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

SPDR S&P Emerging Markets SmallCap ETF logo
$61.30
+0.21 (+0.34%)
(As of 12:50 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
82
Total
Institutional Inflows
(last 12 months)
$73.00M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$67.43M
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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
11/1/2024Assetmark Inc.1,836$115K0.0%+3,430.8%0.014%
10/30/2024 JFG Wealth Management LLC43,907$2.74M0.8%-19.1%0.335%
10/30/2024 Johnson Financial Group LLC97,436$6.08M0.7%-29.2%0.744%
10/30/2024 Falcon Wealth Planning3,612$225K0.0%-4.4%0.028%
10/29/2024 Pure Financial Advisors LLC96,964$6.05M0.1%+2.8%0.740%
10/29/2024 Sage Financial Group Inc.3,287$205K0.0%N/A0.025%
10/28/2024 Austin Wealth Management LLC13,036$819K0.2%-2.1%0.100%
10/24/2024 Sound Stewardship LLC6,076$379K0.2%-10.6%0.046%
10/24/2024 Greenspring Advisors LLC3,660$228K0.0%N/A0.028%
10/23/2024 Mason & Associates Inc39,190$2.45M0.6%-32.7%0.299%
10/22/2024 Private Advisor Group LLC4,971$310K0.0%-4.3%0.038%
10/22/2024 Maryland Capital Advisors Inc.20,010$1.25M0.6%+4.6%0.153%
10/21/2024 CarsonAllaria Wealth Management Ltd.35,705$2.23M1.3%-5.7%0.273%
10/15/2024 Cabot Wealth Management Inc.36,992$2.31M0.3%+2.5%0.282%
10/11/2024 Creative Planning2,665,687$166.29M0.2%-9.9%20.349%
10/11/2024 Kathleen S. Wright Associates Inc.27,758$1.73M0.7%+2.8%0.212%
10/8/2024 Rockingstone Advisors LLC19,616$1.22M0.6%-16.1%0.150%
10/8/2024 WealthCare Investment Partners LLC3,438$223K0.1%-45.2%0.026%
10/8/2024 Atomi Financial Group Inc.10,097$630K0.0%+51.8%0.077%
10/8/2024 Omega Financial Group LLC10,907$680K0.3%-6.4%0.083%
10/3/2024 Apella Capital LLC88,296$5.61M0.2%+12.7%0.674%
10/2/2024 Massmutual Trust Co. FSB ADV510$32K0.0%-79.3%0.004%
9/5/2024Sanctuary Advisors LLC12,696$719K0.0%N/A0.097%
8/26/2024Ariadne Wealth Management LP4,792$278K0.2%N/A0.037%
8/22/2024Cetera Investment Advisers24,567$1.42M0.0%+1.2%0.188%
8/19/2024B. Riley Wealth Advisors Inc.14,232$824K0.0%-13.5%0.109%
8/16/2024Northwestern Mutual Wealth Management Co.4,976$288K0.0%+8.6%0.038%
8/16/2024 Creative Planning2,958,739$171.37M0.2%-12.6%22.586%
8/16/2024Sepio Capital LP42,698$2.47M0.2%-1.0%0.326%
8/15/2024Beaird Harris Wealth Management LLC1,096$63K0.0%-17.7%0.008%
8/13/2024Hancock Whitney Corp10,092$585K0.0%+16.6%0.077%
8/13/2024Summit Trail Advisors LLC12,095$701K0.0%N/A0.092%
8/13/2024AE Wealth Management LLC23,975$1.39M0.0%+6.7%0.183%
8/12/2024Mercer Global Advisors Inc. ADV9,785$567K0.0%+41.6%0.075%
8/8/2024Envestnet Asset Management Inc.54,853$3.18M0.0%+32.2%0.419%
8/8/2024WESCAP Management Group Inc.77,590$4.49M1.3%+0.4%0.592%
8/8/2024Thoroughbred Financial Services LLC7,012$406K0.0%+14.6%0.054%
8/8/2024Hardin Capital Partners LLC3,684$213K0.1%N/A0.028%
8/7/2024 MGO One Seven LLC92,075$5.33M0.3%+1.1%0.703%
8/6/2024Waddell & Associates LLC577,157$33.43M4.4%+1.7%4.406%
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8/5/2024Addison Advisors LLC7,380$427K0.1%-4.2%0.056%
8/5/2024 N.E.W. Advisory Services LLC158,735$9.19M1.0%-4.1%1.212%
8/2/2024 JFG Wealth Management LLC54,248$3.14M0.9%+213.0%0.414%
8/2/2024 Johnson Financial Group LLC137,554$7.97M1.0%+305.2%1.050%
8/2/2024Tortoise Investment Management LLC62,678$3.63M0.4%+0.9%0.478%
7/31/2024 Spire Wealth Management12,989$752K0.0%+7.7%0.099%
7/31/2024Commonwealth Equity Services LLC45,229$2.62M0.0%+66.4%0.345%
7/31/2024Solano Wealth Management Inc.10,998$637K0.3%+41.1%0.084%
7/29/2024 Arkadios Wealth Advisors3,497$203K0.0%N/A0.027%
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%
7/26/2024Bank of New York Mellon Corp14,181$821K0.0%+224.7%0.108%
7/25/2024New Millennium Group LLC10,583$613K0.4%+10.0%0.081%
7/25/2024SNS 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%
7/19/2024 Mason & 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%
7/10/2024Cyr 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%
5/23/2024 Austin 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%
5/8/2024 Watershed Private Wealth LLC5,348$298K0.1%N/A0.041%
5/8/2024Thoroughbred Financial Services LLC6,121$341K0.0%-20.8%0.047%
5/7/2024 Atomi 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%
5/4/2024Geneos Wealth Management Inc.1,214$68K0.0%+18.8%0.009%
5/3/2024Rehmann Capital Advisory Group5,213$291K0.0%+4.7%0.038%
5/3/2024 Whittier Trust Co. of Nevada Inc.1,804$101K0.0%+40.9%0.013%
5/3/2024 Whittier Trust Co.5,778$322K0.0%-8.3%0.042%
4/30/2024 Investment 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%
4/24/2024 Spire Wealth Management12,060$673K0.0%+8.4%0.089%
4/23/2024 Mason & Associates Inc57,483$3.21M0.9%N/A0.423%
4/23/2024Venturi Wealth Management LLC111,988$6.25M0.4%+7.8%0.823%
4/22/2024 HF Advisory Group LLC3,936$220K0.1%N/A0.029%
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4/18/2024 Financial 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%
2/21/2024 Austin Wealth Management LLC13,709$759K0.2%-4.2%0.093%
(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, 129 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), Waddell & Associates LLC ($33.43M), 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 115 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), Waddell & Associates LLC ($561.04K), Creative Planning ($460.04K), Affinity Wealth Management LLC ($324.81K), Jane Street Group LLC ($227.99K), Johnson Financial Group LLC ($187.46K), and LPL Financial LLC ($158.02K).

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

Institutional investors have bought a total of 5,336,205 shares in the last 24 months. This purchase volume represents approximately $279.10M in transactions.

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

Of the 61 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: Creative Planning ($776.36K), New York Life Investment Management LLC ($369.63K), Parcion Private Wealth LLC ($286.00K), LPL Financial LLC ($64.37K), Crestone Asset Management LLC ($52.60K), Sepio Capital LP ($51.89K), and Johnson Financial Group LLC ($40.12K).

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

Institutional investors have sold a total of 1,929,665 shares in the last 24 months. This volume of shares sold represents approximately $106.92M in transactions.



This page (NYSEARCA:EWX) was last updated on 11/4/2024 by MarketBeat.com Staff
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