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
Q2 		$27.9K Buy
+376
New +$27.4K 0.01% 77

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
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
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

Sims Investment Management's EWX Position: Q2 2026 in Review

Sims Investment Management opened a new position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q2 2026: 376 shares worth $27.9K. The stake represents 0.01% of the portfolio and ranks #77 among its holdings.

183 funds tracked by Wall St. Rank hold EWX as of Q2 2026.

  • Sims Investment Management held 376 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $27.9K as of Q2 2026.
  • State Street SPDR S&P Emerging Markets Small Cap ETF was a new Sims Investment Management position in Q2 2026.
  • State Street SPDR S&P Emerging Markets Small Cap ETF made up 0.01% of Sims Investment Management's portfolio in Q2 2026, its #77 holding.
  • 183 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2026.

Based on Sims Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.