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

Shore Point 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 Q2	$477K	Sell	6,419 -6	-0.1%	-$438	0.16%	46
2026 Q1	$425K	Buy	6,425 +63	+1%	+$4.26K	0.17%	50
2025 Q4	$418K	Buy	6,362 +195	+3%	+$12.9K	0.18%	48
2025 Q3	$415K	Buy	6,167 +35	+0.6%	+$2.28K	0.18%	50
2025 Q2	$380K	Buy	6,132 +191	+3%	+$11.1K	0.18%	51
2025 Q1	$336K	Buy	5,941 +87	+1%	+$5.04K	0.18%	52
2024 Q4	$343K	Sell	5,854 -3,353	-36%	-$205K	0.18%	49
2024 Q3	$574K	Buy	9,207 +90	+1%	+$5.24K	0.31%	38
2024 Q2	$528K	Buy	9,117 +7	+0.1%	+$401	0.3%	37
2024 Q1	$508K	Buy	9,110 +389	+4%	+$21.6K	0.29%	37
2023 Q4	$492K	Buy	8,721 +1,351	+18%	+$73.2K	0.3%	36
2023 Q3	$394K	Buy	7,370 +18	+0.2%	+$968	0.29%	35
2023 Q2	$386K	Sell	7,352 -260	-3%	-$13.4K	0.28%	34
2023 Q1	$386K	Buy	7,612 +225	+3%	+$11.4K	0.29%	34
2022 Q4	$362K	Buy	+7,387	New	+$354K	0.3%	35

Other funds holding EWX

EWM

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

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

BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return

WFP

Welch Financial Planning Boulder, Colorado $172M AUM

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

BMWS

Brady Martz Wealth Solutions Grand Forks, North Dakota $662M AUM 22.48% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return

CWM

Cabot Wealth Management Salem, Massachusetts $982M AUM 21.85% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Shore Point Advisors's EWX Position: Q2 2026 in Review

Shore Point Advisors reduced its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) stake by 0.09% in Q2 2026, selling an estimated $438 and leaving 6,419 shares worth $477K. The position accounts for 0.16% of the portfolio, ranked #46.

Shore Point Advisors first reported a position in EWX in Q4 2022 and has held it in 15 quarters since. The position peaked at $574K in Q3 2024. 73 funds tracked by Wall St. Rank hold EWX as of Q2 2026.

Shore Point Advisors held 6,419 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $477K as of Q2 2026.
Shore Point Advisors sold 6 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q2 2026, an estimated $438.
State Street SPDR S&P Emerging Markets Small Cap ETF made up 0.16% of Shore Point Advisors's portfolio in Q2 2026, its #46 holding.
Shore Point Advisors first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2022 and has held it in 15 quarters since.
Shore Point Advisors's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $574K in Q3 2024.
73 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2026.

Based on Shore Point Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.