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SFS
Sowell Financial Services’s
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
Stock Holding History
Sowell Financial Services’s Portfolio
EWX Stock Details
EWX Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$368K
Sell
5,571
-75
-1%
-$5.07K
0.01%
757
2025
Q4
$371K
Buy
5,646
+24
+0.4%
+$1.59K
0.01%
744
2025
Q3
$378K
Buy
5,622
+17
+0.3%
+$1.11K
0.01%
732
2025
Q2
$348K
Sell
5,605
-1,717
-23%
-$99.8K
0.01%
727
2025
Q1
$415K
Buy
+7,322
New
+$424K
0.02%
642
2024
Q3
–
Sell
-10,125
Closed
-$586K
–
550
2024
Q2
$586K
Sell
10,125
-1,167
-10%
-$66.9K
0.03%
413
2024
Q1
$630K
Buy
11,292
+340
+3%
+$18.8K
0.03%
419
2023
Q4
$618K
Sell
10,952
-747
-6%
-$40.4K
0.03%
406
2023
Q3
$626K
Sell
11,699
-1
-0%
-$54
0.04%
368
2023
Q2
$614K
Buy
11,700
+6,333
+118%
+$327K
0.03%
428
2023
Q1
$272K
Buy
+5,367
New
+$273K
0.02%
595
2021
Q2
–
Sell
-1,421
Closed
-$82K
–
1204
2021
Q1
$82K
Buy
1,421
+1,015
+250%
+$54.8K
﹤0.01%
1459
2020
Q4
$21K
Sell
406
-19
-4%
-$913
﹤0.01%
1718
2020
Q3
$19K
Sell
425
-28
-6%
-$1.24K
﹤0.01%
1576
2020
Q2
$19K
Sell
453
-199
-31%
-$7.46K
﹤0.01%
1477
2020
Q1
$22K
Buy
652
+339
+108%
+$14.2K
﹤0.01%
1356
2019
Q4
$14K
Buy
313
+208
+198%
+$9.29K
﹤0.01%
1561
2019
Q3
$5K
Buy
+105
New
+$4.63K
﹤0.01%
1761
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$49B AUM
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1-Year Est. Return
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$1.66T AUM
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1-Year Est. Return
Mariner
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$85.7B AUM
24.21%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
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
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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