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

+0.33 (+0.60%)
(As of 04/23/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
Institutional Inflows
(last 12 months)
Number of
Institutional Sellers
(last 12 months)
Institutional Outflows
(last 12 months)
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EWX Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/23/2024Mason & Associates Inc57,483$3.21M0.9%N/A0.423%
4/23/2024Venturi Wealth Management LLC111,988$6.25M0.4%+7.8%0.823%
4/22/2024HF Advisory Group LLC3,936$220K0.1%N/A0.029%
4/18/2024Financial Strategies Group Inc.34,944$2.01M0.5%-1.8%0.236%
4/18/2024Omega Financial Group LLC11,764$656K0.3%-4.1%0.079%
4/17/2024Kathleen S. Wright Associates Inc.26,509$1.48M0.7%-1.6%0.179%
4/15/2024WealthCare Investment Partners LLC8,338$465K0.2%+13.2%0.056%
4/11/2024 Maryland Capital Advisors Inc.19,114$1.07M0.7%+1.6%0.129%
4/10/2024 Apella Capital LLC66,575$3.83M0.2%+17.2%0.450%
4/9/2024 Massmutual Trust Co. FSB ADV5,004$279K0.0%-6.0%0.034%
3/22/2024PNC Financial Services Group Inc.526$30K0.0%+152.9%0.004%
2/29/2024Tortoise Investment Management LLC60,918$3.44M0.5%-1.8%0.412%
2/21/2024Austin Wealth Management LLC13,709$759K0.2%-4.2%0.093%
2/14/2024Creative Planning3,974,825$224.42M0.3%+1.2%26.857%
2/14/2024Vista Investment Management18,489$1.04M0.5%+30.6%0.125%
2/14/2024MGO One Seven LLC88,301$4.99M0.3%+61.3%0.597%
2/14/2024Waddell & Associates LLC569,090$32.13M4.3%+1.2%3.845%
2/12/2024TD Capital Management LLC848$48K0.0%+136.2%0.006%
2/9/2024Sepio Capital LP44,723$2.53M0.2%+5.2%0.302%
2/9/2024Corient Private Wealth LLC9,699$548K0.0%+4.9%0.066%
2/9/2024Wells Fargo & Company MN138,909$7.84M0.0%+3.7%0.939%
2/9/2024Thoroughbred Financial Services LLC7,730$436K0.0%+5.1%0.052%
2/9/2024MainStreet Investment Advisors LLC5,324$301K0.0%-23.9%0.036%
2/8/2024Financial Advocates Investment Management38,178$2.14M0.1%-3.0%0.258%
2/8/2024Tortoise Investment Management LLC61,103$3.34M0.4%-1.5%0.413%
2/7/2024Shore Point Advisors LLC8,721$492K0.3%+18.3%0.059%
2/7/2024Principal Securities Inc.2,106$119K0.0%N/A0.014%
2/6/2024Empirical Financial Services LLC d.b.a. Empirical Wealth Management188,853$10.66M0.4%-0.3%1.276%
2/6/2024N.E.W. Advisory Services LLC170,146$9.61M1.2%-0.5%1.150%
2/6/2024Private Advisor Group LLC5,518$312K0.0%N/A0.037%
2/6/2024Wealthcare Advisory Partners LLC5,577$315K0.0%-71.3%0.038%
2/6/2024Spire Wealth Management11,130$607K0.0%+4.6%0.075%
2/6/2024WESCAP Management Group Inc.76,158$4.30M1.4%-2.7%0.515%
2/6/2024Merit Financial Group LLC14,059$794K0.0%N/A0.095%
2/6/2024Montis Financial LLC4,062$229K0.1%N/A0.027%
2/6/2024JFG Wealth Management LLC12,491$705K0.2%N/A0.084%
2/6/2024Johnson Financial Group LLC27,106$1.53M0.2%+235.8%0.183%
2/6/2024New York Life Investment Management LLC1,804,367$101.88M1.0%+0.6%12.192%
2/5/2024Sequent Asset Management LLC3,784$214K0.1%N/A0.026%
2/2/2024Valmark Advisers Inc.7,937$448K0.0%N/A0.054%
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2/2/2024Addison Advisors LLC7,905$446K0.2%-3.4%0.053%
2/2/2024Alesco Advisors LLC16,598$937K0.0%-7.7%0.112%
2/2/2024BIP Wealth LLC86,212$4.87M0.4%+19.8%0.583%
2/1/2024Kathleen S. Wright Associates Inc.26,933$1.52M0.7%+5.3%0.182%
1/26/2024Geneos Wealth Management Inc.1,022$58K0.0%N/A0.007%
1/24/2024Stratos Wealth Partners LTD.37,479$2.12M0.0%+202.3%0.253%
1/24/2024Allworth Financial LP1,757$99K0.0%-15.7%0.012%
1/24/2024Sowell Financial Services LLC10,952$618K0.0%-6.4%0.074%
1/24/2024Arkadios Wealth Advisors3,721$210K0.0%N/A0.025%
1/24/2024Walkner Condon Financial Advisors LLC4,648$262K0.1%-78.6%0.031%
1/23/2024Camelot Portfolios LLC17,846$1.01M0.6%+16.6%0.121%
1/23/2024Venturi Wealth Management LLC103,850$5.86M0.4%+0.6%0.702%
1/23/2024Parcion Private Wealth LLC7,256$410K0.0%-20.6%0.049%
1/23/2024RPg Family Wealth Advisory LLC48,819$2.76M1.0%-1.4%0.330%
1/22/2024Great Point Wealth Advisors LLC138,269$7.81M2.0%-2.6%0.934%
1/22/2024SNS Financial Group LLC8,815$498K0.1%-3.5%0.060%
1/19/2024 AdvisorNet Financial Inc841$47K0.0%+11,914.3%0.006%
1/19/2024Life Planning Partners Inc6,000$339K0.3%N/A0.041%
1/18/2024WealthCare Investment Partners LLC7,365$413K0.2%+29.4%0.050%
1/17/2024 Maryland Capital Advisors Inc.18,818$1.06M0.7%+1.4%0.127%
1/17/2024New Millennium Group LLC8,572$484K0.4%N/A0.058%
1/17/2024Sound Stewardship LLC9,862$557K0.4%-4.1%0.067%
1/16/2024Raymond James & Associates7,103$401K0.0%+11.1%0.048%
1/12/2024Redhawk Wealth Advisors Inc.67,851$3.83M0.7%N/A0.458%
1/11/2024Affinity Wealth Management LLC324,811$18.34M3.8%+1.3%2.195%
1/11/2024Omega Financial Group LLC12,271$693K0.3%-6.5%0.083%
1/8/2024Pure Financial Advisors LLC93,143$5.26M0.2%+2.5%0.629%
1/5/2024WealthPLAN Partners LLC52,994$2.99M0.3%+2.7%0.358%
1/5/2024 Apella Capital LLC56,828$3.17M0.2%+40.2%0.384%
1/3/2024 Massmutual Trust Co. FSB ADV5,324$301K0.0%-23.9%0.036%
12/5/2023Austin Wealth Management LLC14,312$794K0.2%N/A0.097%
12/1/2023B. Riley Wealth Advisors Inc.16,445$879K0.0%-1.8%0.111%
11/16/2023Creative Planning3,928,544$210.10M0.3%-1.4%26.544%
11/16/2023Beaird Harris Wealth Management LLC1,183$63K0.0%N/A0.008%
11/16/2023Essex Financial Services Inc.13,230$708K0.1%+98.9%0.089%
11/15/2023WealthPlan Investment Management LLC51,585$2.76M0.3%N/A0.349%
11/14/2023Rehmann Capital Advisory Group5,005$268K0.0%-6.0%0.034%
11/13/2023Vista Investment Management14,153$757K0.3%+2.0%0.096%
11/13/2023Mariner LLC277,287$14.83M0.0%+6.2%1.874%
11/13/2023LPL Financial LLC305,045$16.31M0.0%+84.3%2.061%
11/13/2023RPg Family Wealth Advisory LLC49,525$2.65M1.1%-0.8%0.335%
11/13/2023Checchi Capital Advisers LLC55,765$2.98M0.3%+3.3%0.377%
11/9/2023BIP Wealth LLC71,969$3.85M0.4%-11.2%0.486%
11/8/2023Spire Wealth Management10,642$569K0.0%+4.7%0.072%
11/8/2023New York Life Investment Management LLC1,792,820$95.88M1.0%-9.6%12.114%
11/7/2023Kingsview Wealth Management LLC19,478$1.04M0.0%N/A0.132%
11/7/2023Waddell & Associates LLC562,517$30.08M4.4%+1.9%3.801%
11/7/2023Johnson Financial Group LLC8,073$432K0.1%+96.4%0.055%
11/7/2023Addison Advisors LLC8,185$438K0.2%-2.4%0.055%
11/6/2023N.E.W. Advisory Services LLC171,037$9.15M1.3%+1.8%1.156%
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11/3/2023MGO One Seven LLC54,754$2.93M0.2%+18.5%0.370%
11/3/2023Empirical Financial Services LLC d.b.a. Empirical Wealth Management189,510$10.14M0.4%-0.3%1.280%
11/2/2023Martin & Co. Inc. TN43,622$2.33M0.6%-0.8%0.295%
11/2/2023Venturi Wealth Management LLC103,264$5.52M0.4%N/A0.698%
11/2/2023WealthPlan Investment Management LLC51,585$2.76M0.3%N/A0.349%
11/1/2023180 Wealth Advisors LLC6,991$374K0.1%-10.0%0.047%
10/31/2023Allworth Financial LP2,083$111K0.0%-10.3%0.014%
10/31/2023MainStreet Investment Advisors LLC6,999$374K0.0%-5.5%0.047%
10/27/2023Financial Advocates Investment Management39,346$2.10M0.1%-11.0%0.266%
10/27/2023First Horizon Advisors Inc.6,359$340K0.0%-10.8%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, 128 institutional investors and hedge funds held shares of SPDR S&P Emerging Markets SmallCap ETF. The most heavily invested institutionals were Creative Planning ($224.42M), New York Life Investment Management LLC ($101.88M), Waddell & Associates LLC ($32.13M), Bank of America Corp DE ($29.93M), IndexIQ Advisors LLC ($27.72M), Affinity Wealth Management LLC ($18.34M), and LPL Financial LLC ($16.31M).Learn more on EWX's institutional investors.

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

Of the 111 institutional investors that purchased SPDR S&P Emerging Markets SmallCap ETF 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 ($1.75M), Creative Planning ($679.63K), Waddell & Associates LLC ($551.33K), Affinity Wealth Management LLC ($324.81K), IndexIQ Advisors LLC ($324.15K), Parcion Private Wealth LLC ($305.35K), and LPL Financial LLC ($161.62K).

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

Institutional investors have bought a total of 5,964,514 shares in the last 24 months. This purchase volume represents approximately $308.21M in transactions.

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

Of the 68 institutional investors that sold SPDR S&P Emerging Markets SmallCap ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: New York Life Investment Management LLC ($369.63K), Creative Planning ($335.08K), Parcion Private Wealth LLC ($298.10K), Kohmann Bosshard Financial Services LLC ($70.89K), LPL Financial LLC ($64.37K), Crestone Asset Management LLC ($52.60K), and Sepio Capital LP ($51.47K).

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

Institutional investors have sold a total of 1,549,806 shares in the last 24 months. This volume of shares sold represents approximately $79.14M in transactions.

This page (NYSEARCA:EWX) was last updated on 4/24/2024 by MarketBeat.com Staff

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