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TD Capital Management’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

TD Capital 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
Q1 		$53.1K Hold
803
– – ﹤0.01% 233
2025
Q4 		$52.7K Buy
803
+8
+1% +$531 ﹤0.01% 228
2025
Q3 		$53.5K Hold
795
– – ﹤0.01% 212
2025
Q2 		$49.3K Buy
795
+5
+0.6% +$291 ﹤0.01% 221
2025
Q1 		$44.8K Hold
790
– – ﹤0.01% 191
2024
Q4 		$46.3K Buy
790
+9
+1% +$550 ﹤0.01% 185
2024
Q3 		$48.7K Hold
781
– – ﹤0.01% 187
2024
Q2 		$45.3K Buy
781
+3
+0.4% +$172 ﹤0.01% 188
2024
Q1 		$43.4K Sell
778
-70
-8% -$3.88K ﹤0.01% 191
2023
Q4 		$47.9K Buy
848
+489
+136% +$26.5K 0.01% 183
2023
Q3 		$19.2K Buy
+359
New +$19.3K ﹤0.01% 239

Other funds holding EWX

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
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
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return