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

Principal Securities’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 		$321K Sell
4,318
-417
-9% -$30.4K ﹤0.01% 1298
2026
Q1 		$313K Sell
4,735
-12
-0.3% -$811 ﹤0.01% 1179
2025
Q4 		$312K Sell
4,747
-607
-11% -$40.3K ﹤0.01% 1130
2025
Q3 		$360K Sell
5,354
-117
-2% -$7.61K 0.01% 1043
2025
Q2 		$339K Buy
5,471
+136
+3% +$7.9K 0.01% 1017
2025
Q1 		$313K Hold
5,335
– – 0.01% 955
2024
Q4 		$313K Buy
5,335
+367
+7% +$22.4K 0.01% 951
2024
Q3 		$310K Buy
4,968
+103
+2% +$6K 0.01% 921
2024
Q2 		$282K Buy
4,865
+932
+24% +$53.4K 0.01% 908
2024
Q1 		$219K Buy
3,933
+1,827
+87% +$101K 0.01% 976
2023
Q4 		$119K Buy
+2,106
New +$114K ﹤0.01% 1133

Other funds holding EWX

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
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
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Principal Securities's EWX Position: Q2 2026 in Review

Principal Securities reduced its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) stake by 8.8% in Q2 2026, selling an estimated $30.4K and leaving 4,318 shares worth $321K. The position accounts for ﹤0.01% of the portfolio, ranked #1298.

Principal Securities first reported a position in EWX in Q4 2023 and has held it in 11 quarters since. The position peaked at $360K in Q3 2025. 184 funds tracked by Wall St. Rank hold EWX as of Q2 2026.

  • Principal Securities held 4,318 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $321K as of Q2 2026.
  • Principal Securities sold 417 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q2 2026, an estimated $30.4K.
  • State Street SPDR S&P Emerging Markets Small Cap ETF made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1298 holding.
  • Principal Securities first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $360K in Q3 2025.
  • 184 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.