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

SPDR S&P Emerging Markets SmallCap ETF logo
$68.26 -0.53 (-0.77%)
As of 07/24/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for SPDR S&P Emerging Markets SmallCap ETF (NYSEARCA:EWX)

Number of
Institutional Buyers
(last 12 months)
105
Total
Institutional Inflows
(last 12 months)
$83.56M
Number of
Institutional Sellers
(last 12 months)
62
Total
Institutional Outflows
(last 12 months)
$62.49M
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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
7/8/2026 Apella Capital LLC133,347$9.66M0.1%-3.1%1.347%
7/7/2026 180 Wealth Advisors LLC7,085$526K0.1%-4.3%0.072%
7/7/2026 CGN Advisors LLC2,746$204K0.0%N/A0.028%
5/19/2026Bank of America Corp DE717,512$47.44M0.0%-1.1%7.248%
5/18/2026Royal Bank of Canada11,494$761K0.0%-42.3%0.116%
5/15/2026Gateway Wealth Partners LLC8,900$588K0.0%N/A0.090%
5/14/2026Compound Planning Inc.8,649$572K0.0%-8.6%0.087%
5/13/2026Cetera Investment Advisers49,414$3.27M0.0%+14.0%0.499%
5/13/2026Alesco Advisors LLC An ESL Co10,583$700K0.0%+5.0%0.107%
5/7/2026 Balefire LLC13,890$918K0.2%+4.6%0.140%
5/6/2026Assetmark Inc.446,425$29.52M0.1%-0.7%4.509%
5/5/2026Geneos Wealth Management Inc.11,569$765K0.0%+20.8%0.117%
5/5/2026Checchi Capital Advisers LLC60,264$3.99M0.2%-2.9%0.609%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management177,987$11.77M0.2%-2.8%1.798%
5/1/2026 180 Wealth Advisors LLC7,405$490K0.1%+4.9%0.075%
5/1/2026Fifth Third Bancorp5,107$338K0.0%N/A0.052%
4/28/2026 Powerhouse Assets LLC11,998$793K0.7%+6.5%0.118%
4/27/2026BIP Wealth LLC83,823$5.54M0.2%-12.3%0.822%
4/27/2026Private Advisor Group LLC3,352$222K0.0%-5.5%0.033%
4/25/2026rebel Financial LLC60,209$3.98M1.7%+1.0%0.590%
4/22/2026 Welch Financial Planning LLC84,274$5.57M4.0%+2.6%0.826%
4/20/2026 Apella Capital LLC137,577$9.10M0.1%+12.2%1.349%
4/18/2026 Legacy Wealth Partners LLC24,793$1.64M0.4%+15.0%0.243%
4/15/2026 Brady Martz Wealth Solutions LLC46,549$3.08M0.5%+58.3%0.439%
3/17/2026Rockefeller Capital Management L.P.5,158$339K0.0%+109.8%0.046%
3/9/2026Corient Private Wealth LLC8,131$534K0.0%+120.2%0.072%
3/4/2026Pure Financial Advisors LLC111,213$7.30M0.1%+0.2%0.984%
2/20/2026Cambient Family Office LLC3,265$214K0.0%N/A0.029%
2/19/2026Compound Planning Inc.9,461$621K0.0%-1.9%0.084%
2/19/2026Michels Family Financial LLC19,137$1.26M0.9%+5.2%0.169%
2/19/2026Corient Private Wealth LLC5,001$328K0.0%+35.5%0.044%
2/19/2026Jacobs Equity LLC13,407$880K0.8%N/A0.119%
2/18/2026Mercer Global Advisors Inc. ADV11,470$753K0.0%+42.9%0.102%
2/18/2026Beacon Pointe Advisors LLC48,561$3.19M0.0%+20.8%0.430%
2/18/2026Empowered Funds LLC962$63K0.0%N/A0.009%
2/18/2026VestGen Investment Management6,640$436K0.2%N/A0.059%
2/18/2026Vista Investment Management45,944$3.02M1.0%+13.6%0.407%
2/18/2026OLD Mission Capital LLC9,162$602K0.0%-93.8%0.081%
2/18/2026Mustico Financial Group Inc.33,435$2.24M1.8%+6.3%0.296%
2/18/2026Ballast Financial Advisors LLC3,642$239K0.2%N/A0.032%
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2/17/2026AQR Capital Management LLC3,071$202K0.0%-47.1%0.027%
2/17/2026Cetera Investment Advisers43,338$2.85M0.0%+19.9%0.384%
2/17/2026Equitable Holdings Inc.43,986$2.89M0.0%+1.0%0.389%
2/17/2026Osaic Holdings Inc.16,579$1.09M0.0%-13.7%0.147%
2/17/2026Regal Investment Advisors LLC25,741$1.69M0.1%+1.1%0.228%
2/17/2026Advisory Services Network LLC16,333$1.07M0.0%-4.9%0.145%
2/17/2026Royal Bank of Canada19,933$1.31M0.0%-6.7%0.176%
2/17/2026Hyundai Investments Co. Ltd.5,180$339K0.3%N/A0.046%
2/16/2026MML Investors Services LLC50,634$3.32M0.0%+10.0%0.448%
2/16/2026Mariner LLC306,107$20.10M0.0%+0.9%2.709%
2/13/2026Kestra Advisory Services LLC2,366$155K0.0%N/A0.021%
2/13/2026Transamerica Financial Advisors LLC83,942$5.51M0.5%-8.2%0.743%
2/13/2026Stifel Financial Corp3,095$203K0.0%N/A0.027%
2/13/2026Martin & Co. Inc. TN40,916$2.69M0.5%+1.9%0.362%
2/13/2026Wells Fargo & Company MN226,279$14.86M0.0%+3.9%2.002%
2/13/2026RPg Family Wealth Advisory LLC52,435$3.44M0.8%-1.3%0.464%
2/12/2026Commonwealth Equity Services LLC30,199$1.98M0.0%-10.0%0.267%
2/12/2026Bank of Montreal Can999$66K0.0%+19.5%0.009%
2/12/2026Principal Securities Inc.4,747$312K0.0%-11.3%0.042%
2/12/2026Sepio Capital LP44,128$2.90M0.2%+3.8%0.391%
2/11/2026Empowered Funds LLC962$63K0.0%N/A0.009%
2/11/2026Focus Partners Advisor Solutions LLC30,119$1.98M0.0%N/A0.267%
2/11/2026 Waddell & Associates LLC647,449$42.51M2.9%+0.1%5.730%
2/11/2026WESCAP Management Group Inc.69,537$4.57M0.9%-1.2%0.615%
2/11/2026LPL Financial LLC201,167$13.21M0.0%-10.6%1.780%
2/11/2026O Shaughnessy Asset Management LLC2,487$163K0.0%+15.8%0.022%
2/10/2026Greenspring Advisors LLC14,658$962K0.1%+269.4%0.130%
2/10/2026Johnson Financial Group LLC60,964$4.00M0.2%+25.9%0.540%
2/10/2026Texas Yale Capital Corp.43,256$2.84M0.1%+13.2%0.383%
2/10/2026Northwestern Mutual Wealth Management Co.5,180$340K0.0%+7.4%0.046%
2/6/2026Forefront Wealth Partners LLC4,013$263K0.1%-43.1%0.036%
2/6/20263EDGE Asset Management LP72,835$4.77M0.2%-34.8%0.645%
2/6/2026Tortoise Investment Management LLC61,678$4.05M0.4%-1.4%0.546%
2/5/2026Northwestern Mutual Wealth Management Co.25,531$1.68M0.0%+429.6%0.226%
2/4/2026Ameritas Advisory Services LLC4,189$275K0.0%+1,334.6%0.037%
2/4/2026Pure Financial Advisors LLC111,213$7.30M0.1%+0.2%0.984%
2/3/2026Cabot Wealth Management Inc.32,337$2.12M0.2%+13.9%0.286%
2/3/2026BOKF NA850$56K0.0%-37.1%0.008%
2/3/2026Destiny Wealth Partners LLC6,269$431K0.0%N/A0.055%
2/2/2026 Welch Financial Planning LLC82,135$5.39M3.9%N/A0.727%
2/2/2026SNS Financial Group LLC23,956$1.57M0.1%+2.0%0.212%
1/30/2026 Kohmann Bosshard Financial Services LLC1,825$120K0.0%N/A0.016%
1/30/2026Capital Developers LLC10,223$671K0.6%N/A0.090%
1/30/2026Wealthfront Advisers LLC4,696$308K0.0%-4.9%0.042%
1/29/2026Comerica Bank8,348$548K0.0%+12.9%0.074%
1/29/2026Index Fund Advisors Inc.8,202$538K0.0%-2.1%0.073%
1/29/2026 Camelot Portfolios LLC10,727$704K0.4%-19.2%0.095%
1/29/2026Sanctuary Advisors LLC13,259$871K0.0%+3.6%0.117%
1/29/20264Thought Financial Group Inc.817$54K0.0%+57.1%0.007%
1/28/2026N.E.W. Advisory Services LLC101,034$6.63M0.5%+27.8%0.894%
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1/28/2026Geneos Wealth Management Inc.9,575$629K0.0%+19.2%0.085%
1/28/2026 Omega Financial Group LLC9,954$654K0.2%-2.7%0.088%
1/28/2026Alesco Advisors LLC10,078$662K0.0%-12.0%0.089%
1/28/2026 Rockingstone Advisors LLC10,464$687K0.3%+3.8%0.093%
1/28/2026Kingswood Wealth Advisors LLC3,528$232K0.0%N/A0.031%
1/27/2026Checchi Capital Advisers LLC62,083$4.08M0.2%+8.5%0.549%
1/27/2026 HighRoad Wealth Advisors LLC8,750$574K0.5%N/A0.077%
1/27/2026 Sage Financial Group Inc.3,339$219K0.0%N/A0.030%
1/26/2026 Merit Financial Group LLC36,133$2.37M0.0%-7.4%0.320%
1/26/2026AE Wealth Management LLC31,631$2.08M0.0%+48.5%0.280%


EWX Institutional Ownership - Frequently Asked Questions

During the previous two years, 178 institutional investors and hedge funds held shares of SPDR S&P Emerging Markets SmallCap ETF. The most heavily invested institutionals were Creative Planning ($129.41M), Bank of America Corp DE ($47.44M), Waddell & Associates LLC ($42.51M), Assetmark Inc. ($29.52M), Life Planning Partners Inc ($20.61M), Mariner LLC ($20.10M), and Wells Fargo & Company MN ($14.86M).Learn more on SPDR S&P Emerging Markets SmallCap ETF's institutional investors.

Of the 151 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: Assetmark Inc. ($451.71K), Life Planning Partners Inc ($345.66K), Johnson Financial Group LLC ($116.15K), 3EDGE Asset Management LP ($104.04K), Jones Financial Companies Lllp ($87.62K), Welch Financial Planning LLC ($84.27K), and Raymond James Financial Inc. ($71.79K).

Institutional investors have bought a total of 1,272,108 shares in the last 24 months. This purchase volume represents approximately $83.56M in transactions.

Of the 62 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 ($296.14K), OLD Mission Capital LLC ($139.21K), Cyr Financial Inc. ($67.22K), N.E.W. Advisory Services LLC ($51.52K), 3EDGE Asset Management LP ($38.92K), Ameriprise Financial Inc. ($38.15K), and Stratos Wealth Partners LTD. ($29.03K).

Institutional investors have sold a total of 967,870 shares in the last 24 months. This volume of shares sold represents approximately $62.49M in transactions.


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This page (NYSEARCA:EWX) was last updated on 7/25/2026 by MarketBeat.com Staff.
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