SIM
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Sims Investment Management’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Sims Investment 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
Q3 		– Sell
-376
Closed -$27.9K – 78
2026
Q2 		$27.9K Buy
+376
New +$27.4K 0.01% 77

Other funds holding EWX

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
HWA
HighRoad Wealth Advisors Coos Bay, Oregon $120M AUM 14.34% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return
SS
Sound Stewardship Overland Park, Kansas $246M AUM 11.18% 1-Year Est. Return
HCP
Hardin Capital Partners Greenville, South Carolina $205M AUM 3.28% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Sims Investment Management's EWX Position: Q3 2026 in Review

Sims Investment Management sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q3 2026, closing a stake of 376 shares — an estimated $27.9K sold.

Sims Investment Management first reported a position in EWX in Q2 2026 and held it in 1 quarter. The position peaked at $27.9K in Q2 2026. 17 funds tracked by Wall St. Rank hold EWX as of Q3 2026.

  • Sims Investment Management reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q3 2026 after selling out during the quarter.
  • Sims Investment Management sold 376 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q3 2026, an estimated $27.9K.
  • Sims Investment Management first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q2 2026 and held it in 1 quarter.
  • Sims Investment Management's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $27.9K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q3 2026.

Based on Sims Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.