Kathleen S. Wright Associates’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Kathleen S. Wright Associates’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
2025 Q3	$1.57M	Sell	23,314 -802	-3%	-$52.2K	0.58%	37
2025 Q2	$1.5M	Sell	24,116 -2,084	-8%	-$121K	0.58%	38
2025 Q1	$1.48M	Sell	26,200 -738	-3%	-$42.7K	0.61%	34
2024 Q4	$1.58M	Sell	26,938 -820	-3%	-$50.1K	0.66%	33
2024 Q3	$1.73M	Buy	27,758 +769	+3%	+$44.8K	0.71%	33
2024 Q2	$1.56M	Buy	26,989 +480	+2%	+$27.5K	0.72%	34
2024 Q1	$1.48M	Sell	26,509 -424	-2%	-$23.5K	0.7%	34
2023 Q4	$1.52M	Buy	26,933 +1,358	+5%	+$73.5K	0.77%	33
2023 Q3	$1.37M	Buy	25,575 +1,150	+5%	+$61.9K	0.77%	36
2023 Q2	$1.28M	Buy	24,425 +409	+2%	+$21.1K	0.82%	32
2023 Q1	$1.22M	Buy	24,016 +156	+0.7%	+$7.93K	0.8%	34
2022 Q4	$1.17M	Buy	23,860 +1,893	+9%	+$90.8K	0.79%	36
2022 Q3	$1M	Buy	21,967 +2,423	+12%	+$118K	0.81%	36
2022 Q2	$951K	Buy	19,544 +1,754	+10%	+$92.2K	0.8%	36
2022 Q1	$1.01M	Buy	17,790 +5,236	+42%	+$298K	0.74%	36
2021 Q4	$745K	Buy	+12,554	New	+$745K	0.55%	45

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

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Kathleen S. Wright Associates's EWX Position: Q3 2025 in Review

Kathleen S. Wright Associates reduced its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) stake by 3.3% in Q3 2025, selling an estimated $52.2K and leaving 23,314 shares worth $1.57M. The position accounts for 0.58% of the portfolio, ranked #37.

Kathleen S. Wright Associates first reported a position in EWX in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.73M in Q3 2024. 168 funds tracked by Wall St. Rank hold EWX as of Q3 2025.

Kathleen S. Wright Associates held 23,314 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $1.57M as of Q3 2025.
Kathleen S. Wright Associates sold 802 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q3 2025, an estimated $52.2K.
State Street SPDR S&P Emerging Markets Small Cap ETF made up 0.58% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #37 holding.
Kathleen S. Wright Associates first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2021 and has held it in 16 quarters since.
Kathleen S. Wright Associates's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $1.73M in Q3 2024.
168 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.