Rockefeller Capital Management’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Rockefeller Capital Management’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 Q1	$295K	Sell	4,466 -692	-13%	-$46.8K	﹤0.01%	2266
2025 Q4	$339K	Buy	5,158 +2,700	+110%	+$179K	﹤0.01%	2100
2025 Q3	$165K	Buy	+2,458	New	+$160K	﹤0.01%	2329
2023 Q1	–	Sell	-651	Closed	-$31K	–	2581
2022 Q4	$31K	Buy	651 +5	+0.8%	+$240	﹤0.01%	2611
2022 Q3	$29K	Buy	646 +246	+62%	+$12K	﹤0.01%	2608
2022 Q2	$19K	Hold	400	–	–	﹤0.01%	2772
2022 Q1	$22K	Buy	+400	New	+$22.8K	﹤0.01%	2678
2021 Q1	–	Sell	-37	Closed	-$1K	–	3279
2020 Q4	$1K	Hold	37	–	–	﹤0.01%	2715
2020 Q3	$1K	Buy	+37	New	+$1.64K	﹤0.01%	2467

Other funds holding EWX

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EWM

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Rockefeller Capital Management's EWX Position: Q1 2026 in Review

Rockefeller Capital Management reduced its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) stake by 13% in Q1 2026, selling an estimated $46.8K and leaving 4,466 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #2266.

Rockefeller Capital Management first reported a position in EWX in Q3 2020 and has held it in 9 quarters since. The position peaked at $339K in Q4 2025. 187 funds tracked by Wall St. Rank hold EWX as of Q1 2026.

Rockefeller Capital Management held 4,466 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $295K as of Q1 2026.
Rockefeller Capital Management sold 692 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q1 2026, an estimated $46.8K.
State Street SPDR S&P Emerging Markets Small Cap ETF made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #2266 holding.
Rockefeller Capital Management first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q3 2020 and has held it in 9 quarters since.
Rockefeller Capital Management's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $339K in Q4 2025.
187 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.