SPDR 指數股票基金 - State Street SPDR S&P 新興市場小型股 ETF
US ˙ ARCA ˙ US78463X7562

SecurityEWX / SPDR Index Shares Funds - State Street SPDR S&P Emerging Markets Small Cap ETF
InstitutionAE Wealth Management LLC
Latest Disclosed Ownership42,603 shares
Latest Disclosed Value $ 2,816,896
AE Wealth Management LLC reports 34.69% increase in ownership of EWX / SPDR Index Shares Funds - State Street SPDR S&P Emerging Markets Small Cap ETF

On May 13, 2026 - AE Wealth Management LLC filed a 13F-HR form disclosing ownership of 42,603 shares of SPDR Index Shares Funds - State Street SPDR S&P Emerging Markets Small Cap ETF (US:EWX) valued at $2,816,910 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 31,631 shares of SPDR Index Shares Funds - State Street SPDR S&P Emerging Markets Small Cap ETF. This represents a change in shares of 34.69% during the quarter. The current value of the position is $3,195,651 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F SPDR INDEX SHS FDS STATE STREET SPD 78463X756 42,603 10,972 34.69 2,817 35.65 0.0152
2026-01-26 2025-12-31 13F SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 31,631 10,326 48.47 2,077 44.87 0.0119
2025-11-03 2025-09-30 13F SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 21,305 3,030 16.58 1,434 26.48 0.0091
2025-08-06 2025-06-30 13F SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 18,275 2,386 15.02 1,134 26.03 0.0083
2025-05-06 2025-03-31 13F SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 15,889 -4,032 -20.24 900 -22.96 0.0076
2025-02-13 2024-12-31 13F SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 19,921 -1,205 -5.70 1,168 -11.39 0.0099
2024-11-14 2024-09-30 13F SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 21,126 -2,849 -11.88 1,318 -5.12 0.0120
2024-08-12 2024-06-30 13F SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 23,975 1,504 6.69 1,389 10.77 0.0139
2024-05-15 2024-03-31 13F SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 22,471 -9,131 -28.89 1,254 -27.78 0.0142
2024-02-14 2023-12-31 13F SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 31,602 11,684 58.66 1,736 62.91 0.0089
2023-10-11 2023-09-30 13F SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 19,918 3,771 23.35 1,065 25.74 0.0064
2023-07-10 2023-06-30 13F SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 16,147 2,926 22.13 848 26.61 0.0051
2023-04-14 2023-03-31 13F SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 13,221 504 3.96 670 7.56 0.0043
2023-01-31 2022-12-31 13F SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 12,717 -1,546 -10.84 622 -4.31 0.0045
2022-10-25 2022-09-30 13F SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 14,263 -7,123 -33.31 650 -37.50 0.0052
2022-08-03 2022-06-30 13F SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 21,386 -759 -3.43 1,040 -17.13 0.0083
2022-04-18 2022-03-31 13F SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 22,145 -2,913 -11.63 1,255 -15.55 0.0086
2022-01-20 2021-12-31 13F SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 25,058 336 1.36 1,486 2.48 0.0104
2021-11-01 2021-09-30 13F SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 24,722 3,028 13.96 1,450 9.02 0.0119
2021-07-21 2021-06-30 13F SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 21,694 1,596 7.94 1,330 19.50 0.0116
2021-04-27 2021-03-31 13F SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 20,098 8,183 68.68 1,113 80.98 0.0112
2021-02-01 2020-12-31 13F SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 11,915 693 6.18 615 23.49 0.0070
2020-11-06 2020-09-30 13F SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 11,222 11,222 498 0.0071
2020-08-05 2020-06-30 13F SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 0 -7,936 -100.00 0 -100.00
2020-05-07 2020-03-31 13F SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 7,936 1,827 29.91 263 -6.41 0.0060
2020-01-15 2019-12-31 13F SPDR INDEX SHS FDS S&P EMKTSC ETF 78463X756 6,109 6,109 281 0.0061
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.