SWM
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Spire Wealth Management’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Spire Wealth 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 		$1.11M Buy
14,944
+219
+1% +$16K 0.03% 367
2026
Q1 		$974K Buy
14,725
+520
+4% +$35.1K 0.03% 391
2025
Q4 		$933K Buy
14,205
+261
+2% +$17.3K 0.03% 402
2025
Q3 		$938K Buy
13,944
+224
+2% +$14.6K 0.03% 389
2025
Q2 		$851K Sell
13,720
-476
-3% -$27.7K 0.03% 390
2025
Q1 		$804K Buy
14,196
+338
+2% +$19.6K 0.03% 450
2024
Q4 		$812K Buy
13,858
+505
+4% +$30.8K 0.03% 436
2024
Q3 		$833K Buy
13,353
+364
+3% +$21.2K 0.03% 414
2024
Q2 		$752K Buy
12,989
+929
+8% +$53.3K 0.03% 402
2024
Q1 		$673K Buy
12,060
+930
+8% +$51.5K 0.01% 451
2023
Q4 		$607K Buy
11,130
+488
+5% +$26.4K 0.02% 469
2023
Q3 		$569K Buy
10,642
+480
+5% +$25.8K 0.02% 451
2023
Q2 		$534K Sell
10,162
-259
-2% -$13.4K 0.02% 475
2023
Q1 		$528K Buy
10,421
+2,332
+29% +$119K 0.02% 474
2022
Q4 		$396K Hold
8,089
– – 0.02% 400
2022
Q3 		$369K Hold
8,089
– – 0.02% 397
2022
Q2 		$394K Hold
8,089
– – 0.02% 548
2022
Q1 		$458K Hold
8,089
– – 0.01% 603
2021
Q4 		$480K Hold
8,089
– – 0.01% 716
2021
Q3 		$474K Sell
8,089
-68
-0.8% -$4.08K 0.01% 601
2021
Q2 		$500K Hold
8,157
– – 0.01% 607
2021
Q1 		$452K Buy
+8,157
New +$441K 0.01% 705

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AC
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WFP
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WA
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RA
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1WA
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SPA
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SS
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HCP
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FWP
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