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

Tortoise Investment 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	$3.4M	Sell	51,463 -10,215	-17%	-$690K	0.28%	78
2025 Q4	$4.05M	Sell	61,678 -885	-1%	-$58.8K	0.36%	69
2025 Q3	$4.21M	Sell	62,563 -110	-0.2%	-$7.16K	0.38%	66
2025 Q2	$3.89M	Sell	62,673 -1,420	-2%	-$82.5K	0.37%	67
2025 Q1	$3.63M	Buy	64,093 +880	+1%	+$50.9K	0.38%	63
2024 Q4	$3.7M	Buy	63,213 +635	+1%	+$38.8K	0.39%	66
2024 Q3	$3.9M	Sell	62,578 -100	-0.2%	-$5.82K	0.41%	64
2024 Q2	$3.63M	Buy	62,678 +585	+0.9%	+$33.5K	0.41%	61
2024 Q1	$3.46M	Buy	62,093 +1,175	+2%	+$65.1K	0.42%	61
2023 Q4	$3.44M	Sell	60,918 -1,090	-2%	-$59K	0.47%	57
2023 Q3	$3.32M	Sell	62,008 -1,200	-2%	-$64.6K	0.49%	53
2023 Q2	$3.32M	Sell	63,208 -855	-1%	-$44.1K	0.49%	52
2023 Q1	$3.24M	Buy	64,063 +574	+0.9%	+$29.2K	0.52%	48
2022 Q4	$3.11M	Buy	63,489 +8,606	+16%	+$413K	0.54%	46
2022 Q3	$2.5M	Buy	54,883 +8,618	+19%	+$421K	0.49%	54
2022 Q2	$2.25M	Buy	46,265 +5,189	+13%	+$273K	0.44%	57
2022 Q1	$2.33M	Sell	41,076 -2,500	-6%	-$142K	0.43%	53
2021 Q4	$2.58M	Buy	43,576 +5,630	+15%	+$334K	0.48%	43
2021 Q3	$2.23M	Buy	37,946 +2,777	+8%	+$167K	0.45%	46
2021 Q2	$2.16M	Sell	35,169 -125	-0.4%	-$7.32K	0.45%	49
2021 Q1	$1.96M	Sell	35,294 -680	-2%	-$36.7K	0.43%	46
2020 Q4	$1.86M	Sell	35,974 -2,488	-6%	-$120K	0.42%	44
2020 Q3	$1.71M	Sell	38,462 -195	-0.5%	-$8.66K	0.42%	48
2020 Q2	$1.58M	Buy	38,657 +10,413	+37%	+$390K	0.41%	51
2020 Q1	$935K	Buy	28,244 +6,568	+30%	+$275K	0.27%	67
2019 Q4	$998K	Buy	21,676 +277	+1%	+$12.4K	0.24%	65
2019 Q3	$930K	Buy	21,399 +2,475	+13%	+$109K	0.24%	67
2019 Q2	$846K	Sell	18,924 -620	-3%	-$27.3K	0.21%	71
2019 Q1	$871K	Sell	19,544 -105	-0.5%	-$4.59K	0.23%	72
2018 Q4	$805K	Sell	19,649 -771	-4%	-$32.5K	0.22%	71
2018 Q3	$915K	Buy	20,420 +4,844	+31%	+$226K	0.24%	67
2018 Q2	$739K	Buy	15,576 +330	+2%	+$16.7K	0.2%	75
2018 Q1	$800K	Buy	15,246 +875	+6%	+$46.4K	0.22%	65
2017 Q4	$747K	Buy	14,371 +895	+7%	+$45.3K	0.21%	65
2017 Q3	$668K	Sell	13,476 -50	-0.4%	-$2.44K	0.2%	68
2017 Q2	$631K	Buy	13,526 +1,800	+15%	+$83.1K	0.2%	67
2017 Q1	$532K	Buy	11,726 +1,000	+9%	+$43.4K	0.17%	71
2016 Q4	$426K	Sell	10,726 -2,550	-19%	-$106K	0.15%	79
2016 Q3	$573K	Buy	13,276 +1,700	+15%	+$71.2K	0.19%	65
2016 Q2	$456K	Sell	11,576 -150	-1%	-$5.78K	0.16%	74
2016 Q1	$456K	Sell	11,726 -2,050	-15%	-$74.1K	0.16%	74
2015 Q4	$519K	Sell	13,776 -1,303	-9%	-$50.7K	0.19%	72
2015 Q3	$557K	Sell	15,079 -7,937	-34%	-$316K	0.21%	68
2015 Q2	$1.04M	Sell	23,016 -1,105	-5%	-$52K	0.39%	47
2015 Q1	$1.08M	Buy	24,121 +1,546	+7%	+$68.8K	0.41%	45
2014 Q4	$1M	Buy	22,575 +380	+2%	+$17.6K	0.4%	47
2014 Q3	$1.06M	Buy	22,195 +2,194	+11%	+$111K	0.45%	41
2014 Q2	$1.01M	Buy	20,001 +2,626	+15%	+$128K	0.42%	45
2014 Q1	$824K	Buy	17,375 +9,475	+120%	+$431K	0.38%	49
2013 Q4	$367K	Buy	7,900 +500	+7%	+$23.4K	0.2%	67
2013 Q3	$337K	Sell	7,400 -450	-6%	-$20.2K	0.2%	67
2013 Q2	$345K	Buy	+7,850	New	+$374K	0.23%	60