Stifel Financial’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Stifel Financial’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	$258K	Buy	3,475 +233	+7%	+$17K	﹤0.01%	3369
2026 Q1	$214K	Buy	3,242 +147	+5%	+$9.94K	﹤0.01%	3386
2025 Q4	$203K	Buy	+3,095	New	+$206K	﹤0.01%	3373
2021 Q4	–	Sell	-3,646	Closed	-$214K	–	3390
2021 Q3	$214K	Sell	3,646 -127	-3%	-$7.62K	﹤0.01%	3101
2021 Q2	$232K	Buy	3,773 +28	+0.7%	+$1.64K	﹤0.01%	3055
2021 Q1	$208K	Sell	3,745 -1,701	-31%	-$91.9K	﹤0.01%	3001
2020 Q4	$281K	Buy	5,446 +291	+6%	+$14K	﹤0.01%	2628
2020 Q3	$229K	Sell	5,155 -469	-8%	-$20.8K	﹤0.01%	2549
2020 Q2	$229K	Sell	5,624 -109,952	-95%	-$4.12M	﹤0.01%	2518
2020 Q1	$3.83M	Sell	115,576 -7,962	-6%	-$333K	0.01%	758
2019 Q4	$5.69M	Buy	123,538 +3,742	+3%	+$167K	0.01%	835
2019 Q3	$5.21M	Buy	119,796 +2,763	+2%	+$122K	0.01%	812
2019 Q2	$5.24M	Sell	117,033 -8,089	-6%	-$357K	0.01%	843
2019 Q1	$5.57M	Buy	125,122 +7,377	+6%	+$322K	0.02%	772
2018 Q4	$4.83M	Buy	117,745 +28,642	+32%	+$1.21M	0.02%	791
2018 Q3	$3.99M	Buy	89,103 +842	+1%	+$39.2K	0.01%	925
2018 Q2	$4.19M	Buy	88,261 +4,561	+5%	+$231K	0.01%	890
2018 Q1	$4.39M	Buy	83,700 +4,035	+5%	+$214K	0.01%	841
2017 Q4	$4.14M	Buy	79,665 +67,358	+547%	+$3.41M	0.01%	851
2017 Q3	$611K	Sell	12,307 -1,071	-8%	-$52.2K	﹤0.01%	1763
2017 Q2	$624K	Buy	13,378 +632	+5%	+$29.2K	﹤0.01%	1747
2017 Q1	$581K	Sell	12,746 -2,899	-19%	-$126K	﹤0.01%	1729
2016 Q4	$625K	Buy	15,645 +1,154	+8%	+$48K	﹤0.01%	1653
2016 Q3	$627K	Sell	14,491 -6,300	-30%	-$264K	﹤0.01%	1601
2016 Q2	$819K	Sell	20,791 -50	-0.2%	-$1.93K	﹤0.01%	1474
2016 Q1	$811K	Buy	20,841 +4,923	+31%	+$178K	﹤0.01%	1331
2015 Q4	$601K	Buy	+15,918	New	+$619K	﹤0.01%	1557
2014 Q4	–	Sell	-29,468	Closed	-$1.41M	–	2363
2014 Q3	$1.41M	Buy	+29,468	New	+$1.49M	0.01%	924

Other funds holding EWX

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

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 San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Stifel Financial's EWX Position: Q2 2026 in Review

Stifel Financial increased its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) stake by 7.2% in Q2 2026, buying an estimated $17K and bringing the position to 3,475 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #3369.

Stifel Financial first reported a position in EWX in Q3 2014 and has held it in 28 quarters since. The position peaked at $5.69M in Q4 2019. 184 funds tracked by Wall St. Rank hold EWX as of Q2 2026.

Stifel Financial held 3,475 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $258K as of Q2 2026.
Stifel Financial bought 233 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q2 2026, an estimated $17K.
State Street SPDR S&P Emerging Markets Small Cap ETF made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3369 holding.
Stifel Financial first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q3 2014 and has held it in 28 quarters since.
Stifel Financial's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $5.69M in Q4 2019.
184 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.