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

Michels Family Financial’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 Q1	$1.29M	Buy	19,567 +430	+2%	+$29.1K	0.93%	26
2025 Q4	$1.26M	Buy	19,137 +945	+5%	+$62.8K	0.92%	30
2025 Q3	$1.22M	Buy	18,192 +227	+1%	+$14.8K	0.95%	30
2025 Q2	$1.11M	Buy	17,965 +554	+3%	+$32.2K	0.95%	30
2025 Q1	$986K	Buy	17,411 +472	+3%	+$27.3K	0.89%	33
2024 Q4	$993K	Buy	+16,939	New	+$1.03M	0.91%	29

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Michels Family Financial's EWX Position: Q1 2026 in Review

Michels Family Financial increased its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) stake by 2.2% in Q1 2026, buying an estimated $29.1K and bringing the position to 19,567 shares worth $1.29M. The position accounts for 0.93% of the portfolio, ranked #26.

Michels Family Financial first reported a position in EWX in Q4 2024 and has held it in 6 quarters since. 187 funds tracked by Wall St. Rank hold EWX as of Q1 2026.

Michels Family Financial held 19,567 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $1.29M as of Q1 2026.
Michels Family Financial bought 430 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q1 2026, an estimated $29.1K.
State Street SPDR S&P Emerging Markets Small Cap ETF made up 0.93% of Michels Family Financial's portfolio in Q1 2026, its #26 holding.
Michels Family Financial first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2024 and has held it in 6 quarters since.
187 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q1 2026.

Based on Michels Family Financial's 13F filing for Q1 2026, filed 24 Apr 2026.