Steward Partners Investment Advisory’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Steward Partners Investment Advisory’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 Q1	–	Sell	-135	Closed	-$8.86K	–	4476
2025 Q4	$8.86K	Sell	135 -9,615	-99%	-$639K	﹤0.01%	3492
2025 Q3	$656K	Buy	9,750 +4	+0%	+$260	﹤0.01%	1248
2025 Q2	$605K	Sell	9,746 -28,642	-75%	-$1.66M	﹤0.01%	1209
2025 Q1	$2.17M	Buy	+38,388	New	+$2.22M	0.02%	644

Other funds holding EWX

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Steward Partners Investment Advisory's EWX Position: Q1 2026 in Review

Steward Partners Investment Advisory sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q1 2026, closing a stake of 135 shares — an estimated $8.86K sold.

Steward Partners Investment Advisory first reported a position in EWX in Q1 2025 and held it in 4 quarters. The position peaked at $2.17M in Q1 2025. 187 funds tracked by Wall St. Rank hold EWX as of Q1 2026.

Steward Partners Investment Advisory reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q1 2026 after selling out during the quarter.
Steward Partners Investment Advisory sold 135 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q1 2026, an estimated $8.86K.
Steward Partners Investment Advisory first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q1 2025 and held it in 4 quarters.
Steward Partners Investment Advisory's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $2.17M in Q1 2025.
187 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.