Private Trust Company’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Private Trust Company’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	$12.8K	Hold	172	–	–	﹤0.01%	1979
2026 Q1	$11.4K	Hold	172	–	–	﹤0.01%	1932
2025 Q4	$11.3K	Hold	172	–	–	﹤0.01%	1891
2025 Q3	$11.6K	Sell	172 -481	-74%	-$31.3K	﹤0.01%	1849
2025 Q2	$40.5K	Hold	653	–	–	﹤0.01%	1300
2025 Q1	$37K	Sell	653 -21	-3%	-$1.22K	﹤0.01%	1312
2024 Q4	$39.5K	Buy	674 +162	+32%	+$9.89K	﹤0.01%	1261
2024 Q3	$31.9K	Buy	512 +150	+41%	+$8.73K	﹤0.01%	1299
2024 Q2	$21K	Hold	362	–	–	﹤0.01%	1440
2024 Q1	$20.2K	Buy	362 +214	+145%	+$11.9K	﹤0.01%	1431
2023 Q4	$8.36K	Hold	148	–	–	﹤0.01%	1718
2023 Q3	$7.92K	Sell	148 -577	-80%	-$31K	﹤0.01%	1685
2023 Q2	$38.1K	Buy	725 +148	+26%	+$7.63K	﹤0.01%	1133
2023 Q1	$29.2K	Hold	577	–	–	﹤0.01%	1184
2022 Q4	$28K	Hold	577	–	–	﹤0.01%	1172
2022 Q3	$26K	Hold	577	–	–	﹤0.01%	1110
2022 Q2	$28K	Buy	+577	New	+$30.3K	﹤0.01%	1120
2014 Q4	–	Sell	-1,099	Closed	-$53K	–	573
2014 Q3	$53K	Buy	1,099 +474	+76%	+$23.9K	0.02%	533
2014 Q2	$31K	Hold	625	–	–	0.01%	706
2014 Q1	$30K	Hold	625	–	–	0.01%	630
2013 Q4	$29K	Hold	625	–	–	0.01%	589
2013 Q3	$28K	Hold	625	–	–	0.01%	571
2013 Q2	$28K	Buy	+625	New	+$29.8K	0.01%	540

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 $7.88B AUM 10.78% 1-Year Est. Return

Private Trust Company's EWX Position: Q2 2026 in Review

Private Trust Company held its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) position steady in Q2 2026 at 172 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1979.

Private Trust Company first reported a position in EWX in Q2 2013 and has held it in 23 quarters since. The position peaked at $53K in Q3 2014. 186 funds tracked by Wall St. Rank hold EWX as of Q2 2026.

Private Trust Company held 172 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $12.8K as of Q2 2026.
Private Trust Company left its State Street SPDR S&P Emerging Markets Small Cap ETF share count unchanged in Q2 2026.
State Street SPDR S&P Emerging Markets Small Cap ETF made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #1979 holding.
Private Trust Company first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q2 2013 and has held it in 23 quarters since.
Private Trust Company's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $53K in Q3 2014.
186 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.