M	Sell	104,566 -23,162	-18%	-$1.25M	0.47%	42
2020 Q4	$6.59M	Sell	127,728 -366	-0.3%	-$17.6K	0.5%	37
2020 Q3	$5.68M	Sell	128,094 -182	-0.1%	-$8.08K	0.49%	41
2020 Q2	$5.24M	Sell	128,276 -5,313	-4%	-$199K	0.49%	39
2020 Q1	$4.42M	Buy	133,589 +107,032	+403%	+$4.47M	0.49%	36
2019 Q4	$1.22M	Buy	26,557 +20	+0.1%	+$894	0.14%	107
2019 Q3	$1.15M	Buy	26,537 +2,745	+12%	+$121K	0.14%	106
2019 Q2	$1.06M	Buy	23,792 +3,803	+19%	+$168K	0.14%	96
2019 Q1	$891K	Sell	19,989 -852	-4%	-$37.2K	0.13%	98
2018 Q4	$854K	Sell	20,841 -4,619	-18%	-$195K	0.15%	82
2018 Q3	$1.14M	Buy	25,460 +5,696	+29%	+$265K	0.2%	60
2018 Q2	$938K	Buy	19,764 +3,936	+25%	+$199K	0.18%	68
2018 Q1	$831K	Buy	15,828 +6,737	+74%	+$358K	0.16%	72
2017 Q4	$473K	Buy	9,091 +2	+0%	+$101	0.1%	92
2017 Q3	$450K	Sell	9,089 -180	-2%	-$8.78K	0.1%	89
2017 Q2	$433K	Sell	9,269 -1,470	-14%	-$67.9K	0.11%	88
2017 Q1	$487K	Sell	10,739 -8	-0.1%	-$347	0.12%	86
2016 Q4	$427K	Buy	+10,747	New	+$447K	0.1%	84
2016 Q3	–	Sell	-6,558	Closed	-$258K	–	112
2016 Q2	$258K	Sell	6,558 -3,537	-35%	-$136K	0.07%	95
2016 Q1	$393K	Sell	10,095 -6,678	-40%	-$241K	0.1%	78
2015 Q4	$633K	Sell	16,773 -9,385	-36%	-$365K	0.15%	65
2015 Q3	$967K	Buy	26,158 +13,408	+105%	+$534K	0.23%	51
2015 Q2	$574K	Sell	12,750 -680	-5%	-$32K	0.13%	70
2015 Q1	$601K	Sell	13,430 -2,213	-14%	-$98.5K	0.14%	63
2014 Q4	$694K	Buy	15,643 +8,631	+123%	+$399K	0.17%	62
2014 Q3	$336K	Buy	7,012 +18	+0.3%	+$908	0.08%	77
2014 Q2	$352K	Hold	6,994	–	–	0.09%	78
2014 Q1	$332K	Sell	6,994 -3,454	-33%	-$157K	0.09%	76
2013 Q4	$485K	Buy	10,448 +3,502	+50%	+$164K	0.14%	66
2013 Q3	$316K	Buy	6,946 +25	+0.4%	+$1.12K	0.1%	74
2013 Q2	$305K	Buy	+6,921	New	+$330K	0.1%	71

Other funds holding EWX

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

WFP

Welch Financial Planning Boulder, Colorado $172M AUM

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

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Rockingstone Advisors Great Barrington, Massachusetts $249M AUM 31.06% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

SPA

Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $242M AUM 18.98% 1-Year Est. Return

HCP

Hardin Capital Partners Greenville, South Carolina $215M AUM 13.15% 1-Year Est. Return

FWP

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return