SA
EWX icon

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

Sanctuary Advisors’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
-13,259
Closed -$871K – 2558
2025
Q4 		$871K Buy
13,259
+456
+4% +$30.3K ﹤0.01% 1400
2025
Q3 		$862K Buy
12,803
+331
+3% +$21.5K ﹤0.01% 1376
2025
Q2 		$774K Buy
12,472
+858
+7% +$49.9K ﹤0.01% 1364
2025
Q1 		$658K Buy
11,614
+272
+2% +$15.7K ﹤0.01% 1344
2024
Q4 		$653K Sell
11,342
-258
-2% -$15.8K ﹤0.01% 1526
2024
Q3 		$696K Sell
11,600
-1,096
-9% -$63.8K ﹤0.01% 1489
2024
Q2 		$719K Buy
+12,696
New +$728K 0.01% 1381

Other funds holding EWX

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return