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Johnson Financial Group LLC (Colorado)’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Johnson Financial Group LLC (Colorado)’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 		$3.47M Sell
46,657
-6,286
-12% -$459K 0.19% 31
2026
Q1 		$3.5M Sell
52,943
-8,021
-13% -$542K 0.23% 26
2025
Q4 		$4M Buy
60,964
+12,542
+26% +$833K 0.25% 22
2025
Q3 		$3.26M Sell
48,422
-1,061
-2% -$69K 0.3% 17
2025
Q2 		$3.07M Sell
49,483
-11,832
-19% -$688K 0.29% 16
2025
Q1 		$3.47M Sell
61,315
-15,725
-20% -$910K 0.37% 15
2024
Q4 		$4.52M Sell
77,040
-20,396
-21% -$1.25M 0.53% 14
2024
Q3 		$6.08M Sell
97,436
-40,118
-29% -$2.34M 0.74% 11
2024
Q2 		$7.97M Buy
137,554
+103,603
+305% +$5.94M 1.04% 11
2024
Q1 		$1.89M Buy
33,951
+6,845
+25% +$379K 0.24% 18
2023
Q4 		$1.53M Buy
27,106
+19,033
+236% +$1.03M 0.2% 25
2023
Q3 		$432K Buy
8,073
+3,963
+96% +$213K 0.06% 30
2023
Q2 		$216K Buy
+4,110
New +$212K 0.03% 39
2022
Q4 		– Sell
-61,028
Closed -$2.78M – 43
2022
Q3 		$2.78M Buy
61,028
+56,752
+1,327% +$2.77M 0.38% 23
2022
Q2 		$208K Buy
+4,276
New +$225K 0.04% 44
2019
Q1 		– Sell
-71,459
Closed -$2.93M – 26
2018
Q4 		$2.93M Buy
+71,459
New +$3.01M 1.58% 16

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Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
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
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Johnson Financial Group LLC (Colorado)'s EWX Position: Q2 2026 in Review

Johnson Financial Group LLC (Colorado) reduced its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) stake by 12% in Q2 2026, selling an estimated $459K and leaving 46,657 shares worth $3.47M. The position accounts for 0.19% of the portfolio, ranked #31.

Johnson Financial Group LLC (Colorado) first reported a position in EWX in Q4 2018 and has held it in 16 quarters since. The position peaked at $7.97M in Q2 2024. 184 funds tracked by Wall St. Rank hold EWX as of Q2 2026.

  • Johnson Financial Group LLC (Colorado) held 46,657 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $3.47M as of Q2 2026.
  • Johnson Financial Group LLC (Colorado) sold 6,286 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q2 2026, an estimated $459K.
  • State Street SPDR S&P Emerging Markets Small Cap ETF made up 0.19% of Johnson Financial Group LLC (Colorado)'s portfolio in Q2 2026, its #31 holding.
  • Johnson Financial Group LLC (Colorado) first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2018 and has held it in 16 quarters since.
  • Johnson Financial Group LLC (Colorado)'s State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $7.97M in Q2 2024.
  • 184 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.