Watershed Private Wealth’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Watershed Private Wealth’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
2025 Q4	–	Sell	-3,318	Closed	-$223K	–	117
2025 Q3	$223K	Sell	3,318 -69	-2%	-$4.49K	0.07%	110
2025 Q2	$210K	Sell	3,387 -1,959	-37%	-$114K	0.08%	103
2025 Q1	$303K	Sell	5,346 -2	-0%	-$116	0.12%	93
2024 Q4	$313K	Hold	5,348	–	–	0.12%	87
2024 Q3	$334K	Hold	5,348	–	–	0.13%	85
2024 Q2	$310K	Hold	5,348	–	–	0.13%	90
2024 Q1	$298K	Buy	+5,348	New	+$296K	0.13%	95
2023 Q4	–	Sell	-5,420	Closed	-$290K	–	110
2023 Q3	$290K	Hold	5,420	–	–	0.18%	79
2023 Q2	$285K	Hold	5,420	–	–	0.17%	76
2023 Q1	$275K	Hold	5,420	–	–	0.19%	71
2022 Q4	$265K	Buy	+5,420	New	+$260K	0.2%	69

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

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 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 $178B AUM 37.23% 1-Year Est. Return

Watershed Private Wealth's EWX Position: Q4 2025 in Review

Watershed Private Wealth sold out of State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) in Q4 2025, closing a stake of 3,318 shares — an estimated $223K sold.

Watershed Private Wealth first reported a position in EWX in Q4 2022 and held it in 11 quarters. The position peaked at $334K in Q3 2024. 192 funds tracked by Wall St. Rank hold EWX as of Q4 2025.

Watershed Private Wealth reported no remaining State Street SPDR S&P Emerging Markets Small Cap ETF position as of Q4 2025 after selling out during the quarter.
Watershed Private Wealth sold 3,318 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q4 2025, an estimated $223K.
Watershed Private Wealth first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2022 and held it in 11 quarters.
Watershed Private Wealth's State Street SPDR S&P Emerging Markets Small Cap ETF position peaked at $334K in Q3 2024.
192 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q4 2025.

Based on Watershed Private Wealth's 13F filing for Q4 2025, filed 23 Jan 2026.