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

Montag & 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 Q2	–	Sell	-575	Closed	-$32.6K	–	971
2025 Q1	$32.6K	Hold	575	–	–	﹤0.01%	668
2024 Q4	$33.7K	Buy	575 +12	+2%	+$733	﹤0.01%	661
2024 Q3	$35.1K	Hold	563	–	–	﹤0.01%	655
2024 Q2	$32.6K	Buy	563 +4	+0.7%	+$229	﹤0.01%	650
2024 Q1	$31.2K	Hold	559	–	–	﹤0.01%	652
2023 Q4	$31.5K	Buy	559 +9	+2%	+$487	﹤0.01%	641
2023 Q3	$29.4K	Hold	550	–	–	﹤0.01%	621
2023 Q2	$28.9K	Buy	550 +5	+0.9%	+$258	﹤0.01%	636
2023 Q1	$27.6K	Hold	545	–	–	﹤0.01%	635
2022 Q4	$26.7K	Buy	545 +9	+2%	+$432	﹤0.01%	625
2022 Q3	$24K	Hold	536	–	–	﹤0.01%	643
2022 Q2	$26K	Buy	536 +7	+1%	+$368	﹤0.01%	617
2022 Q1	$30K	Hold	529	–	–	﹤0.01%	631
2021 Q4	$31K	Buy	529 +10	+2%	+$594	﹤0.01%	633
2021 Q3	$30K	Hold	519	–	–	﹤0.01%	633
2021 Q2	$32K	Buy	519 +4	+0.8%	+$234	﹤0.01%	605
2021 Q1	$29K	Hold	515	–	–	﹤0.01%	623
2020 Q4	$27K	Buy	+515	New	+$24.7K	﹤0.01%	609

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

OMC

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Montag & Associates's EWX Position: Q2 2025 in Review

Montag & Associates sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q2 2025, closing a stake of 575 shares — an estimated $32.6K sold.

Montag & Associates first reported a position in EWX in Q4 2020 and held it in 18 quarters. The position peaked at $35.1K in Q3 2024. 163 funds tracked by Wall St. Rank hold EWX as of Q2 2025.

Montag & Associates reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q2 2025 after selling out during the quarter.
Montag & Associates sold 575 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q2 2025, an estimated $32.6K.
Montag & Associates first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2020 and held it in 18 quarters.
Montag & Associates's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $35.1K in Q3 2024.
163 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2025.

Based on Montag & Associates's 13F filing for Q2 2025, filed 7 Aug 2025.