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

SPDR S&P Emerging Markets SmallCap ETF logo
$63.98 +0.07 (+0.11%)
Closing price 08/8/2025 04:10 PM Eastern
Extended Trading
$63.94 -0.04 (-0.06%)
As of 08/8/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
89
Total
Institutional Inflows
(last 12 months)
$80.37M
Number of
Institutional Sellers
(last 12 months)
64
Total
Institutional Outflows
(last 12 months)
$89.99M
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EWX Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/8/2025 Tortoise Investment Management LLC62,673$3.89M0.4%-2.2%0.555%
8/8/2025 Cetera Investment Advisers34,052$2.11M0.0%+21.7%0.301%
8/8/2025 Thoroughbred Financial Services LLC5,363$332K0.0%-29.3%0.047%
8/8/2025 Creative Planning2,008,095$124.56M0.1%-9.5%17.771%
8/8/2025 Austin Wealth Management LLC5,901$369K0.1%-52.7%0.052%
8/8/2025 JFG Wealth Management LLC21,600$1.34M0.3%-41.6%0.191%
8/7/2025 Cascade Financial Partners LLC33,645$2.09M0.3%+34.3%0.298%
8/7/2025 Addison Advisors LLC7,555$469K0.1%-8.5%0.067%
8/7/2025 WESCAP Management Group Inc.71,026$4.41M1.0%-0.5%0.629%
8/6/2025 AE Wealth Management LLC18,275$1.13M0.0%+15.0%0.162%
8/6/2025 Texas Yale Capital Corp.35,229$2.19M0.1%+0.5%0.312%
8/6/2025 SNS Financial Group LLC16,833$1.04M0.1%+31.1%0.149%
8/5/2025 Cassaday & Co Wealth Management LLC12,680$787K0.0%-2.7%0.112%
8/4/2025 Spire Wealth Management13,720$851K0.0%-3.4%0.121%
8/1/2025 Envestnet Asset Management Inc.42,842$2.66M0.0%+7.4%0.379%
7/31/2025 Wealthfront Advisers LLC4,344$269K0.0%-11.5%0.038%
7/31/2025 Cabot Wealth Management Inc.22,303$1.38M0.2%+31.7%0.197%
7/31/2025 Mason & Associates Inc45,226$2.81M0.6%+4.7%0.400%
7/31/2025 BIP Wealth LLC100,554$6.24M0.4%-8.0%0.890%
7/31/2025 Focus Partners Advisor Solutions LLC3,252$202K0.0%N/A0.029%
7/31/2025 Kathleen S. Wright Associates Inc.24,116$1.50M0.6%-8.0%0.213%
7/31/2025 3EDGE Asset Management LP25,425$1.57M0.1%+88.9%0.225%
7/31/2025 180 Wealth Advisors LLC6,827$423K0.1%+4.0%0.060%
7/30/2025 Whittier Trust Co.5,528$343K0.0%-4.1%0.049%
7/30/2025 Bogart Wealth LLC58,700$3.64M0.2%+6.9%0.519%
7/29/2025 Stratos Wealth Partners LTD.54,158$3.36M0.0%+6.4%0.479%
7/25/2025 Atria Wealth Solutions Inc.3,876$243K0.0%N/A0.034%
7/25/2025 Investment Advisory Group LLC3,231$200K0.1%N/A0.029%
7/24/2025 rebel Financial LLC58,765$3.65M1.7%N/A0.520%
7/24/2025 Cyndeo Wealth Partners LLC3,365$209K0.0%-7.6%0.030%
7/24/2025 Blair William & Co. IL1,314$82K0.0%-39.0%0.012%
7/24/2025 CarsonAllaria Wealth Management Ltd.31,669$1.96M1.1%-10.3%0.280%
7/23/2025 Watershed Private Wealth LLC3,387$210K0.1%-36.6%0.030%
7/22/2025 Sage Financial Group Inc.3,305$205K0.0%N/A0.029%
7/22/2025 Checchi Capital Advisers LLC62,544$3.88M0.2%+1.9%0.553%
7/21/2025 Empirical Financial Services LLC d.b.a. Empirical Wealth Management194,041$12.04M0.3%+4.9%1.717%
7/18/2025 Pure Financial Advisors LLC110,784$6.87M0.1%-7.6%0.980%
7/17/2025 Cyr Financial Inc.77,657$4.82M3.7%+11.2%0.687%
7/17/2025 Camelot Portfolios LLC13,530$839K0.5%-9.4%0.120%
7/17/2025 Michels Family Financial LLC17,965$1.11M0.9%+3.2%0.159%
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7/16/2025 Perigon Wealth Management LLC8,321$516K0.0%+4.7%0.074%
7/14/2025 Maryland Capital Advisors Inc.23,688$1.47M0.6%+3.4%0.210%
7/14/2025 Sowell Financial Services LLC5,605$348K0.0%-23.4%0.050%
7/11/2025 Kingstone Capital Partners Texas LLC24,528$1.40M0.0%N/A0.217%
7/9/2025 Alesco Advisors LLC12,041$747K0.0%-2.3%0.107%
7/9/2025 Shore 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%
5/15/2025 Tortoise 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%
5/13/2025 Cascade Financial Partners LLC25,045$1.42M0.2%-10.6%0.222%
5/13/2025 WESCAP Management Group Inc.71,396$4.04M1.0%-8.0%0.632%
5/12/2025 JFG 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%
5/9/2025 Blair William & Co. IL2,154$122K0.0%-21.8%0.019%
5/8/2025 Empirical 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%
5/7/2025 Texas Yale Capital Corp.35,037$1.98M0.1%+1.9%0.310%
5/6/2025 Assetmark Inc.603$34K0.0%-71.9%0.005%
5/6/2025 Cetera Investment Advisers27,972$1.58M0.0%+6.3%0.248%
5/6/2025 Maryland Capital Advisors Inc.22,910$1.30M0.6%+4.9%0.203%
5/6/2025 AE Wealth Management LLC15,889$900K0.0%-20.2%0.141%
5/6/2025 Kathleen S. Wright Associates Inc.26,200$1.48M0.6%-2.7%0.232%
5/5/2025 SNS Financial Group LLC12,836$727K0.1%+122.1%0.114%
5/2/2025 BIP Wealth LLC109,321$6.19M0.4%-7.9%0.967%
5/2/2025 Wealthfront Advisers LLC4,911$278K0.0%-9.9%0.043%
5/2/2025 Whittier Trust Co. of Nevada Inc.524$30K0.0%-71.0%0.005%
5/2/2025 Bogart Wealth LLC54,890$3.11M0.1%N/A0.486%
5/1/2025 CWM LLC1,992$113K0.0%+75.8%0.018%
5/1/2025 3EDGE Asset Management LP13,463$766K0.1%+5.8%0.119%
5/1/2025 Omega Financial Group LLC10,700$606K0.2%-3.0%0.095%
5/1/2025 Austin Wealth Management LLC12,471$700K0.1%-3.3%0.110%
4/30/2025 Index Fund Advisors Inc.8,436$478K0.0%-14.9%0.075%
4/30/2025 Stratos Wealth Partners LTD.50,903$2.88M0.0%+6.9%0.450%
4/29/2025 Envestnet Asset Management Inc.39,884$2.26M0.0%-42.7%0.353%
4/29/2025 Bank of New York Mellon Corp7,883$446K0.0%+24.0%0.070%
4/29/2025 OneDigital Investment Advisors LLC33,514$1.90M0.0%-4.3%0.297%
4/29/2025 Checchi Capital Advisers LLC61,365$3.48M0.2%+11.9%0.543%
4/28/2025 CarsonAllaria Wealth Management Ltd.35,290$2.00M1.2%-1.1%0.312%
4/23/2025 Pure Financial Advisors LLC119,961$6.79M0.1%+18.5%1.062%
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4/23/2025 Perigon Wealth Management LLC7,947$450K0.0%+20.2%0.070%
4/23/2025 Spire Wealth Management14,196$804K0.0%+2.4%0.126%
4/22/2025 Cyr Financial Inc.69,835$3.96M3.9%+2.8%0.618%
4/22/2025 Cabot Wealth Management Inc.16,934$959K0.1%-1.7%0.150%
4/17/2025 Mason & Associates Inc43,200$2.45M0.6%+3.9%0.382%
4/17/2025 Sowell Financial Services LLC7,322$415K0.0%N/A0.065%
4/16/2025 Sound Stewardship LLC5,733$325K0.2%-5.4%0.051%
4/15/2025 Rockingstone Advisors LLC10,196$577K0.3%-4.5%0.090%
4/14/2025 Farther Finance Advisors LLC1,304$74K0.0%-16.0%0.012%
4/14/2025Greenspring Advisors LLC6,092$345K0.1%+43.0%0.054%
(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, 162 institutional investors and hedge funds held shares of SPDR S&P Emerging Markets SmallCap ETF. The most heavily invested institutionals were Creative Planning ($124.56M), 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 132 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: Life Planning Partners Inc ($351.66K), Jane Street Group LLC ($275.50K), LPL Financial LLC ($178.77K), Johnson Financial Group LLC ($126.60K), Venturi Wealth Management LLC ($111.99K), WealthPlan Investment Management LLC ($103.17K), and Affinity Wealth Management LLC ($88.61K).

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

Institutional investors have bought a total of 1,359,508 shares in the last 24 months. This purchase volume represents approximately $80.37M in transactions.

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

Of the 64 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 ($929.86K), LPL Financial LLC ($124.87K), Johnson Financial Group LLC ($76.24K), Bank of America Corp DE ($65.24K), JFG Wealth Management LLC ($32.65K), N.E.W. Advisory Services LLC ($32.61K), and Envestnet Asset Management Inc. ($29.68K).

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

Institutional investors have sold a total of 1,508,197 shares in the last 24 months. This volume of shares sold represents approximately $89.99M in transactions.


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This page (NYSEARCA:EWX) was last updated on 8/10/2025 by MarketBeat.com Staff
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