Portland Global Advisors’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Portland Global Advisors’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	$229K	Sell	3,085 -175	-5%	-$12.8K	0.02%	141
2026 Q1	$216K	Hold	3,260	–	–	0.02%	137
2025 Q4	$214K	Hold	3,260	–	–	0.02%	146
2025 Q3	$219K	Hold	3,260	–	–	0.02%	142
2025 Q2	$202K	Buy	+3,260	New	+$189K	0.02%	140
2024 Q4	–	Sell	-3,260	Closed	-$203K	–	136
2024 Q3	$203K	Buy	+3,260	New	+$190K	0.03%	135

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

Portland Global Advisors's EWX Position: Q2 2026 in Review

Portland Global Advisors reduced its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) stake by 5.4% in Q2 2026, selling an estimated $12.8K and leaving 3,085 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #141.

Portland Global Advisors first reported a position in EWX in Q3 2024 and has held it in 6 quarters since. 184 funds tracked by Wall St. Rank hold EWX as of Q2 2026.

Portland Global Advisors held 3,085 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $229K as of Q2 2026.
Portland Global Advisors sold 175 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q2 2026, an estimated $12.8K.
State Street SPDR S&P Emerging Markets Small Cap ETF made up 0.02% of Portland Global Advisors's portfolio in Q2 2026, its #141 holding.
Portland Global Advisors first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q3 2024 and has held it in 6 quarters since.
184 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2026.

Based on Portland Global Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.