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

SageView Advisory 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
Q1 		– Sell
-1,002
Closed -$65.8K – 1181
2025
Q4 		$65.8K Buy
+1,002
New +$66.5K ﹤0.01% 967
2024
Q2 		– Sell
-4,687
Closed -$964K – 587
2024
Q1 		$964K Buy
+4,687
New +$260K 0.05% 203

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 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

SageView Advisory Group's EWX Position: Q1 2026 in Review

SageView Advisory Group sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q1 2026, closing a stake of 1,002 shares — an estimated $65.8K sold.

SageView Advisory Group first reported a position in EWX in Q1 2024 and held it in 2 quarters. The position peaked at $964K in Q1 2024. 187 funds tracked by Wall St. Rank hold EWX as of Q1 2026.

  • SageView Advisory Group reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,002 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q1 2026, an estimated $65.8K.
  • SageView Advisory Group first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q1 2024 and held it in 2 quarters.
  • SageView Advisory Group's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $964K in Q1 2024.
  • 187 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.