Waddell & Associates’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Waddell & Associates’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	$3.86M	Sell	51,981 -1,602	-3%	-$117K	0.19%	36
2026 Q1	$3.54M	Sell	53,583 -593,866	-92%	-$40.1M	0.2%	32
2025 Q4	$42.5M	Buy	647,449 +398	+0.1%	+$26.4K	2.87%	12
2025 Q3	$43.5M	Buy	647,051 +19,913	+3%	+$1.3M	3.7%	11
2025 Q2	$38.9M	Buy	627,138 +12,101	+2%	+$703K	4.15%	10
2025 Q1	$34.8M	Buy	615,037 +13,461	+2%	+$779K	4.23%	10
2024 Q4	$35.3M	Buy	601,576 +9,579	+2%	+$585K	3.59%	11
2024 Q3	$36.9M	Buy	591,997 +14,840	+3%	+$864K	4.49%	10
2024 Q2	$33.4M	Buy	577,157 +9,710	+2%	+$557K	4.4%	10
2024 Q1	$31.7M	Sell	567,447 -1,643	-0.3%	-$91K	4.28%	11
2023 Q4	$32.1M	Buy	569,090 +6,573	+1%	+$356K	4.32%	9
2023 Q3	$30.1M	Buy	562,517 +10,686	+2%	+$575K	4.4%	9
2023 Q2	$29M	Buy	551,831 +8,660	+2%	+$447K	4.25%	10
2023 Q1	$27.5M	Buy	543,171 +9,103	+2%	+$463K	4.3%	9
2022 Q4	$26.1M	Buy	+534,068	New	+$25.6M	4.38%	9

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

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

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

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

EWM

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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

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

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

Waddell & Associates's EWX Position: Q2 2026 in Review

Waddell & Associates reduced its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) stake by 3% in Q2 2026, selling an estimated $117K and leaving 51,981 shares worth $3.86M. The position accounts for 0.19% of the portfolio, ranked #36.

Waddell & Associates first reported a position in EWX in Q4 2022 and has held it in 15 quarters since. The position peaked at $43.5M in Q3 2025. 184 funds tracked by Wall St. Rank hold EWX as of Q2 2026.

Waddell & Associates held 51,981 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $3.86M as of Q2 2026.
Waddell & Associates sold 1,602 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q2 2026, an estimated $117K.
State Street SPDR S&P Emerging Markets Small Cap ETF made up 0.19% of Waddell & Associates's portfolio in Q2 2026, its #36 holding.
Waddell & Associates first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2022 and has held it in 15 quarters since.
Waddell & Associates's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $43.5M in Q3 2025.
184 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.