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 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 Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Vista Investment Management's EWX Position: Q1 2026 in Review

Vista Investment Management increased its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) stake by 4.3% in Q1 2026, buying an estimated $134K and bringing the position to 47,923 shares worth $3.17M. The position accounts for 1.05% of the portfolio, ranked #27.

Vista Investment Management first reported a position in EWX in Q4 2017 and has held it in 24 quarters since. 187 funds tracked by Wall St. Rank hold EWX as of Q1 2026.

Vista Investment Management held 47,923 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $3.17M as of Q1 2026.
Vista Investment Management bought 1,979 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q1 2026, an estimated $134K.
State Street SPDR S&P Emerging Markets Small Cap ETF made up 1.05% of Vista Investment Management's portfolio in Q1 2026, its #27 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 24 quarters since.
187 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q1 2026.

Based on Vista Investment Management's 13F filing for Q1 2026, filed 15 May 2026.