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SPDR S&P Emerging Markets SmallCap ETF (EWX) Institutional Ownership

SPDR S&P Emerging Markets SmallCap ETF logo
$63.50 -0.32 (-0.50%)
Closing price 07/18/2025 04:10 PM Eastern
Extended Trading
$63.56 +0.06 (+0.09%)
As of 07/18/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for SPDR S&P Emerging Markets SmallCap ETF (NYSEARCA:EWX)

Number of
Institutional Buyers
(last 12 months)
91
Total
Institutional Inflows
(last 12 months)
$84.21M
Number of
Institutional Sellers
(last 12 months)
59
Total
Institutional Outflows
(last 12 months)
$75.01M
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EWX Institutional Buying and Selling by Quarter

SPDR S&P Emerging Markets SmallCap ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/18/2025Pure Financial Advisors LLC110,784$6.87M0.1%-7.6%0.980%
7/17/2025 Cyr Financial Inc.77,657$4.82M3.7%+11.2%0.687%
7/17/2025 Camelot Portfolios LLC13,530$839K0.5%-9.4%0.120%
7/17/2025 Michels Family Financial LLC17,965$1.11M0.9%+3.2%0.159%
7/16/2025 Perigon Wealth Management LLC8,321$516K0.0%+4.7%0.074%
7/14/2025 Maryland Capital Advisors Inc.23,688$1.47M0.6%+3.4%0.210%
7/14/2025 Sowell Financial Services LLC5,605$348K0.0%-23.4%0.050%
7/11/2025 Kingstone Capital Partners Texas LLC24,528$1.40M0.0%N/A0.217%
7/9/2025 Alesco Advisors LLC12,041$747K0.0%-2.3%0.107%
7/9/2025 Shore Point Advisors LLC6,132$380K0.2%+3.2%0.054%
7/8/2025 FF Advisors LLC3,235$201K0.1%N/A0.029%
7/8/2025 Apella Capital LLC109,714$6.80M0.2%+10.1%0.971%
5/21/2025Geneos Wealth Management Inc.6,832$387K0.0%+10,575.0%0.060%
5/16/2025Jones Financial Companies Lllp87,519$4.96M0.0%+653.1%0.775%
5/15/2025Baird Financial Group Inc.50,431$2.86M0.0%+0.7%0.446%
5/15/2025OLD Mission Capital LLC74,783$4.24M0.1%+36.4%0.662%
5/15/2025Tortoise Investment Management LLC64,093$3.63M0.4%+1.4%0.567%
5/14/2025Transamerica Financial Advisors LLC89,589$5.07M0.5%+6.8%0.793%
5/14/2025Comerica Bank6,890$390K0.0%+2.6%0.061%
5/14/2025RPg Family Wealth Advisory LLC56,449$3.20M0.9%-23.5%0.500%
5/14/2025Northwestern Mutual Wealth Management Co.5,096$289K0.0%-8.3%0.045%
5/14/2025Compound Planning Inc.10,673$604K0.0%+1.8%0.094%
5/13/2025Cascade Financial Partners LLC25,045$1.42M0.2%-10.6%0.222%
5/13/2025WESCAP Management Group Inc.71,396$4.04M1.0%-8.0%0.632%
5/12/2025JFG Wealth Management LLC36,997$2.10M0.5%-7.7%0.327%
5/12/2025Johnson Financial Group LLC61,315$3.47M0.4%-20.4%0.543%
5/9/2025Blair William & Co. IL2,154$122K0.0%-21.8%0.019%
5/8/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management185,024$10.48M0.3%+0.3%1.637%
5/7/2025N.E.W. Advisory Services LLC130,584$7.40M0.6%+10.5%1.156%
5/7/2025LPL Financial LLC217,329$12.31M0.0%-36.5%1.923%
5/7/2025Waddell & Associates LLC615,037$34.83M4.2%+2.2%5.443%
5/7/2025Texas Yale Capital Corp.35,037$1.98M0.1%+1.9%0.310%
5/6/2025Assetmark Inc.603$34K0.0%-71.9%0.005%
5/6/2025Cetera Investment Advisers27,972$1.58M0.0%+6.3%0.248%
5/6/2025 Maryland Capital Advisors Inc.22,910$1.30M0.6%+4.9%0.203%
5/6/2025AE Wealth Management LLC15,889$900K0.0%-20.2%0.141%
5/6/2025Kathleen S. Wright Associates Inc.26,200$1.48M0.6%-2.7%0.232%
5/5/2025SNS Financial Group LLC12,836$727K0.1%+122.1%0.114%
5/2/2025BIP Wealth LLC109,321$6.19M0.4%-7.9%0.967%
5/2/2025Wealthfront Advisers LLC4,911$278K0.0%-9.9%0.043%
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5/2/2025Whittier Trust Co. of Nevada Inc.524$30K0.0%-71.0%0.005%
5/2/2025Bogart Wealth LLC54,890$3.11M0.1%N/A0.486%
5/1/2025CWM LLC1,992$113K0.0%+75.8%0.018%
5/1/20253EDGE Asset Management LP13,463$766K0.1%+5.8%0.119%
5/1/2025Omega Financial Group LLC10,700$606K0.2%-3.0%0.095%
5/1/2025Austin Wealth Management LLC12,471$700K0.1%-3.3%0.110%
4/30/2025Index Fund Advisors Inc.8,436$478K0.0%-14.9%0.075%
4/30/2025Stratos Wealth Partners LTD.50,903$2.88M0.0%+6.9%0.450%
4/29/2025Envestnet Asset Management Inc.39,884$2.26M0.0%-42.7%0.353%
4/29/2025Bank of New York Mellon Corp7,883$446K0.0%+24.0%0.070%
4/29/2025OneDigital Investment Advisors LLC33,514$1.90M0.0%-4.3%0.297%
4/29/2025Checchi Capital Advisers LLC61,365$3.48M0.2%+11.9%0.543%
4/28/2025CarsonAllaria Wealth Management Ltd.35,290$2.00M1.2%-1.1%0.312%
4/23/2025Pure Financial Advisors LLC119,961$6.79M0.1%+18.5%1.062%
4/23/2025 Perigon Wealth Management LLC7,947$450K0.0%+20.2%0.070%
4/23/2025Spire Wealth Management14,196$804K0.0%+2.4%0.126%
4/22/2025 Cyr Financial Inc.69,835$3.96M3.9%+2.8%0.618%
4/22/2025Cabot Wealth Management Inc.16,934$959K0.1%-1.7%0.150%
4/17/2025Mason & Associates Inc43,200$2.45M0.6%+3.9%0.382%
4/17/2025 Sowell Financial Services LLC7,322$415K0.0%N/A0.065%
4/16/2025 Sound Stewardship LLC5,733$325K0.2%-5.4%0.051%
4/15/2025Rockingstone Advisors LLC10,196$577K0.3%-4.5%0.090%
4/14/2025 Farther Finance Advisors LLC1,304$74K0.0%-16.0%0.012%
4/14/2025Greenspring Advisors LLC6,092$345K0.1%+43.0%0.054%
4/10/2025 Apella Capital LLC99,626$5.23M0.2%+7.9%0.882%
4/9/2025Merit Financial Group LLC52,645$2.98M0.0%-30.0%0.466%
4/7/2025 AdvisorNet Financial Inc1,034$59K0.0%-25.0%0.009%
3/24/2025Mascagni Wealth Management Inc.988$58K0.0%N/A0.009%
2/20/2025 Michels Family Financial LLC16,939$993K0.9%N/A0.129%
2/17/2025Vista Investment Management34,770$2.04M0.8%+15.1%0.265%
2/17/2025Quantinno Capital Management LP5,847$343K0.0%N/A0.045%
2/17/2025Focus Partners Wealth6,292$369K0.0%-11.7%0.048%
2/17/2025Clark Capital Management Group Inc.9,696$568K0.0%N/A0.074%
2/17/2025Cetera Investment Advisers26,316$1.54M0.0%-3.8%0.201%
2/17/2025Baird Financial Group Inc.50,086$2.94M0.0%+3.3%0.382%
2/17/2025Bank of America Corp DE776,662$45.52M0.0%-7.7%5.929%
2/17/2025BIP Wealth LLC118,682$6.96M0.5%+10.4%0.906%
2/17/2025Ameriprise Financial Inc.136,185$7.98M0.0%+19.4%1.040%
2/17/2025Aptus Capital Advisors LLC1,072$63K0.0%+10,620.0%0.008%
2/14/2025Rehmann Capital Advisory Group4,810$282K0.0%-11.1%0.037%
2/14/2025Comerica Bank6,715$394K0.0%+5.2%0.051%
2/14/2025MGO One Seven LLC92,347$5.41M0.2%+1.4%0.705%
2/14/2025OneDigital Investment Advisors LLC35,032$2.05M0.0%-1.8%0.267%
2/14/2025MML Investors Services LLC39,087$2.29M0.0%+22.5%0.298%
2/13/2025Everest Management Corp.4,074$239K0.2%N/A0.031%
2/13/2025Regal Investment Advisors LLC13,249$777K0.1%+11.2%0.101%
2/13/2025Mariner LLC312,376$18.31M0.0%-1.7%2.385%
2/13/2025Waddell & Associates LLC601,576$35.26M3.6%+1.6%4.592%
2/13/2025Raymond James Financial Inc.35,893$2.10M0.0%N/A0.274%
2/13/2025Texas Yale Capital Corp.34,384$2.02M0.1%+3.7%0.262%
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2/13/2025Advisory Services Network LLC18,676$1.10M0.0%-2.8%0.143%
2/13/2025Cerity Partners LLC3,416$200K0.0%N/A0.026%
2/13/2025Envestnet Asset Management Inc.69,560$4.08M0.0%+20.9%0.531%
2/13/2025Wells Fargo & Company MN202,094$11.85M0.0%+15.4%1.543%
2/13/2025Smith Moore & CO.15,987$937K0.1%-1.6%0.122%
2/12/2025Thoroughbred Financial Services LLC7,582$444K0.0%+8.1%0.058%
2/12/2025WESCAP Management Group Inc.77,645$4.55M1.1%+1.1%0.593%
2/12/2025OLD Mission Capital LLC54,815$3.21M0.0%+23.4%0.418%
2/12/2025Transamerica Financial Advisors Inc.83,874$4.92M0.5%-1.6%0.640%
2/12/2025JPMorgan Chase & Co.22,359$1.31M0.0%-12.8%0.171%
(Data available from 1/1/2016 forward)

EWX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EWX shares?

During the previous two years, 159 institutional investors and hedge funds held shares of SPDR S&P Emerging Markets SmallCap ETF. The most heavily invested institutionals were Creative Planning ($166.29M), New York Life Investment Management LLC ($101.88M), Bank of America Corp DE ($45.52M), Waddell & Associates LLC ($34.83M), Life Planning Partners Inc ($20.61M), Affinity Wealth Management LLC ($18.34M), and Mariner LLC ($18.31M).Learn more on SPDR S&P Emerging Markets SmallCap ETF's institutional investors.

Which institutional investors have been buying SPDR S&P Emerging Markets SmallCap ETF's stock?

Of the 130 institutional investors that purchased SPDR S&P Emerging Markets SmallCap ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: New York Life Investment Management LLC ($1.71M), Life Planning Partners Inc ($351.66K), Jane Street Group LLC ($275.50K), Creative Planning ($209.41K), LPL Financial LLC ($178.77K), Johnson Financial Group LLC ($130.71K), and Venturi Wealth Management LLC ($111.99K).

How much institutional buying is happening at SPDR S&P Emerging Markets SmallCap ETF?

Institutional investors have bought a total of 1,435,251 shares in the last 24 months. This purchase volume represents approximately $84.21M in transactions.

Which of SPDR S&P Emerging Markets SmallCap ETF's major shareholders have been selling company stock?

Of the 59 institutional investors that sold SPDR S&P Emerging Markets SmallCap ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Creative Planning ($718.68K), LPL Financial LLC ($124.87K), Johnson Financial Group LLC ($76.24K), Bank of America Corp DE ($65.24K), N.E.W. Advisory Services LLC ($39.47K), Envestnet Asset Management Inc. ($29.68K), and Merit Financial Group LLC ($22.56K).

How much institutional selling is happening at SPDR S&P Emerging Markets SmallCap ETF?

Institutional investors have sold a total of 1,267,721 shares in the last 24 months. This volume of shares sold represents approximately $75.01M in transactions.


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This page (NYSEARCA:EWX) was last updated on 7/19/2025 by MarketBeat.com Staff
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