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

SPDR S&P Emerging Markets SmallCap ETF logo
$62.48 +0.31 (+0.49%)
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Institutional Ownership Changes (13F Filings) for SPDR S&P Emerging Markets SmallCap ETF (NYSEARCA:EWX)

Number of
Institutional Buyers
(last 12 months)
90
Total
Institutional Inflows
(last 12 months)
$82.18M
Number of
Institutional Sellers
(last 12 months)
57
Total
Institutional Outflows
(last 12 months)
$74.59M
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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
7/9/2025Alesco Advisors LLC12,041$747K0.0%-2.3%0.107%
7/9/2025Shore Point Advisors LLC6,132$380K0.2%+3.2%0.054%
7/8/2025 FF Advisors LLC3,235$201K0.1%N/A0.029%
7/8/2025 Apella Capital LLC109,714$6.80M0.2%+10.1%0.971%
5/21/2025Geneos Wealth Management Inc.6,832$387K0.0%+10,575.0%0.060%
5/16/2025Jones Financial Companies Lllp87,519$4.96M0.0%+653.1%0.775%
5/15/2025Baird Financial Group Inc.50,431$2.86M0.0%+0.7%0.446%
5/15/2025OLD Mission Capital LLC74,783$4.24M0.1%+36.4%0.662%
5/15/2025Tortoise Investment Management LLC64,093$3.63M0.4%+1.4%0.567%
5/14/2025Transamerica Financial Advisors LLC89,589$5.07M0.5%+6.8%0.793%
5/14/2025Comerica Bank6,890$390K0.0%+2.6%0.061%
5/14/2025RPg Family Wealth Advisory LLC56,449$3.20M0.9%-23.5%0.500%
5/14/2025Northwestern Mutual Wealth Management Co.5,096$289K0.0%-8.3%0.045%
5/14/2025Compound Planning Inc.10,673$604K0.0%+1.8%0.094%
5/13/2025Cascade Financial Partners LLC25,045$1.42M0.2%-10.6%0.222%
5/13/2025WESCAP Management Group Inc.71,396$4.04M1.0%-8.0%0.632%
5/12/2025JFG Wealth Management LLC36,997$2.10M0.5%-7.7%0.327%
5/12/2025Johnson Financial Group LLC61,315$3.47M0.4%-20.4%0.543%
5/9/2025Blair William & Co. IL2,154$122K0.0%-21.8%0.019%
5/8/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management185,024$10.48M0.3%+0.3%1.637%
5/7/2025N.E.W. Advisory Services LLC130,584$7.40M0.6%+10.5%1.156%
5/7/2025LPL Financial LLC217,329$12.31M0.0%-36.5%1.923%
5/7/2025Waddell & Associates LLC615,037$34.83M4.2%+2.2%5.443%
5/7/2025Texas Yale Capital Corp.35,037$1.98M0.1%+1.9%0.310%
5/6/2025Assetmark Inc.603$34K0.0%-71.9%0.005%
5/6/2025Cetera Investment Advisers27,972$1.58M0.0%+6.3%0.248%
5/6/2025Maryland Capital Advisors Inc.22,910$1.30M0.6%+4.9%0.203%
5/6/2025AE Wealth Management LLC15,889$900K0.0%-20.2%0.141%
5/6/2025Kathleen S. Wright Associates Inc.26,200$1.48M0.6%-2.7%0.232%
5/5/2025SNS Financial Group LLC12,836$727K0.1%+122.1%0.114%
5/2/2025BIP Wealth LLC109,321$6.19M0.4%-7.9%0.967%
5/2/2025Wealthfront Advisers LLC4,911$278K0.0%-9.9%0.043%
5/2/2025Whittier Trust Co. of Nevada Inc.524$30K0.0%-71.0%0.005%
5/2/2025Bogart Wealth LLC54,890$3.11M0.1%N/A0.486%
5/1/2025CWM LLC1,992$113K0.0%+75.8%0.018%
5/1/20253EDGE Asset Management LP13,463$766K0.1%+5.8%0.119%
5/1/2025Omega Financial Group LLC10,700$606K0.2%-3.0%0.095%
5/1/2025Austin Wealth Management LLC12,471$700K0.1%-3.3%0.110%
4/30/2025Index Fund Advisors Inc.8,436$478K0.0%-14.9%0.075%
4/30/2025Stratos Wealth Partners LTD.50,903$2.88M0.0%+6.9%0.450%
Which Gold Miner Trades at 30% of NAV? The One Buffett Wants (Ad)

Some of the world’s best gold developers are trading at just 30% of NAV — like buying a dollar for 30 cents. With gold at record highs and Bridgewater now buying in, one analyst believes Buffett’s next move could hit by August 15th. He’s identified the gold miner that fits Buffett’s profile — plus four smaller plays with even more upside.

Get the name of Buffett’s likely gold target here
4/29/2025Envestnet Asset Management Inc.39,884$2.26M0.0%-42.7%0.353%
4/29/2025Bank of New York Mellon Corp7,883$446K0.0%+24.0%0.070%
4/29/2025OneDigital Investment Advisors LLC33,514$1.90M0.0%-4.3%0.297%
4/29/2025Checchi Capital Advisers LLC61,365$3.48M0.2%+11.9%0.543%
4/28/2025CarsonAllaria Wealth Management Ltd.35,290$2.00M1.2%-1.1%0.312%
4/23/2025Pure Financial Advisors LLC119,961$6.79M0.1%+18.5%1.062%
4/23/2025Perigon Wealth Management LLC7,947$450K0.0%+20.2%0.070%
4/23/2025Spire Wealth Management14,196$804K0.0%+2.4%0.126%
4/22/2025Cyr Financial Inc.69,835$3.96M3.9%+2.8%0.618%
4/22/2025Cabot Wealth Management Inc.16,934$959K0.1%-1.7%0.150%
4/17/2025Mason & Associates Inc43,200$2.45M0.6%+3.9%0.382%
4/17/2025Sowell Financial Services LLC7,322$415K0.0%N/A0.065%
4/16/2025Sound Stewardship LLC5,733$325K0.2%-5.4%0.051%
4/15/2025Rockingstone Advisors LLC10,196$577K0.3%-4.5%0.090%
4/14/2025Farther Finance Advisors LLC1,304$74K0.0%-16.0%0.012%
4/14/2025Greenspring Advisors LLC6,092$345K0.1%+43.0%0.054%
4/10/2025 Apella Capital LLC99,626$5.23M0.2%+7.9%0.882%
4/9/2025Merit Financial Group LLC52,645$2.98M0.0%-30.0%0.466%
4/7/2025AdvisorNet Financial Inc1,034$59K0.0%-25.0%0.009%
3/24/2025Mascagni Wealth Management Inc.988$58K0.0%N/A0.009%
2/20/2025Michels Family Financial LLC16,939$993K0.9%N/A0.129%
2/17/2025Vista Investment Management34,770$2.04M0.8%+15.1%0.265%
2/17/2025Quantinno Capital Management LP5,847$343K0.0%N/A0.045%
2/17/2025Focus Partners Wealth6,292$369K0.0%-11.7%0.048%
2/17/2025Clark Capital Management Group Inc.9,696$568K0.0%N/A0.074%
2/17/2025Cetera Investment Advisers26,316$1.54M0.0%-3.8%0.201%
2/17/2025Baird Financial Group Inc.50,086$2.94M0.0%+3.3%0.382%
2/17/2025Bank of America Corp DE776,662$45.52M0.0%-7.7%5.929%
2/17/2025BIP Wealth LLC118,682$6.96M0.5%+10.4%0.906%
2/17/2025Ameriprise Financial Inc.136,185$7.98M0.0%+19.4%1.040%
2/17/2025Aptus Capital Advisors LLC1,072$63K0.0%+10,620.0%0.008%
2/14/2025Rehmann Capital Advisory Group4,810$282K0.0%-11.1%0.037%
2/14/2025Comerica Bank6,715$394K0.0%+5.2%0.051%
2/14/2025MGO One Seven LLC92,347$5.41M0.2%+1.4%0.705%
2/14/2025OneDigital Investment Advisors LLC35,032$2.05M0.0%-1.8%0.267%
2/14/2025MML Investors Services LLC39,087$2.29M0.0%+22.5%0.298%
2/13/2025Everest Management Corp.4,074$239K0.2%N/A0.031%
2/13/2025Regal Investment Advisors LLC13,249$777K0.1%+11.2%0.101%
2/13/2025Mariner LLC312,376$18.31M0.0%-1.7%2.385%
2/13/2025Waddell & Associates LLC601,576$35.26M3.6%+1.6%4.592%
2/13/2025Raymond James Financial Inc.35,893$2.10M0.0%N/A0.274%
2/13/2025Texas Yale Capital Corp.34,384$2.02M0.1%+3.7%0.262%
2/13/2025Advisory Services Network LLC18,676$1.10M0.0%-2.8%0.143%
2/13/2025Cerity Partners LLC3,416$200K0.0%N/A0.026%
2/13/2025Envestnet Asset Management Inc.69,560$4.08M0.0%+20.9%0.531%
2/13/2025Wells Fargo & Company MN202,094$11.85M0.0%+15.4%1.543%
2/13/2025Smith Moore & CO.15,987$937K0.1%-1.6%0.122%
2/12/2025Thoroughbred Financial Services LLC7,582$444K0.0%+8.1%0.058%
2/12/2025WESCAP Management Group Inc.77,645$4.55M1.1%+1.1%0.593%
2/12/2025OLD Mission Capital LLC54,815$3.21M0.0%+23.4%0.418%
Which Gold Miner Trades at 30% of NAV? The One Buffett Wants (Ad)

Some of the world’s best gold developers are trading at just 30% of NAV — like buying a dollar for 30 cents. With gold at record highs and Bridgewater now buying in, one analyst believes Buffett’s next move could hit by August 15th. He’s identified the gold miner that fits Buffett’s profile — plus four smaller plays with even more upside.

Get the name of Buffett’s likely gold target here
2/12/2025Transamerica Financial Advisors Inc.83,874$4.92M0.5%-1.6%0.640%
2/12/2025JPMorgan Chase & Co.22,359$1.31M0.0%-12.8%0.171%
2/12/2025Ipsen Advisor Group LLC4,865$285K0.2%N/A0.037%
2/12/2025Ariadne Wealth Management LP4,447$260K0.1%+6.1%0.034%
2/11/2025LPL Financial LLC342,202$20.06M0.0%+12.9%2.612%
2/10/2025RPg Family Wealth Advisory LLC73,820$4.33M1.5%-1.4%0.564%
2/10/2025Commonwealth Equity Services LLC46,249$2.71M0.0%+7.1%0.353%
2/10/2025Farther Finance Advisors LLC1,553$91K0.0%-31.2%0.012%
2/7/2025Cascade Financial Partners LLC28,021$1.64M0.2%+3.6%0.214%
2/7/2025Tortoise Investment Management LLC63,213$3.71M0.4%+1.0%0.483%
(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, 160 institutional investors and hedge funds held shares of SPDR S&P Emerging Markets SmallCap ETF. The most heavily invested institutionals were Creative Planning ($166.29M), New York Life Investment Management LLC ($101.88M), Bank of America Corp DE ($45.52M), Waddell & Associates LLC ($34.83M), Life Planning Partners Inc ($20.61M), Affinity Wealth Management LLC ($18.34M), and Mariner LLC ($18.31M).Learn more on SPDR S&P Emerging Markets SmallCap ETF's institutional investors.

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

Of the 131 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: New York Life Investment Management LLC ($1.71M), Life Planning Partners Inc ($351.66K), Jane Street Group LLC ($275.50K), Creative Planning ($209.41K), LPL Financial LLC ($178.77K), Johnson Financial Group LLC ($130.71K), and Venturi Wealth Management LLC ($111.99K).

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

Institutional investors have bought a total of 1,402,633 shares in the last 24 months. This purchase volume represents approximately $82.18M in transactions.

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

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: Creative Planning ($718.68K), LPL Financial LLC ($124.87K), Johnson Financial Group LLC ($76.24K), Bank of America Corp DE ($65.24K), N.E.W. Advisory Services LLC ($39.47K), Envestnet Asset Management Inc. ($29.68K), and Merit Financial Group LLC ($22.56K).

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

Institutional investors have sold a total of 1,261,339 shares in the last 24 months. This volume of shares sold represents approximately $74.59M in transactions.



This page (NYSEARCA:EWX) was last updated on 7/10/2025 by MarketBeat.com Staff
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