Summit Trail Advisors’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Summit Trail Advisors’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	-7,307	Closed	-$480K	–	1463
2025 Q4	$480K	Sell	7,307 -4,075	-36%	-$271K	0.01%	1089
2025 Q3	$766K	Hold	11,382	–	–	0.01%	952
2025 Q2	$706K	Sell	11,382 -713	-6%	-$41.4K	0.01%	594
2025 Q1	$685K	Hold	12,095	–	–	0.02%	208
2024 Q4	$709K	Hold	12,095	–	–	0.03%	169
2024 Q3	$754K	Hold	12,095	–	–	0.02%	316
2024 Q2	$701K	Buy	+12,095	New	+$693K	0.02%	305

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Summit Trail Advisors's EWX Position: Q1 2026 in Review

Summit Trail Advisors sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q1 2026, closing a stake of 7,307 shares — an estimated $480K sold.

Summit Trail Advisors first reported a position in EWX in Q2 2024 and held it in 7 quarters. The position peaked at $766K in Q3 2025. 188 funds tracked by Wall St. Rank hold EWX as of Q1 2026.

Summit Trail Advisors reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q1 2026 after selling out during the quarter.
Summit Trail Advisors sold 7,307 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q1 2026, an estimated $480K.
Summit Trail Advisors first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q2 2024 and held it in 7 quarters.
Summit Trail Advisors's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $766K in Q3 2025.
188 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.