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

$57.74
+0.52 (+0.91%)
(As of 07/26/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
74
Total
Institutional Inflows
(last 12 months)
$165.63M
Number of
Institutional Sellers
(last 12 months)
49
Total
Institutional Outflows
(last 12 months)
$34.92M
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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
7/26/2024Checchi Capital Advisers LLC54,956$3.18M0.2%-5.6%0.420%
7/26/2024Sequent Asset Management LLC6,568$380K0.2%+73.6%0.050%
7/26/2024 Bank of New York Mellon Corp14,181$821K0.0%+224.7%0.108%
7/25/2024 New Millennium Group LLC10,583$613K0.4%+10.0%0.081%
7/25/2024 SNS Financial Group LLC5,866$340K0.0%-32.1%0.045%
7/24/2024 Sound Stewardship LLC6,800$394K0.2%-29.0%0.052%
7/22/2024 CarsonAllaria Wealth Management Ltd.37,879$2.19M1.3%-1.5%0.289%
7/19/2024Mason & Associates Inc58,265$3.38M0.9%+1.4%0.445%
7/18/2024 WealthCare Investment Partners LLC6,270$363K0.2%-24.8%0.048%
7/18/2024 Pure Financial Advisors LLC94,304$5.46M0.2%+0.7%0.720%
7/17/2024 Rockingstone Advisors LLC23,375$1.35M0.7%-4.8%0.178%
7/16/2024 Falcon Wealth Planning3,778$219K0.0%-6.2%0.029%
7/12/2024 Cabot Wealth Management Inc.36,096$2.09M0.3%-6.3%0.276%
7/10/2024 Cyr Financial Inc.54,931$3.18M3.2%N/A0.419%
7/10/2024 Apella Capital LLC78,329$4.62M0.2%+17.7%0.598%
7/9/2024 Mather Group LLC.2,500$140K0.0%N/A0.019%
7/2/2024 Massmutual Trust Co. FSB ADV2,460$142K0.0%-50.8%0.019%
5/29/2024Garde Capital Inc.7,015$391K0.0%N/A0.054%
5/24/2024Cetera Advisors LLC6,371$356K0.0%+14.6%0.049%
5/23/2024Austin Wealth Management LLC14,125$828K0.2%+3.0%0.108%
5/17/2024Hancock Whitney Corp8,652$483K0.0%-44.1%0.066%
5/16/2024Jane Street Group LLC227,986$12.72M0.0%N/A1.740%
5/9/2024SageView Advisory Group LLC4,687$262K0.0%N/A0.036%
5/9/2024Texas Yale Capital Corp.33,209$1.85M0.1%+2.0%0.254%
5/9/2024Camelot Portfolios LLC13,824$771K0.8%-22.5%0.106%
5/8/2024Watershed Private Wealth LLC5,348$298K0.1%N/A0.041%
5/8/2024Thoroughbred Financial Services LLC6,121$341K0.0%-20.8%0.047%
5/7/2024Atomi Financial Group Inc.6,757$377K0.0%+17.9%0.052%
5/7/2024 CarsonAllaria Wealth Management Ltd.38,464$2.15M1.3%+1.4%0.294%
5/7/2024Empirical Financial Services LLC d.b.a. Empirical Wealth Management185,657$10.36M0.3%-1.7%1.417%
5/4/2024 Geneos Wealth Management Inc.1,214$68K0.0%+18.8%0.009%
5/3/2024Rehmann Capital Advisory Group5,213$291K0.0%+4.7%0.038%
5/3/2024Whittier Trust Co. of Nevada Inc.1,804$101K0.0%+40.9%0.013%
5/3/2024Whittier Trust Co.5,778$322K0.0%-8.3%0.042%
4/30/2024Investment Advisory Group LLC4,869$272K0.1%N/A0.036%
4/29/2024Commonwealth Equity Services LLC27,184$1.52M0.0%+51.6%0.200%
4/26/2024Checchi Capital Advisers LLC58,209$3.25M0.3%+4.4%0.428%
4/24/2024Spire Wealth Management12,060$673K0.0%+8.4%0.089%
4/23/2024Mason & Associates Inc57,483$3.21M0.9%N/A0.423%
4/23/2024 Venturi Wealth Management LLC111,988$6.25M0.4%+7.8%0.823%
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4/22/2024 HF Advisory Group LLC3,936$220K0.1%N/A0.029%
4/18/2024Financial Strategies Group Inc.34,944$2.01M0.5%-1.8%0.236%
4/18/2024 Omega Financial Group LLC11,764$656K0.3%-4.1%0.079%
4/17/2024 Kathleen S. Wright Associates Inc.26,509$1.48M0.7%-1.6%0.179%
4/15/2024 WealthCare 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%
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%
2/1/2024 Kathleen S. Wright Associates Inc.26,933$1.52M0.7%+5.3%0.182%
1/26/2024 Geneos Wealth Management Inc.1,022$58K0.0%N/A0.007%
1/24/2024 Stratos Wealth Partners LTD.37,479$2.12M0.0%+202.3%0.253%
1/24/2024 Allworth 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%
1/23/2024 Venturi Wealth Management LLC103,850$5.86M0.4%+0.6%0.702%
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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%
1/22/2024 SNS 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%
1/18/2024 WealthCare 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%
1/17/2024 New Millennium Group LLC8,572$484K0.4%N/A0.058%
1/17/2024 Sound Stewardship LLC9,862$557K0.4%-4.1%0.067%
(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, 132 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), Affinity Wealth Management LLC ($18.34M), LPL Financial LLC ($16.31M), Mariner LLC ($14.83M), and Jane Street Group LLC ($12.72M).Learn more on EWX's institutional investors.

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

Of the 113 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), Jane Street Group LLC ($227.99K), LPL Financial LLC ($161.62K), and Parcion Private Wealth LLC ($158.92K).

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

Institutional investors have bought a total of 5,700,759 shares in the last 24 months. This purchase volume represents approximately $293.27M in transactions.

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

Of the 67 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), LPL Financial LLC ($64.37K), Crestone Asset Management LLC ($52.60K), Sepio Capital LP ($51.47K), and N.E.W. Advisory Services LLC ($34.01K).

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

Institutional investors have sold a total of 1,476,898 shares in the last 24 months. This volume of shares sold represents approximately $75.61M in transactions.


This page (NYSEARCA:EWX) was last updated on 7/27/2024 by MarketBeat.com Staff

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