N.E.W. Advisory Services’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

N.E.W. Advisory Services’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	$6.67M	Sell	89,770 -10,212	-10%	-$745K	0.45%	37
2026 Q1	$6.61M	Sell	99,982 -1,052	-1%	-$71.1K	0.49%	37
2025 Q4	$6.63M	Buy	101,034 +21,967	+28%	+$1.46M	0.49%	38
2025 Q3	$5.32M	Sell	79,067 -4,664	-6%	-$303K	0.48%	27
2025 Q2	$5.19M	Sell	83,731 -46,853	-36%	-$2.72M	0.5%	27
2025 Q1	$7.39M	Buy	130,584 +12,375	+10%	+$716K	0.57%	39
2024 Q4	$6.93M	Sell	118,209 -32,611	-22%	-$1.99M	0.66%	31
2024 Q3	$9.41M	Sell	150,820 -7,915	-5%	-$461K	0.93%	25
2024 Q2	$9.19M	Sell	158,735 -6,854	-4%	-$393K	0.99%	23
2024 Q1	$9.24M	Sell	165,589 -4,557	-3%	-$252K	1.03%	21
2023 Q4	$9.61M	Sell	170,146 -891	-0.5%	-$48.2K	1.16%	19
2023 Q3	$9.15M	Buy	171,037 +3,100	+2%	+$167K	1.3%	19
2023 Q2	$8.82M	Buy	167,937 +15	+0%	+$773	1.23%	19
2023 Q1	$8.51M	Buy	167,922 +8,622	+5%	+$438K	1.24%	19
2022 Q4	$7.8M	Buy	159,300 +19,242	+14%	+$923K	1.22%	19
2022 Q3	$6.38M	Buy	140,058 +5,458	+4%	+$267K	1.16%	20
2022 Q2	$6.55M	Sell	134,600 -33,122	-20%	-$1.74M	1.15%	20
2022 Q1	$9.25M	Sell	167,722 -17,589	-9%	-$1M	1.75%	15
2021 Q4	$11M	Buy	185,311 +609	+0.3%	+$36.2K	1.66%	16
2021 Q3	$10.8M	Sell	184,702 -305	-0.2%	-$18.3K	1.77%	16
2021 Q2	$11.3M	Buy	185,007 +15,486	+9%	+$907K	1.89%	15
2021 Q1	$9.47M	Buy	169,521 +14,305	+9%	+$773K	1.78%	15
2020 Q4	$7.99M	Buy	155,216 +2,271	+1%	+$109K	1.68%	16
2020 Q3	$6.77M	Sell	152,945 -9,770	-6%	-$434K	1.91%	16
2020 Q2	$6.64M	Buy	+162,715	New	+$6.1M	2.07%	15
2019 Q4	$6.18M	Buy	+134,147	New	+$5.99M	2%	15

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

N.E.W. Advisory Services's EWX Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) stake by 10% in Q2 2026, selling an estimated $745K and leaving 89,770 shares worth $6.67M. The position accounts for 0.45% of the portfolio, ranked #37.

N.E.W. Advisory Services first reported a position in EWX in Q4 2019 and has held it in 26 quarters since. The position peaked at $11.3M in Q2 2021. 184 funds tracked by Wall St. Rank hold EWX as of Q2 2026.

N.E.W. Advisory Services held 89,770 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $6.67M as of Q2 2026.
N.E.W. Advisory Services sold 10,212 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q2 2026, an estimated $745K.
State Street SPDR S&P Emerging Markets Small Cap ETF made up 0.45% of N.E.W. Advisory Services's portfolio in Q2 2026, its #37 holding.
N.E.W. Advisory Services first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2019 and has held it in 26 quarters since.
N.E.W. Advisory Services's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $11.3M in Q2 2021.
184 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.