Mason & Associates (California)’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Mason & Associates (California)’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	–	Sell	-45,226	Closed	-$2.81M	–	135
2025 Q2	$2.81M	Buy	45,226 +2,026	+5%	+$118K	0.65%	35
2025 Q1	$2.45M	Buy	43,200 +1,631	+4%	+$94.4K	0.61%	32
2024 Q4	$2.44M	Buy	41,569 +2,379	+6%	+$145K	0.57%	31
2024 Q3	$2.44M	Sell	39,190 -19,075	-33%	-$1.11M	0.61%	31
2024 Q2	$3.37M	Buy	58,265 +782	+1%	+$44.8K	0.9%	25
2024 Q1	$3.21M	Buy	+57,483	New	+$3.19M	0.86%	25

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

Mason & Associates (California)'s EWX Position: Q3 2025 in Review

Mason & Associates (California) sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q3 2025, closing a stake of 45,226 shares — an estimated $2.81M sold.

Mason & Associates (California) first reported a position in EWX in Q1 2024 and held it in 6 quarters. The position peaked at $3.37M in Q2 2024. 168 funds tracked by Wall St. Rank hold EWX as of Q3 2025.

Mason & Associates (California) reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q3 2025 after selling out during the quarter.
Mason & Associates (California) sold 45,226 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q3 2025, an estimated $2.81M.
Mason & Associates (California) first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q1 2024 and held it in 6 quarters.
Mason & Associates (California)'s State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $3.37M in Q2 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 Mason & Associates (California)'s 13F filing for Q3 2025, filed 7 Nov 2025.