Essex Financial Services’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Essex Financial Services’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	$875K	Hold	13,230	–	–	0.05%	318
2025 Q4	$869K	Hold	13,230	–	–	0.05%	315
2025 Q3	$890K	Hold	13,230	–	–	0.05%	296
2025 Q2	$821K	Hold	13,230	–	–	0.05%	299
2025 Q1	$749K	Hold	13,230	–	–	0.05%	294
2024 Q4	$775K	Hold	13,230	–	–	0.05%	290
2024 Q3	$810K	Hold	13,230	–	–	0.06%	285
2024 Q2	$745K	Hold	13,230	–	–	0.06%	292
2024 Q1	$738K	Hold	13,230	–	–	0.07%	251
2023 Q4	$747K	Hold	13,230	–	–	0.08%	237
2023 Q3	$708K	Buy	13,230 +6,580	+99%	+$354K	0.08%	224
2023 Q2	$349K	Hold	6,650	–	–	0.04%	338
2023 Q1	$337K	Hold	6,650	–	–	0.04%	356
2022 Q4	$325K	Hold	6,650	–	–	0.03%	346
2022 Q3	$303K	Hold	6,650	–	–	0.04%	337
2022 Q2	$324K	Hold	6,650	–	–	0.04%	339
2022 Q1	$377K	Hold	6,650	–	–	0.04%	326
2021 Q4	$394K	Hold	6,650	–	–	0.04%	318
2021 Q3	$390K	Hold	6,650	–	–	0.04%	301
2021 Q2	$408K	Buy	+6,650	New	+$390K	0.06%	265
2018 Q2	–	Sell	-6,650	Closed	-$349K	–	298
2018 Q1	$349K	Buy	+6,650	New	+$353K	0.07%	240
2017 Q3	–	Sell	-6,650	Closed	-$310K	–	296
2017 Q2	$310K	Buy	+6,650	New	+$307K	0.07%	265

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

Essex Financial Services's EWX Position: Q1 2026 in Review

Essex Financial Services held its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) position steady in Q1 2026 at 13,230 shares worth $875K. The position accounts for 0.05% of the portfolio, ranked #318.

Essex Financial Services first reported a position in EWX in Q2 2017 and has held it in 22 quarters since. The position peaked at $890K in Q3 2025. 187 funds tracked by Wall St. Rank hold EWX as of Q1 2026.

Essex Financial Services held 13,230 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $875K as of Q1 2026.
Essex Financial Services left its State Street SPDR S&P Emerging Markets Small Cap ETF share count unchanged in Q1 2026.
State Street SPDR S&P Emerging Markets Small Cap ETF made up 0.05% of Essex Financial Services's portfolio in Q1 2026, its #318 holding.
Essex Financial Services first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q2 2017 and has held it in 22 quarters since.
Essex Financial Services's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $890K in Q3 2025.
187 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.