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

Global Retirement 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
2025 Q4	$13.7K	Buy	208 +19	+10%	+$1.26K	﹤0.01%	3042
2025 Q3	$12.7K	Hold	189	–	–	﹤0.01%	2596
2025 Q2	$11.7K	Buy	+189	New	+$11K	﹤0.01%	2537
2024 Q4	$11.1K	Hold	189	–	–	﹤0.01%	2366
2024 Q3	$11.8K	Hold	189	–	–	﹤0.01%	2222
2024 Q2	$10.9K	Hold	189	–	–	﹤0.01%	2284
2024 Q1	$10.5K	Sell	189 -756	-80%	-$41.9K	﹤0.01%	2103
2023 Q4	$51.9K	Buy	945 +11	+1%	+$596	﹤0.01%	1350
2023 Q3	$49.3K	Hold	934	–	–	﹤0.01%	1279
2023 Q2	$49.1K	Buy	934 +6	+0.6%	+$309	﹤0.01%	1285
2023 Q1	$47K	Hold	928	–	–	﹤0.01%	1270
2022 Q4	$45.4K	Buy	928 +13	+1%	+$624	﹤0.01%	1129
2022 Q3	$42K	Hold	915	–	–	﹤0.01%	1086
2022 Q2	$45K	Buy	915 +9	+1%	+$473	﹤0.01%	1033
2022 Q1	$46K	Buy	+906	New	+$51.6K	﹤0.01%	1020
2021 Q4	–	Sell	-832	Closed	-$49K	–	703
2021 Q3	$49K	Hold	832	–	–	﹤0.01%	858
2021 Q2	$51K	Buy	+832	New	+$48.7K	0.01%	838
2020 Q3	–	Sell	-135	Closed	-$6K	–	1647
2020 Q2	$6K	Hold	135	–	–	﹤0.01%	1237
2020 Q1	$4K	Hold	135	–	–	﹤0.01%	1274
2019 Q4	$6K	Buy	135 +12	+10%	+$536	﹤0.01%	1282
2019 Q3	$5K	Hold	123	–	–	﹤0.01%	1293
2019 Q2	$5K	Buy	123 +6	+5%	+$265	﹤0.01%	1282
2019 Q1	$5K	Hold	117	–	–	﹤0.01%	1233
2018 Q4	$5K	Hold	117	–	–	﹤0.01%	1152
2018 Q3	$5K	Hold	117	–	–	﹤0.01%	1218
2018 Q2	$6K	Hold	117	–	–	﹤0.01%	1146
2018 Q1	$6K	Hold	117	–	–	﹤0.01%	1107
2017 Q4	$6K	Hold	117	–	–	﹤0.01%	1055
2017 Q3	$6K	Hold	117	–	–	﹤0.01%	960
2017 Q2	$5K	Buy	117 +32	+38%	+$1.48K	﹤0.01%	933
2017 Q1	$4K	Hold	85	–	–	﹤0.01%	947
2016 Q4	$3K	Buy	+85	New	+$3.53K	﹤0.01%	912

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Global Retirement Partners's EWX Position: Q4 2025 in Review

Global Retirement Partners increased its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) stake by 10% in Q4 2025, buying an estimated $1.26K and bringing the position to 208 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3042.

Global Retirement Partners first reported a position in EWX in Q4 2016 and has held it in 32 quarters since. The position peaked at $51.9K in Q4 2023. 192 funds tracked by Wall St. Rank hold EWX as of Q4 2025.

Global Retirement Partners held 208 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $13.7K as of Q4 2025.
Global Retirement Partners bought 19 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q4 2025, an estimated $1.26K.
State Street SPDR S&P Emerging Markets Small Cap ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3042 holding.
Global Retirement Partners first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2016 and has held it in 32 quarters since.
Global Retirement Partners's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $51.9K in Q4 2023.
192 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.