Sage Financial Group’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Sage Financial Group’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	$248K	Hold	3,339	–	–	0.01%	101
2026 Q1	$221K	Hold	3,339	–	–	0.01%	104
2025 Q4	$219K	Buy	+3,339	New	+$222K	0.01%	102
2025 Q3	–	Sell	-3,305	Closed	-$205K	–	98
2025 Q2	$205K	Buy	+3,305	New	+$192K	0.02%	99
2024 Q4	–	Sell	-3,287	Closed	-$205K	–	102
2024 Q3	$205K	Buy	+3,287	New	+$191K	0.02%	104
2020 Q2	–	Sell	-12,045	Closed	-$399K	–	72
2020 Q1	$399K	Sell	12,045 -10,508	-47%	-$439K	0.08%	41
2019 Q4	$1.04M	Buy	22,553 +1,493	+7%	+$66.7K	0.14%	36
2019 Q3	$915K	Sell	21,060 -4,300	-17%	-$190K	0.14%	40
2019 Q2	$1.13M	Sell	25,360 -1,541	-6%	-$67.9K	0.17%	38
2019 Q1	$1.2M	Sell	26,901 -865	-3%	-$37.8K	0.19%	36
2018 Q4	$1.14M	Buy	+27,766	New	+$1.17M	0.19%	41

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

Sage Financial Group's EWX Position: Q2 2026 in Review

Sage Financial Group held its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) position steady in Q2 2026 at 3,339 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #101.

Sage Financial Group first reported a position in EWX in Q4 2018 and has held it in 11 quarters since. The position peaked at $1.2M in Q1 2019. 184 funds tracked by Wall St. Rank hold EWX as of Q2 2026.

Sage Financial Group held 3,339 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $248K as of Q2 2026.
Sage Financial Group 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 Sage Financial Group's portfolio in Q2 2026, its #101 holding.
Sage Financial Group first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2018 and has held it in 11 quarters since.
Sage Financial Group's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $1.2M in Q1 2019.
184 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2026.

Based on Sage Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.