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

Vista 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
Q2 		$3.59M Buy
48,283
+360
+0.8% +$26.3K 1.08% 26
2026
Q1 		$3.17M Buy
47,923
+1,979
+4% +$134K 1.05% 27
2025
Q4 		$3.02M Buy
45,944
+5,493
+14% +$365K 1% 31
2025
Q3 		$2.72M Buy
40,451
+348
+0.9% +$22.6K 0.95% 33
2025
Q2 		$2.49M Buy
40,103
+3,438
+9% +$200K 0.92% 34
2025
Q1 		$2.08M Buy
36,665
+1,895
+5% +$110K 0.81% 37
2024
Q4 		$2.04M Buy
34,770
+4,568
+15% +$279K 0.77% 40
2024
Q3 		$1.88M Buy
30,202
+5,768
+24% +$336K 0.71% 45
2024
Q2 		$1.42M Buy
24,434
+3,397
+16% +$195K 0.57% 59
2024
Q1 		$1.17M Buy
21,037
+2,548
+14% +$141K 0.48% 66
2023
Q4 		$1.04M Buy
18,489
+4,336
+31% +$235K 0.49% 67
2023
Q3 		$757K Buy
14,153
+273
+2% +$14.7K 0.4% 79
2023
Q2 		$729K Buy
13,880
+9,006
+185% +$464K 0.37% 89
2023
Q1 		$247K Buy
+4,874
New +$248K 0.13% 144
2020
Q3 		– Sell
-22,212
Closed -$907K – 144
2020
Q2 		$907K Buy
22,212
+2,796
+14% +$105K 0.78% 44
2020
Q1 		$643K Sell
19,416
-792
-4% -$33.1K 0.66% 51
2019
Q4 		$931K Sell
20,208
-382
-2% -$17.1K 0.7% 50
2019
Q3 		$894K Sell
20,590
-178
-0.9% -$7.85K 0.74% 45
2019
Q2 		$928K Buy
20,768
+3,463
+20% +$153K 0.79% 41
2019
Q1 		$771K Buy
17,305
+1,310
+8% +$57.2K 0.68% 52
2018
Q4 		$655K Sell
15,995
-6,054
-27% -$255K 0.67% 52
2018
Q3 		$988K Buy
22,049
+1,646
+8% +$76.6K 0.87% 42
2018
Q2 		$968K Buy
20,403
+1,438
+8% +$72.8K 0.95% 36
2018
Q1 		$995K Buy
18,965
+869
+5% +$46.1K 1.04% 33
2017
Q4 		$941K Buy
+18,096
New +$916K 0.98% 36

Other funds holding EWX

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Vista Investment Management's EWX Position: Q2 2026 in Review

Vista Investment Management increased its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) stake by 0.75% in Q2 2026, buying an estimated $26.3K and bringing the position to 48,283 shares worth $3.59M. The position accounts for 1.08% of the portfolio, ranked #26.

Vista Investment Management first reported a position in EWX in Q4 2017 and has held it in 25 quarters since. 186 funds tracked by Wall St. Rank hold EWX as of Q2 2026.

  • Vista Investment Management held 48,283 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $3.59M as of Q2 2026.
  • Vista Investment Management bought 360 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q2 2026, an estimated $26.3K.
  • State Street SPDR S&P Emerging Markets Small Cap ETF made up 1.08% of Vista Investment Management's portfolio in Q2 2026, its #26 holding.
  • Vista Investment Management first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2017 and has held it in 25 quarters since.
  • 186 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2026.

Based on Vista Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.