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

SPDR S&P Emerging Markets SmallCap ETF logo
$73.33 0.00 (0.00%)
As of 07/2/2026 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)
106
Total
Institutional Inflows
(last 12 months)
$91.23M
Number of
Institutional Sellers
(last 12 months)
65
Total
Institutional Outflows
(last 12 months)
$63.35M
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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
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%
5/7/2026Balefire 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%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management177,987$11.77M0.2%-2.8%1.798%
5/1/2026180 Wealth Advisors LLC7,405$490K0.1%+4.9%0.075%
5/1/2026Fifth Third Bancorp5,107$338K0.0%N/A0.052%
4/28/2026Powerhouse 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%
4/22/2026Welch Financial Planning LLC84,274$5.57M4.0%+2.6%0.826%
4/20/2026Apella Capital LLC137,577$9.10M0.1%+12.2%1.349%
4/18/2026Legacy Wealth Partners LLC24,793$1.64M0.4%+15.0%0.243%
4/15/2026Brady 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%
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%
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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%
2/11/2026Waddell & 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%
2/2/2026Welch Financial Planning LLC82,135$5.39M3.9%N/A0.727%
2/2/2026SNS Financial Group LLC23,956$1.57M0.1%+2.0%0.212%
1/30/2026Kohmann 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%
1/29/2026Camelot 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%
1/28/2026Geneos Wealth Management Inc.9,575$629K0.0%+19.2%0.085%
1/28/2026Omega Financial Group LLC9,954$654K0.2%-2.7%0.088%
1/28/2026Alesco Advisors LLC10,078$662K0.0%-12.0%0.089%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

See the 5 stocks to avoid
1/28/2026Rockingstone 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%
1/27/2026HighRoad Wealth Advisors LLC8,750$574K0.5%N/A0.077%
1/27/2026Sage Financial Group Inc.3,339$219K0.0%N/A0.030%
1/26/2026Merit 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%
1/26/2026CWM LLC2,328$153K0.0%-15.2%0.021%
1/23/2026Shore Point Advisors LLC6,362$418K0.1%+3.2%0.056%
1/23/2026Optima Capital LLC6,270$412K0.2%-54.8%0.055%


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 Cyr Financial Inc. ($77.12K).

Institutional investors have bought a total of 1,396,305 shares in the last 24 months. This purchase volume represents approximately $91.23M in transactions.

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 ($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 982,596 shares in the last 24 months. This volume of shares sold represents approximately $63.35M in transactions.


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This page (NYSEARCA:EWX) was last updated on 7/5/2026 by MarketBeat.com Staff.
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