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 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 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 $58.2B AUM 22.78% 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

Financial Strategies Group's EWX Position: Q1 2026 in Review

Financial Strategies Group increased its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) stake by 7.3% in Q1 2026, buying an estimated $192K and bringing the position to 41,957 shares worth $3.01M. The position accounts for 0.5% of the portfolio, ranked #36.

Financial Strategies Group first reported a position in EWX in Q4 2019 and has held it in 26 quarters since. 187 funds tracked by Wall St. Rank hold EWX as of Q1 2026.

Financial Strategies Group held 41,957 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $3.01M as of Q1 2026.
Financial Strategies Group bought 2,841 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q1 2026, an estimated $192K.
State Street SPDR S&P Emerging Markets Small Cap ETF made up 0.5% of Financial Strategies Group's portfolio in Q1 2026, its #36 holding.
Financial Strategies Group first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2019 and has held it in 26 quarters since.
187 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q1 2026.

Based on Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.