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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
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$328K Sell
4,417
-1,154
-21% -$84.2K 0.01% 830
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 – 1203
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

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 $7.88B AUM 10.78% 1-Year Est. Return

Sowell Financial Services's EWX Position: Q2 2026 in Review

Sowell Financial Services reduced its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) stake by 21% in Q2 2026, selling an estimated $84.2K and leaving 4,417 shares worth $328K. The position accounts for 0.01% of the portfolio, ranked #830.

Sowell Financial Services first reported a position in EWX in Q3 2019 and has held it in 19 quarters since. The position peaked at $630K in Q1 2024. 186 funds tracked by Wall St. Rank hold EWX as of Q2 2026.

  • Sowell Financial Services held 4,417 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $328K as of Q2 2026.
  • Sowell Financial Services sold 1,154 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q2 2026, an estimated $84.2K.
  • State Street SPDR S&P Emerging Markets Small Cap ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #830 holding.
  • Sowell Financial Services first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q3 2019 and has held it in 19 quarters since.
  • Sowell Financial Services's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $630K in Q1 2024.
  • 186 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.