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

Osaic Holdings’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	$1.79M	Buy	24,139 +4,085	+20%	+$298K	﹤0.01%	2413
2026 Q1	$1.33M	Buy	20,054 +3,475	+21%	+$235K	﹤0.01%	2442
2025 Q4	$1.09M	Sell	16,579 -2,629	-14%	-$175K	﹤0.01%	2617
2025 Q3	$1.28M	Sell	19,208 -557	-3%	-$36.2K	﹤0.01%	2572
2025 Q2	$1.22M	Buy	19,765 +991	+5%	+$57.6K	﹤0.01%	2347
2025 Q1	$1.06M	Sell	18,774 -11,456	-38%	-$663K	﹤0.01%	2196
2024 Q4	$1.77M	Buy	30,230 +5,269	+21%	+$322K	﹤0.01%	1758
2024 Q3	$1.56M	Buy	24,961 +2,070	+9%	+$121K	﹤0.01%	1914
2024 Q2	$1.33M	Buy	22,891 +7	+0%	+$401	﹤0.01%	1964
2024 Q1	$1.28M	Buy	22,884 +1,185	+5%	+$65.7K	﹤0.01%	2095
2023 Q4	$1.23M	Sell	21,699 -11,403	-34%	-$617K	﹤0.01%	2307
2023 Q3	$1.77M	Buy	33,102 +12,042	+57%	+$648K	﹤0.01%	2113
2023 Q2	$1.11M	Sell	21,060 -5,704	-21%	-$294K	﹤0.01%	2416
2023 Q1	$1.36M	Buy	26,764 +1,467	+6%	+$74.6K	﹤0.01%	2176
2022 Q4	$1.24M	Buy	25,297 +10,326	+69%	+$495K	﹤0.01%	2183
2022 Q3	$682K	Buy	14,971 +6,863	+85%	+$336K	﹤0.01%	2585
2022 Q2	$394K	Buy	8,108 +212	+3%	+$11.1K	﹤0.01%	3158
2022 Q1	$449K	Sell	7,896 -207	-3%	-$11.8K	﹤0.01%	3322
2021 Q4	$481K	Buy	8,103 +1,734	+27%	+$103K	﹤0.01%	3100
2021 Q3	$374K	Sell	6,369 -11,329	-64%	-$680K	﹤0.01%	3328
2021 Q2	$1.08M	Buy	17,698 +9,615	+119%	+$563K	﹤0.01%	2286
2021 Q1	$448K	Sell	8,083 -1,808	-18%	-$97.7K	﹤0.01%	2984
2020 Q4	$510K	Buy	9,891 +107	+1%	+$5.14K	﹤0.01%	2616
2020 Q3	$434K	Sell	9,784 -1,600	-14%	-$71.1K	﹤0.01%	2554
2020 Q2	$464K	Sell	11,384 -2,137	-16%	-$80.1K	﹤0.01%	2405
2020 Q1	$420K	Buy	+13,521	New	+$565K	﹤0.01%	2244

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

Osaic Holdings's EWX Position: Q2 2026 in Review

Osaic Holdings increased its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) stake by 20% in Q2 2026, buying an estimated $298K and bringing the position to 24,139 shares worth $1.79M. The position accounts for ﹤0.01% of the portfolio, ranked #2413.

Osaic Holdings first reported a position in EWX in Q1 2020 and has held it in 26 quarters since. 183 funds tracked by Wall St. Rank hold EWX as of Q2 2026.

Osaic Holdings held 24,139 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $1.79M as of Q2 2026.
Osaic Holdings bought 4,085 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q2 2026, an estimated $298K.
State Street SPDR S&P Emerging Markets Small Cap ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #2413 holding.
Osaic Holdings first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q1 2020 and has held it in 26 quarters since.
183 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.