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

Merit Financial 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	$2.51M	Buy	33,719 +595	+2%	+$43.4K	0.02%	656
2026 Q1	$2.19M	Sell	33,124 -3,009	-8%	-$203K	0.02%	640
2025 Q4	$2.37M	Sell	36,133 -2,887	-7%	-$192K	0.02%	577
2025 Q3	$2.63M	Sell	39,020 -10,242	-21%	-$666K	0.02%	476
2025 Q2	$3.06M	Sell	49,262 -3,383	-6%	-$197K	0.03%	397
2025 Q1	$2.98M	Sell	52,645 -22,558	-30%	-$1.31M	0.04%	326
2024 Q4	$4.41M	Buy	75,203 +4,465	+6%	+$273K	0.08%	210
2024 Q3	$4.41M	Buy	70,738 +49,860	+239%	+$2.9M	0.1%	161
2024 Q2	$1.21M	Buy	20,878 +4,755	+29%	+$273K	0.03%	363
2024 Q1	$938K	Buy	16,123 +2,064	+15%	+$114K	0.02%	416
2023 Q4	$794K	Buy	+14,059	New	+$761K	0.02%	373

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

Merit Financial Group's EWX Position: Q2 2026 in Review

Merit Financial Group increased its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) stake by 1.8% in Q2 2026, buying an estimated $43.4K and bringing the position to 33,719 shares worth $2.51M. The position accounts for 0.02% of the portfolio, ranked #656.

Merit Financial Group first reported a position in EWX in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.41M in Q3 2024. 183 funds tracked by Wall St. Rank hold EWX as of Q2 2026.

Merit Financial Group held 33,719 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $2.51M as of Q2 2026.
Merit Financial Group bought 595 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q2 2026, an estimated $43.4K.
State Street SPDR S&P Emerging Markets Small Cap ETF made up 0.02% of Merit Financial Group's portfolio in Q2 2026, its #656 holding.
Merit Financial Group first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2023 and has held it in 11 quarters since.
Merit Financial Group's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $4.41M in Q3 2024.
183 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.