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

Omega 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	$655K	Sell	8,813 -231	-3%	-$16.9K	0.2%	57
2026 Q1	$598K	Sell	9,044 -910	-9%	-$61.5K	0.19%	63
2025 Q4	$654K	Sell	9,954 -271	-3%	-$18K	0.22%	62
2025 Q3	$688K	Sell	10,225 -440	-4%	-$28.6K	0.23%	61
2025 Q2	$662K	Sell	10,665 -35	-0.3%	-$2.03K	0.24%	57
2025 Q1	$606K	Sell	10,700 -327	-3%	-$18.9K	0.23%	52
2024 Q4	$646K	Buy	11,027 +120	+1%	+$7.33K	0.24%	52
2024 Q3	$680K	Sell	10,907 -751	-6%	-$43.7K	0.26%	53
2024 Q2	$675K	Sell	11,658 -106	-0.9%	-$6.08K	0.27%	56
2024 Q1	$656K	Sell	11,764 -507	-4%	-$28.1K	0.27%	56
2023 Q4	$693K	Sell	12,271 -854	-7%	-$46.2K	0.3%	56
2023 Q3	$702K	Sell	13,125 -2,816	-18%	-$151K	0.34%	55
2023 Q2	$837K	Sell	15,941 -83	-0.5%	-$4.28K	0.38%	53
2023 Q1	$812K	Sell	16,024 -91	-0.6%	-$4.63K	0.37%	52
2022 Q4	$789K	Buy	16,115 +5,693	+55%	+$273K	0.41%	51
2022 Q3	$475K	Sell	10,422 -175	-2%	-$8.56K	0.25%	57
2022 Q2	$516K	Buy	10,597 +523	+5%	+$27.5K	0.25%	59
2022 Q1	$571K	Sell	10,074 -1,434	-12%	-$81.7K	0.25%	50
2021 Q4	$683K	Sell	11,508 -2,863	-20%	-$170K	0.3%	45
2021 Q3	$843K	Sell	14,371 -5,037	-26%	-$302K	0.4%	41
2021 Q2	$1.19M	Sell	19,408 -4,975	-20%	-$291K	0.57%	41
2021 Q1	$1.35M	Buy	24,383 +749	+3%	+$40.5K	0.69%	39
2020 Q4	$1.22M	Sell	23,634 -1,599	-6%	-$76.8K	0.66%	41
2020 Q3	$1.12M	Sell	25,233 -3,339	-12%	-$148K	0.68%	38
2020 Q2	$1.17M	Sell	28,572 -298	-1%	-$11.2K	0.75%	37
2020 Q1	$956K	Sell	28,870 -998	-3%	-$41.7K	0.72%	37
2019 Q4	$1.38M	Buy	29,868 +283	+1%	+$12.6K	0.9%	32
2019 Q3	$1.28M	Buy	29,585 +731	+3%	+$32.2K	0.9%	31
2019 Q2	$1.29M	Buy	28,854 +2,044	+8%	+$90.1K	0.95%	28
2019 Q1	$1.2M	Buy	26,810 +1,294	+5%	+$56.5K	0.88%	31
2018 Q4	$1.04M	Buy	+25,516	New	+$1.08M	0.92%	30

Other funds holding EWX

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

WFP

Welch Financial Planning Boulder, Colorado $172M AUM

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

BMWS

Brady Martz Wealth Solutions Grand Forks, North Dakota $662M AUM 22.48% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return

CWM

Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CWM

CarsonAllaria Wealth Management Glen Carbon, Illinois $231M AUM 20.96% 1-Year Est. Return

MCA

Maryland Capital Advisors Chester, Maryland $312M AUM

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

Omega Financial Group reduced its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) stake by 2.6% in Q2 2026, selling an estimated $16.9K and leaving 8,813 shares worth $655K. The position accounts for 0.2% of the portfolio, ranked #57.

Omega Financial Group first reported a position in EWX in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.38M in Q4 2019. 64 funds tracked by Wall St. Rank hold EWX as of Q2 2026.

Omega Financial Group held 8,813 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $655K as of Q2 2026.
Omega Financial Group sold 231 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q2 2026, an estimated $16.9K.
State Street SPDR S&P Emerging Markets Small Cap ETF made up 0.2% of Omega Financial Group's portfolio in Q2 2026, its #57 holding.
Omega Financial Group first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2018 and has held it in 31 quarters since.
Omega Financial Group's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $1.38M in Q4 2019.
64 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2026.

Based on Omega Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.