WFP
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Welch Financial Planning’s State Street SPDR S&P Emerging Markets Small Cap ETF EWX Stock Holding History

Welch Financial Planning’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 		$6.52M Buy
87,734
+3,460
+4% +$252K 3.8% 10
2026
Q1 		$5.57M Buy
84,274
+2,139
+3% +$145K 4.01% 10
2025
Q4 		$5.39M Buy
+82,135
New +$5.45M 3.93% 9

Other funds holding EWX

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.5B AUM 19.48% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return
RFWA
RPg Family Wealth Advisory Burlington, Massachusetts $600M AUM 36.53% 1-Year Est. Return
RPG
Risk Paradigm Group Austin, Texas $128M AUM
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
BMWS
Brady Martz Wealth Solutions Grand Forks, North Dakota $662M AUM 22.48% 1-Year Est. Return

Welch Financial Planning's EWX Position: Q2 2026 in Review

Welch Financial Planning increased its State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) stake by 4.1% in Q2 2026, buying an estimated $252K and bringing the position to 87,734 shares worth $6.52M. The position accounts for 3.8% of the portfolio, ranked #10.

Welch Financial Planning first reported a position in EWX in Q4 2025 and has held it in 3 quarters since. 93 funds tracked by Wall St. Rank hold EWX as of Q2 2026.

  • Welch Financial Planning held 87,734 shares of State Street SPDR S&P Emerging Markets Small Cap ETF worth $6.52M as of Q2 2026.
  • Welch Financial Planning bought 3,460 State Street SPDR S&P Emerging Markets Small Cap ETF shares in Q2 2026, an estimated $252K.
  • State Street SPDR S&P Emerging Markets Small Cap ETF made up 3.8% of Welch Financial Planning's portfolio in Q2 2026, its #10 holding.
  • Welch Financial Planning first reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 93 funds tracked by Wall St. Rank held State Street SPDR S&P Emerging Markets Small Cap ETF as of Q2 2026.

Based on Welch Financial Planning's 13F filing for Q2 2026, filed 15 Jul 2026.