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

SPDR S&P Emerging Markets SmallCap ETF logo
$68.02 +0.47 (+0.70%)
Closing price 09/16/2025 04:10 PM Eastern
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$68.02 0.00 (0.00%)
As of 09/16/2025 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)
$81.50M
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
9/4/2025 Osaic Holdings Inc.19,765$1.22M0.0%+5.3%0.178%
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%
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%
5/21/2025Geneos 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%
5/6/2025Maryland 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%
(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, 166 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 136 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 1,375,374 shares in the last 24 months. This purchase volume represents approximately $81.50M 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 9/17/2025 by MarketBeat.com Staff
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