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

SPDR S&P Emerging Markets SmallCap ETF logo
$66.69 +0.55 (+0.83%)
Closing price 04:10 PM Eastern
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$66.80 +0.11 (+0.16%)
As of 04:10 PM Eastern
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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)
92
Total
Institutional Inflows
(last 12 months)
$82.17M
Number of
Institutional Sellers
(last 12 months)
65
Total
Institutional Outflows
(last 12 months)
$74.31M
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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
8/19/2025 B. Riley Wealth Advisors Inc.3,590$223K0.0%N/A0.032%
8/19/2025 Advisory Services Network LLC17,640$1.10M0.0%-5.7%0.159%
8/18/2025 N.E.W. Advisory Services LLC83,731$5.19M0.5%-35.9%0.754%
8/15/2025 Corient Private Wealth LLC15,864$984K0.0%+102.8%0.143%
8/15/2025 Equitable Holdings Inc.42,557$2.64M0.0%+0.9%0.383%
8/15/2025 MML Investors Services LLC45,946$2.85M0.0%+4.1%0.414%
8/15/2025 Bank of America Corp DE744,468$46.18M0.0%-1.6%6.707%
8/15/2025 Ameriprise Financial Inc.102,289$6.35M0.0%-27.2%0.922%
8/14/2025 Vista Investment Management40,103$2.49M0.9%+9.4%0.361%
8/14/2025 Raymond James Financial Inc.24,130$1.50M0.0%-20.6%0.217%
8/14/2025 Transamerica Financial Advisors LLC90,964$5.64M0.5%+1.5%0.819%
8/14/2025 Quantinno Capital Management LP6,984$433K0.0%+19.4%0.063%
8/14/2025 Financial Strategies Group Inc.36,654$2.30M0.5%+5.2%0.330%
8/13/2025 Flow Traders U.S. LLC18,412$1.14M0.0%N/A0.166%
8/13/2025 Portland Global Advisors LLC3,260$202K0.0%N/A0.029%
8/13/2025 Baird Financial Group Inc.50,941$3.16M0.0%+1.0%0.459%
8/13/2025 RPg Family Wealth Advisory LLC55,082$3.42M0.9%-2.4%0.496%
8/13/2025 Beacon Pointe Advisors LLC36,947$2.29M0.0%+23.3%0.333%
8/13/2025 Smith Moore & CO.15,843$983K0.1%-1.0%0.143%
8/13/2025 Martin & Co. Inc. TN39,101$2.43M0.4%-0.9%0.352%
8/13/2025 Northwestern Mutual Wealth Management Co.5,272$327K0.0%+3.5%0.047%
8/12/2025 Steward Partners Investment Advisory LLC9,746$605K0.0%-74.6%0.088%
8/12/2025 JPMorgan Chase & Co.21,682$1.35M0.0%-3.1%0.195%
8/11/2025 Johnson Financial Group LLC49,483$3.07M0.3%-19.3%0.438%
8/8/2025 Tortoise Investment Management LLC62,673$3.89M0.4%-2.2%0.555%
8/8/2025 Cetera Investment Advisers34,052$2.11M0.0%+21.7%0.301%
8/8/2025 Thoroughbred Financial Services LLC5,363$332K0.0%-29.3%0.047%
8/8/2025 Creative Planning2,008,095$124.56M0.1%-9.5%17.771%
8/8/2025 Austin Wealth Management LLC5,901$369K0.1%-52.7%0.052%
8/8/2025 JFG Wealth Management LLC21,600$1.34M0.3%-41.6%0.191%
8/7/2025 Cascade Financial Partners LLC33,645$2.09M0.3%+34.3%0.298%
8/7/2025 Addison Advisors LLC7,555$469K0.1%-8.5%0.067%
8/7/2025 WESCAP Management Group Inc.71,026$4.41M1.0%-0.5%0.629%
8/6/2025 AE Wealth Management LLC18,275$1.13M0.0%+15.0%0.162%
8/6/2025 Texas Yale Capital Corp.35,229$2.19M0.1%+0.5%0.312%
8/6/2025 SNS Financial Group LLC16,833$1.04M0.1%+31.1%0.149%
8/5/2025 Cassaday & Co Wealth Management LLC12,680$787K0.0%-2.7%0.112%
8/4/2025 Spire Wealth Management13,720$851K0.0%-3.4%0.121%
8/1/2025 Envestnet Asset Management Inc.42,842$2.66M0.0%+7.4%0.379%
7/31/2025 Wealthfront Advisers LLC4,344$269K0.0%-11.5%0.038%
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7/31/2025 Cabot Wealth Management Inc.22,303$1.38M0.2%+31.7%0.197%
7/31/2025 Mason & Associates Inc45,226$2.81M0.6%+4.7%0.400%
7/31/2025 BIP Wealth LLC100,554$6.24M0.4%-8.0%0.890%
7/31/2025 Focus Partners Advisor Solutions LLC3,252$202K0.0%N/A0.029%
7/31/2025 Kathleen S. Wright Associates Inc.24,116$1.50M0.6%-8.0%0.213%
7/31/2025 3EDGE Asset Management LP25,425$1.57M0.1%+88.9%0.225%
7/31/2025 180 Wealth Advisors LLC6,827$423K0.1%+4.0%0.060%
7/30/2025 Whittier Trust Co.5,528$343K0.0%-4.1%0.049%
7/30/2025 Bogart Wealth LLC58,700$3.64M0.2%+6.9%0.519%
7/29/2025 Stratos Wealth Partners LTD.54,158$3.36M0.0%+6.4%0.479%
7/25/2025 Atria Wealth Solutions Inc.3,876$243K0.0%N/A0.034%
7/25/2025 Investment Advisory Group LLC3,231$200K0.1%N/A0.029%
7/24/2025 rebel Financial LLC58,765$3.65M1.7%N/A0.520%
7/24/2025 Cyndeo Wealth Partners LLC3,365$209K0.0%-7.6%0.030%
7/24/2025 Blair William & Co. IL1,314$82K0.0%-39.0%0.012%
7/24/2025 CarsonAllaria Wealth Management Ltd.31,669$1.96M1.1%-10.3%0.280%
7/23/2025 Watershed Private Wealth LLC3,387$210K0.1%-36.6%0.030%
7/22/2025 Sage Financial Group Inc.3,305$205K0.0%N/A0.029%
7/22/2025 Checchi Capital Advisers LLC62,544$3.88M0.2%+1.9%0.553%
7/21/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management194,041$12.04M0.3%+4.9%1.717%
7/18/2025 Pure 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%
5/21/2025 Geneos Wealth Management Inc.6,832$387K0.0%+10,575.0%0.060%
5/16/2025 Jones Financial Companies Lllp87,519$4.96M0.0%+653.1%0.775%
5/15/2025 Baird Financial Group Inc.50,431$2.86M0.0%+0.7%0.446%
5/15/2025 OLD Mission Capital LLC74,783$4.24M0.1%+36.4%0.662%
5/15/2025 Tortoise Investment Management LLC64,093$3.63M0.4%+1.4%0.567%
5/14/2025 Transamerica Financial Advisors LLC89,589$5.07M0.5%+6.8%0.793%
5/14/2025 Comerica Bank6,890$390K0.0%+2.6%0.061%
5/14/2025 RPg Family Wealth Advisory LLC56,449$3.20M0.9%-23.5%0.500%
5/14/2025 Northwestern Mutual Wealth Management Co.5,096$289K0.0%-8.3%0.045%
5/14/2025 Compound Planning Inc.10,673$604K0.0%+1.8%0.094%
5/13/2025 Cascade Financial Partners LLC25,045$1.42M0.2%-10.6%0.222%
5/13/2025 WESCAP Management Group Inc.71,396$4.04M1.0%-8.0%0.632%
5/12/2025 JFG Wealth Management LLC36,997$2.10M0.5%-7.7%0.327%
5/12/2025 Johnson Financial Group LLC61,315$3.47M0.4%-20.4%0.543%
5/9/2025 Blair William & Co. IL2,154$122K0.0%-21.8%0.019%
5/8/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management185,024$10.48M0.3%+0.3%1.637%
5/7/2025 N.E.W. Advisory Services LLC130,584$7.40M0.6%+10.5%1.156%
5/7/2025 LPL Financial LLC217,329$12.31M0.0%-36.5%1.923%
Buffett, Gates and Bezos Quietly Dumping Stocks—Here's Why (Ad)

Imagine a bull market so powerful, every single investor became a millionaire. Not by finding the next NVIDIA or Bitcoin, but by owning a simple index fund. It sounds impossible. Yet it happened – just a short time ago. Now a legendary figure says: "Brace yourselves. It's about to happen here, in America. But fair warning – it could be the worst thing that ever happens to you." This story has received little coverage in the press. But if history repeats, it could bump tens of millions of Americans into a 7-figure net worth practically overnight.tc pixel

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5/7/2025 Waddell & Associates LLC615,037$34.83M4.2%+2.2%5.443%
5/7/2025 Texas Yale Capital Corp.35,037$1.98M0.1%+1.9%0.310%
5/6/2025 Assetmark Inc.603$34K0.0%-71.9%0.005%
5/6/2025 Cetera 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%
5/6/2025 AE Wealth Management LLC15,889$900K0.0%-20.2%0.141%
5/6/2025 Kathleen S. Wright Associates Inc.26,200$1.48M0.6%-2.7%0.232%
5/5/2025 SNS Financial Group LLC12,836$727K0.1%+122.1%0.114%
5/2/2025 BIP Wealth LLC109,321$6.19M0.4%-7.9%0.967%
5/2/2025 Wealthfront Advisers LLC4,911$278K0.0%-9.9%0.043%
(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, 165 institutional investors and hedge funds held shares of SPDR S&P Emerging Markets SmallCap ETF. The most heavily invested institutionals were Creative Planning ($124.56M), New York Life Investment Management LLC ($101.88M), Bank of America Corp DE ($46.18M), 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 135 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: Life Planning Partners Inc ($351.66K), Jane Street Group LLC ($275.50K), LPL Financial LLC ($178.77K), Johnson Financial Group LLC ($126.60K), Venturi Wealth Management LLC ($111.99K), WealthPlan Investment Management LLC ($103.17K), and Jones Financial Companies Lllp ($87.14K).

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

Institutional investors have bought a total of 1,387,079 shares in the last 24 months. This purchase volume represents approximately $82.17M in transactions.

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

Of the 65 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 ($504.23K), LPL Financial LLC ($124.87K), Johnson Financial Group LLC ($88.07K), N.E.W. Advisory Services LLC ($79.46K), Bank of America Corp DE ($77.16K), Ameriprise Financial Inc. ($38.15K), and JFG Wealth Management LLC ($32.65K).

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

Institutional investors have sold a total of 1,226,976 shares in the last 24 months. This volume of shares sold represents approximately $74.31M in transactions.


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This page (NYSEARCA:EWX) was last updated on 8/28/2025 by MarketBeat.com Staff
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