Heartwood Wealth Advisors’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Heartwood Wealth Advisors’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 Q3	$947K	Buy	13,318 +188	+1%	+$13.5K	0.07%	109
2026 Q2	$976K	Buy	13,130 +1,514	+13%	+$110K	0.08%	108
2026 Q1	$768K	Buy	+11,616	New	+$785K	0.07%	108

Other funds holding EWX

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

MCA

Maryland Capital Advisors Chester, Maryland $319M AUM

HWA

HighRoad Wealth Advisors Coos Bay, Oregon $120M AUM 14.34% 1-Year Est. Return

SPA

Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return

Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return

HCP

Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Heartwood Wealth Advisors's EWX Position: Q3 2026 in Review

Heartwood Wealth Advisors increased its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) stake by 1.4% in Q3 2026, buying an estimated $13.5K and bringing the position to 13,318 shares worth $947K. The position accounts for 0.07% of the portfolio, ranked #109.

Heartwood Wealth Advisors first reported a position in EWX in Q1 2026 and has held it in 3 quarters since. The position peaked at $976K in Q2 2026. 19 funds tracked by Wall St. Rank hold EWX as of Q3 2026.

Heartwood Wealth Advisors held 13,318 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $947K as of Q3 2026.
Heartwood Wealth Advisors bought 188 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q3 2026, an estimated $13.5K.
State Street SPDR S&P Emerging Markets Small Cap ETF made up 0.07% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #109 holding.
Heartwood Wealth Advisors first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q1 2026 and has held it in 3 quarters since.
Heartwood Wealth Advisors's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $976K in Q2 2026.
19 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.