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

Financial Strategies Group’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
-41,957
Closed -$3.01M – 101
2026
Q1 		$3.01M Buy
41,957
+2,841
+7% +$192K 0.5% 36
2025
Q4 		$2.61M Buy
39,116
+1,780
+5% +$118K 0.47% 38
2025
Q3 		$2.52M Buy
37,336
+682
+2% +$44.4K 0.48% 38
2025
Q2 		$2.3M Buy
36,654
+1,817
+5% +$106K 0.48% 36
2025
Q1 		$1.9M Sell
34,837
-27
-0.1% -$1.56K 0.45% 37
2024
Q4 		$1.95M Buy
34,864
+34
+0.1% +$2.08K 0.47% 36
2024
Q3 		$2.13M Sell
34,830
-71
-0.2% -$4.13K 0.5% 35
2024
Q2 		$2.06M Sell
34,901
-43
-0.1% -$2.46K 0.52% 34
2024
Q1 		$2.01M Sell
34,944
-642
-2% -$35.6K 0.54% 34
2023
Q4 		$1.95M Sell
35,586
-183
-0.5% -$9.91K 0.56% 33
2023
Q3 		$1.9M Buy
35,769
+954
+3% +$51.3K 0.6% 34
2023
Q2 		$1.83M Buy
34,815
+1,048
+3% +$54K 0.58% 34
2023
Q1 		$1.71M Buy
33,767
+1,508
+5% +$76.7K 0.66% 27
2022
Q4 		$1.58M Buy
32,259
+762
+2% +$36.5K 0.66% 28
2022
Q3 		$1.44M Sell
31,497
-399
-1% -$19.5K 0.65% 26
2022
Q2 		$1.55M Buy
31,896
+1,341
+4% +$70.5K 0.65% 21
2022
Q1 		$1.73M Buy
30,555
+2,982
+11% +$170K 0.69% 20
2021
Q4 		$1.64M Buy
27,573
+697
+3% +$41.4K 0.67% 19
2021
Q3 		$1.58M Buy
26,876
+1,774
+7% +$106K 0.7% 19
2021
Q2 		$1.54M Buy
25,102
+1,604
+7% +$94K 0.71% 19
2021
Q1 		$1.3M Buy
23,498
+316
+1% +$17.1K 0.67% 21
2020
Q4 		$1.2M Buy
23,182
+1,731
+8% +$83.1K 0.67% 22
2020
Q3 		$952K Buy
21,451
+1,418
+7% +$63K 0.64% 22
2020
Q2 		$818K Buy
20,033
+1,754
+10% +$65.7K 0.61% 20
2020
Q1 		$605K Buy
18,279
+3,422
+23% +$143K 0.55% 18
2019
Q4 		$684K Buy
+14,857
New +$664K 0.55% 20

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

Financial Strategies Group's EWX Position: Q2 2026 in Review

Financial Strategies Group sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q2 2026, closing a stake of 41,957 shares — an estimated $3.01M sold.

Financial Strategies Group first reported a position in EWX in Q4 2019 and held it in 26 quarters. The position peaked at $3.01M in Q1 2026. 185 funds tracked by Wall St. Rank hold EWX as of Q2 2026.

  • Financial Strategies Group reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Financial Strategies Group sold 41,957 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q2 2026, an estimated $3.01M.
  • Financial Strategies Group first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2019 and held it in 26 quarters.
  • Financial Strategies Group's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $3.01M in Q1 2026.
  • 185 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2026.

Based on Financial Strategies Group's 13F filing for Q2 2026, filed 11 Aug 2026.