Ipsen Advisor Group’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Ipsen Advisor 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 Q2	$375K	Buy	5,050 +39	+0.8%	+$2.85K	0.24%	87
2026 Q1	$331K	Hold	5,011	–	–	0.23%	91
2025 Q4	$329K	Buy	5,011 +95	+2%	+$6.31K	0.23%	91
2025 Q3	$331K	Hold	4,916	–	–	0.24%	86
2025 Q2	$305K	Buy	4,916 +51	+1%	+$2.96K	0.23%	86
2025 Q1	$276K	Hold	4,865	–	–	0.24%	83
2024 Q4	$285K	Buy	+4,865	New	+$297K	0.24%	80

Other funds holding EWX

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Ipsen Advisor Group's EWX Position: Q2 2026 in Review

Ipsen Advisor Group increased its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) stake by 0.78% in Q2 2026, buying an estimated $2.85K and bringing the position to 5,050 shares worth $375K. The position accounts for 0.24% of the portfolio, ranked #87.

Ipsen Advisor Group first reported a position in EWX in Q4 2024 and has held it in 7 quarters since. 184 funds tracked by Wall St. Rank hold EWX as of Q2 2026.

Ipsen Advisor Group held 5,050 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $375K as of Q2 2026.
Ipsen Advisor Group bought 39 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q2 2026, an estimated $2.85K.
State Street SPDR S&P Emerging Markets Small Cap ETF made up 0.24% of Ipsen Advisor Group's portfolio in Q2 2026, its #87 holding.
Ipsen Advisor Group first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2024 and has held it in 7 quarters since.
184 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2026.

Based on Ipsen Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.