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

SPDR S&P Emerging Markets SmallCap ETF logo
$71.40 -0.24 (-0.34%)
As of 10/13/2026 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
101
Total
Institutional Inflows
(last 12 months)
$79.63M
Number of
Institutional Sellers
(last 12 months)
57
Total
Institutional Outflows
(last 12 months)
$41.36M
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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
10/10/2026HF Advisory Group LLC2,870$204K0.0%N/A0.031%
10/9/2026GAMMA Investing LLC1,101$78K0.0%+33.6%0.012%
10/8/2026Farther Finance Advisors LLC2,181$155K0.0%-18.2%0.023%
10/8/2026Apella Capital LLC111,007$7.95M0.1%-16.8%1.194%
10/5/2026Eastern Bank948$67K0.0%N/A0.010%
10/5/2026Heartwood Wealth Advisors LLC13,318$947K0.1%+1.4%0.143%
10/5/2026MassMutual Private Wealth & Trust FSB460$33K0.0%N/A0.005%
9/23/2026Envestnet Asset Management Inc.37,461$2.78M0.0%-36.6%0.386%
9/21/2026Altar Rock LLC28,145$2.09M3.0%+0.8%0.290%
9/9/2026Tortoise Investment Management LLC49,974$3.71M0.3%-2.9%0.515%
9/9/2026Capital Analysts LLC610$45K0.0%+108.9%0.006%
9/9/2026Integrated Wealth Concepts LLC20,499$1.52M0.0%+99.7%0.211%
9/9/2026Baird Financial Group Inc.41,252$3.07M0.0%-1.9%0.425%
9/8/2026Powerhouse Assets LLC11,554$859K0.7%-3.7%0.119%
9/2/2026Range Advisory LLC3,445$256K0.0%N/A0.036%
8/27/2026Corient Private Wealth LP5,481$407K0.0%-23.1%0.057%
8/23/2026Hyundai Investments Co. Ltd.8,247$604K0.7%+209.7%0.085%
8/22/2026Tenet Wealth Partners LLC15,891$1.09M0.8%N/A0.164%
8/21/2026Greenspring Advisors LLC15,975$1.19M0.1%-5.0%0.165%
8/21/2026Continuum Advisory LLC1,217$90K0.0%N/A0.013%
7/8/2026Apella Capital LLC133,347$9.66M0.1%-3.1%1.347%
7/7/2026180 Wealth Advisors LLC7,085$526K0.1%-4.3%0.072%
7/7/2026CGN 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%
5/7/2026Balefire 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%
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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%
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%
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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%


EWX Institutional Ownership - Frequently Asked Questions

During the previous two years, 182 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 154 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), 3EDGE Asset Management LP ($104.04K), Jones Financial Companies Lllp ($87.62K), Welch Financial Planning LLC ($84.27K), Raymond James Financial Inc. ($71.79K), and Bogart Wealth LLC ($60.12K).

Institutional investors have bought a total of 1,201,294 shares in the last 24 months. This purchase volume represents approximately $79.63M in transactions.

Of the 57 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: OLD Mission Capital LLC ($139.21K), Creative Planning ($84.96K), Cyr Financial Inc. ($67.22K), 3EDGE Asset Management LP ($38.92K), Stratos Wealth Partners LTD. ($29.03K), Apella Capital LLC ($26.57K), and Envestnet Asset Management Inc. ($25.69K).

Institutional investors have sold a total of 618,634 shares in the last 24 months. This volume of shares sold represents approximately $41.36M in transactions.



Institutional ownership data for NYSEARCA:EWX is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/10/2026. New 13F filings are added each quarter as they're published.
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