Institutional Ownership Spdr S&P Emerging Markets Smal (EWX)
This table provides information about the institutional ownership of Spdr S&P Emerging Markets Smal (EWX). We have compiled data on the 172 institutions that hold shares in the stock, with a total of 7.75 Million shares, which have been reported (via 13F filing form) to have a value of $461 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
2,219,274
shares
|
$132 Million
0.12% of portfolio
|
Q1 2025
Reduced 7.97%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
756,388
shares
|
$45 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Waddell & Associates, LLC
|
May 14, 2025 Q1 2025 |
615,037
shares
|
$36.6 Million
4.67% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
315,092
shares
|
$18.7 Million
0.03% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
238,304
shares
|
$14.2 Million
0.0% of portfolio
|
Q1 2025
Added 43.08%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
217,329
shares
|
$12.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 36.49%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
201,481
shares
|
$12 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
185,024
shares
|
$11 Million
0.27% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
164,766
shares
|
$9.8 Million
0.01% of portfolio
|
Q3 2019
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
140,435
shares
|
$8.35 Million
0.0% of portfolio
|
Q1 2025
Added 3.12%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
130,584
shares
|
$7.77 Million
0.59% of portfolio
|
Q1 2025
Added 10.47%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
119,961
shares
|
$7.14 Million
0.15% of portfolio
|
Q1 2025
Added 18.48%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
109,321
shares
|
$6.5 Million
0.4% of portfolio
|
Q1 2025
Reduced 7.89%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
99,626
shares
|
$5.93 Million
0.2% of portfolio
|
Q1 2025
Added 7.94%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
89,589
shares
|
$5.33 Million
0.52% of portfolio
|
Q1 2025
Added 6.81%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
74,783
shares
|
$4.45 Million
0.02% of portfolio
|
Q1 2025
Added 36.43%
|
|
|
Wescap Management Group, Inc.
Glendale, CA |
May 12, 2025 Q1 2025 |
71,396
shares
|
$4.25 Million
1.0% of portfolio
|
Q1 2025
Reduced 8.05%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Apr 22, 2025 Q1 2025 |
69,835
shares
|
$4.15 Million
3.94% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
65,238
shares
|
$3.88 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
64,093
shares
|
$3.81 Million
0.4% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
61,365
shares
|
$3.65 Million
0.18% of portfolio
|
Q1 2025
Added 11.93%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
May 12, 2025 Q1 2025 |
61,315
shares
|
$3.65 Million
0.37% of portfolio
|
Q1 2025
Reduced 20.41%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
May 14, 2025 Q1 2025 |
56,449
shares
|
$3.36 Million
0.99% of portfolio
|
Q1 2025
Reduced 23.53%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
54,890
shares
|
$3.26 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
52,645
shares
|
$3.13 Million
0.05% of portfolio
|
Q1 2025
Reduced 30.0%
|