Guardian Wealth Advisors (North Carolina)’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$661	Buy	+10	New	+$676	﹤0.01%	601
2025 Q3	–	Sell	-10	Closed	-$620	–	402
2025 Q2	$620	Hold	10	–	–	﹤0.01%	538
2025 Q1	$566	Hold	10	–	–	﹤0.01%	517
2024 Q4	$586	Buy	+10	New	+$611	﹤0.01%	501
2022 Q3	–	Sell	-298	Closed	-$14K	–	349
2022 Q2	$14K	Hold	298	–	–	﹤0.01%	279
2022 Q1	$17K	Sell	298 -78	-21%	-$4.44K	0.01%	209
2021 Q4	$22K	Buy	+376	New	+$22.3K	0.01%	193

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

Guardian Wealth Advisors (North Carolina)'s EWX Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) opened a new position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q1 2026: 10 shares worth $661. The stake represents ﹤0.01% of the portfolio and ranks #601 among its holdings. This is a return to the name: Guardian Wealth Advisors (North Carolina) previously reported a position in EWX as recently as Q2 2025.

Guardian Wealth Advisors (North Carolina) first reported a position in EWX in Q4 2021 and has held it in 7 quarters since. The position peaked at $22K in Q4 2021. 187 funds tracked by Wall St. Rank hold EWX as of Q1 2026.

Guardian Wealth Advisors (North Carolina) held 10 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $661 as of Q1 2026.
State Street SPDR S&P Emerging Markets Small Cap ETF was a new Guardian Wealth Advisors (North Carolina) position in Q1 2026.
State Street SPDR S&P Emerging Markets Small Cap ETF made up ﹤0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #601 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2021 and has held it in 7 quarters since.
Guardian Wealth Advisors (North Carolina)'s State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $22K in Q4 2021.
187 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.