HWA
EWX icon

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

HighRoad 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 		$622K Hold
8,750
– – 0.52% 21
2026
Q2 		$650K Hold
8,750
– – 0.55% 19
2026
Q1 		$579K Hold
8,750
– – 0.57% 20
2025
Q4 		$574K Buy
+8,750
New +$581K 0.55% 20

Other funds holding EWX

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return
SS
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
FFA
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
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

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

HighRoad Wealth Advisors held its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) position steady in Q3 2026 at 8,750 shares worth $622K. The position accounts for 0.52% of the portfolio, ranked #21.

HighRoad Wealth Advisors first reported a position in EWX in Q4 2025 and has held it in 4 quarters since. The position peaked at $650K in Q2 2026. 17 funds tracked by Wall St. Rank hold EWX as of Q3 2026.

  • HighRoad Wealth Advisors held 8,750 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $622K as of Q3 2026.
  • HighRoad Wealth Advisors left its State Street SPDR S&P Emerging Markets Small Cap ETF share count unchanged in Q3 2026.
  • State Street SPDR S&P Emerging Markets Small Cap ETF made up 0.52% of HighRoad Wealth Advisors's portfolio in Q3 2026, its #21 holding.
  • HighRoad Wealth Advisors first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2025 and has held it in 4 quarters since.
  • HighRoad Wealth Advisors's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $650K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q3 2026.

Based on HighRoad Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.