EWX Institutional Ownership
State Street SPDR S&P Emerging Markets Small Cap ETF
1W: -0.9%
1M: -3.1%
3M: -4.3%
YTD: +7.5%
1Y: +5.8%
3Y: +41.5%
5Y: +34.4%
$71.34
+0.68 (+0.97%)
Weekly Expected Move ±2.0%
$69
$70
$71
$73
$74
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
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Short Interest
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Institutional Ownership — EWX
207
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
514M
Total Invested
18
New Positions
54
Increased
82
Reduced
19
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (221 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Creative Planning | 1,701,158 | $121M | -59,028 | -3.4% | 44Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 668,269 | $48M | -49,243 | -6.9% | 15Q | SEC ↗ |
| 3 | MORGAN STANLEY | 355,981 | $25M | +13,038 | +3.8% | 60Q | SEC ↗ |
| 4 | Mariner, LLC | 326,605 | $23M | -3,275 | -1.0% | 21Q | SEC ↗ |
| 5 | LPL Financial LLC | 241,315 | $17M | +31,366 | +14.9% | 54Q | SEC ↗ |
| 6 | WELLS FARGO & COMPANY/MN | 219,093 | $16M | -31,746 | -12.7% | 70Q | SEC ↗ |
| 7 | Empirical Financial Services, LLC d.b. | 182,808 | $13M | +4,821 | +2.7% | 39Q | SEC ↗ |
| 8 | OLD MISSION CAPITAL LLC | 176,585 | $13M | +100,432 | +131.9% | 8Q | SEC ↗ |
| 9 | VICTORY CAPITAL MANAGEMENT INC | 164,766 | $12M | — | +0.0% | 28Q | SEC ↗ |
| 10 | Apella Capital, LLC | 133,347 | $10M | -4,230 | -3.1% | 13Q | SEC ↗ |
| 11 | AMERIPRISE FINANCIAL INC | 118,709 | $8M | +839 | +0.7% | 12Q | SEC ↗ |
| 12 | Pure Financial Advisors, LLC | 112,298 | $8M | -2,156 | -1.9% | 44Q | SEC ↗ |
| 13 | BIP Wealth, LLC | 95,321 | $7M | +11,498 | +13.7% | 14Q | SEC ↗ |
| 14 | N.E.W. Advisory Services LLC | 89,770 | $6M | -10,212 | -10.2% | 25Q | SEC ↗ |
| 15 | Welch Financial Planning, LLC | 87,734 | $6M | +3,460 | +4.1% | 3Q | SEC ↗ |
| 16 | BlackRock, Inc. | 76,054 | $5M | +23,791 | +45.5% | 4Q | SEC ↗ |
| 17 | WESCAP Management Group, Inc. | 69,663 | $5M | -185 | -0.3% | 42Q | SEC ↗ |
| 18 | Transamerica Financial Advisors, LLC | 67,847 | $5M | -8,476 | -11.1% | 62Q | SEC ↗ |
| 19 | Beacon Pointe Advisors, LLC | 67,611 | $5M | +13,117 | +24.1% | 6Q | SEC ↗ |
| 20 | rebel Financial LLC | 60,209 | $4M | +575 | +1.0% | 4Q | SEC ↗ |
| 21 | Checchi Capital Advisers, LLC | 60,127 | $4M | -137 | -0.2% | 47Q | SEC ↗ |
| 22 | RPg Family Wealth Advisory, LLC | 57,195 | $4M | +426 | +0.8% | 21Q | SEC ↗ |
| 23 | Risk Paradigm Group, LLC | 57,119 | $4M | +433 | +0.8% | 3Q | SEC ↗ |
| 24 | WADDELL & ASSOCIATES, LLC | 51,981 | $4M | -1,602 | -3.0% | 15Q | SEC ↗ |
| 25 | Tortoise Investment Management, LLC | 49,974 | $4M | -1,489 | -2.9% | 55Q | SEC ↗ |
| 26 | Focus Partners Advisor Solutions, LLC | 48,590 | $3M | +1,759 | +3.8% | 3Q | SEC ↗ |
| 27 | Brady Martz Wealth Solutions, LLC | 48,460 | $3M | +1,911 | +4.1% | 3Q | SEC ↗ |
| 28 | VISTA INVESTMENT MANAGEMENT | 48,283 | $3M | +360 | +0.8% | 14Q | SEC ↗ |
| 29 | Johnson Financial Group, LLC | 46,657 | $3M | -6,286 | -11.9% | 13Q | SEC ↗ |
| 30 | Bluespring Wealth Management, LLC | 45,681 | $3M | +18,167 | +66.0% | 15Q | SEC ↗ |
| 31 | Equitable Holdings, Inc. | 44,805 | $3M | +423 | +1.0% | 27Q | SEC ↗ |
| 32 | Texas Yale Capital Corp. | 43,934 | $3M | +243 | +0.6% | 43Q | SEC ↗ |
| 33 | Sepio Capital, LP | 43,898 | $3M | +32 | +0.1% | 16Q | SEC ↗ |
| 34 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 43,008 | $3M | +9,871 | +29.8% | 6Q | SEC ↗ |
| 35 | MARTIN & CO INC /TN | 42,007 | $3M | +432 | +1.0% | 61Q | SEC ↗ |
| 36 | CABOT WEALTH MANAGEMENT INC | 41,320 | $3M | -113 | -0.3% | 23Q | SEC ↗ |
| 37 | Baird Financial Group, Inc. | 41,252 | $3M | -811 | -1.9% | 12Q | SEC ↗ |
| 38 | Cascade Financial Partners, LLC | 40,368 | $3M | +1 | +0.0% | 10Q | SEC ↗ |
| 39 | AE Wealth Management LLC | 37,551 | $3M | -5,052 | -11.9% | 24Q | SEC ↗ |
| 40 | ENVESTNET ASSET MANAGEMENT INC | 37,461 | $3M | -21,646 | -36.6% | 65Q | SEC ↗ |
| 41 | MML INVESTORS SERVICES, LLC | 34,735 | $2M | +6,844 | +24.5% | 25Q | SEC ↗ |
| 42 | Cetera Investment Advisers | 34,635 | $2M | -14,779 | -29.9% | 11Q | SEC ↗ |
| 43 | MUSTICO FINANCIAL GROUP, INC. | 33,760 | $2M | +345 | +1.0% | 5Q | SEC ↗ |
| 44 | Merit Financial Group, LLC | 33,719 | $2M | +595 | +1.8% | 11Q | SEC ↗ |
| 45 | Quantinno Capital Management LP | 32,536 | $2M | +4,213 | +14.9% | 7Q | SEC ↗ |
| 46 | NTV Asset Management LLC | 32,225 | $2M | -600 | -1.8% | 3Q | SEC ↗ |
| 47 | CarsonAllaria Wealth Management, Ltd. | 31,155 | $2M | -714 | -2.2% | 19Q | SEC ↗ |
| 48 | UBS Group AG | 28,930 | $2M | +2,724 | +10.4% | 47Q | SEC ↗ |
| 49 | OneDigital Investment Advisors LLC | 28,553 | $2M | -326 | -1.1% | 31Q | SEC ↗ |
| 50 | Altar Rock LLC | 28,145 | $2M | +229 | +0.8% | 1Q | SEC ↗ |
Recent Activity
New Positions (18)
| Holder | Shares | Value |
|---|---|---|
| MARYLAND CAPITAL ADVISORS INC. | 23,550 | $2M |
| TENET WEALTH PARTNERS, LLC | 15,891 | $1M |
| HRT FINANCIAL LP | 8,603 | $614K |
| PNC Financial Services Group, Inc. | 6,100 | $435K |
| Range Advisory, LLC | 3,445 | $246K |
| Busey Bank | 3,305 | $236K |
| ZENITH SOLUTIONS, INC. | 3,283 | $234K |
| CGN Advisors LLC | 2,746 | $196K |
| Virtu Financial LLC | 2,736 | $195K |
| OPPENHEIMER & CO INC | 2,705 | $193K |
| Continuum Advisory, LLC | 1,217 | $87K |
| UMB Bank, n.a. | 485 | $35K |
| SIMS INVESTMENT MANAGEMENT, LLC | 376 | $27K |
| IFG Advisory, LLC | 330 | $24K |
| Global Retirement Partners, LLC | 189 | $13K |
| Key Capital Management, INC | 143 | $10K |
| 10Elms LLP | 84 | $6K |
| Tower Research Capital LLC (TRC) | 2 | $0K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| 3EDGE Asset Management, LP | 72,835 | $5M |
| Financial Strategies Group, Inc. | 41,957 | $3M |
| Legacy Wealth Partners, LLC | 24,793 | $2M |
| Balefire, LLC | 13,890 | $991K |
| Sanctuary Advisors, LLC | 13,259 | $946K |
| Algorithmic Investment Models, LLC | 9,261 | $661K |
| Atria Investments, Inc | 8,971 | $640K |
| Gateway Wealth Partners, LLC | 8,900 | $635K |
| Independent Advisor Alliance | 8,500 | $606K |
| VestGen Investment Management | 7,540 | $538K |
| Summit Trail Advisors, LLC | 7,307 | $521K |
| Corient Private Wealth LLC | 7,125 | $508K |
| OPTIMA CAPITAL LLC | 6,270 | $447K |
| Destiny Wealth Partners, LLC | 6,269 | $447K |
| THOROUGHBRED FINANCIAL SERVICES, LL | 5,363 | $383K |
| Vanguard Personalized Indexing Mana | 4,452 | $318K |
| Forefront Wealth Partners, LLC | 4,013 | $286K |
| Integrated Advisors Network LLC | 3,439 | $245K |
| Kestra Advisory Services, LLC | 2,366 | $169K |
| Kohmann Bosshard Financial Services | 1,825 | $130K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| OLD MISSION CAPITAL LLC | +100,432 | +131.9% | 176,585 |
| LPL Financial LLC | +31,366 | +14.9% | 241,315 |
| BlackRock, Inc. | +23,791 | +45.5% | 76,054 |
| Bluespring Wealth Management, LLC | +18,167 | +66.0% | 45,681 |
| Beacon Pointe Advisors, LLC | +13,117 | +24.1% | 67,611 |
| MORGAN STANLEY | +13,038 | +3.8% | 355,981 |
| BIP Wealth, LLC | +11,498 | +13.7% | 95,321 |
| Integrated Wealth Concepts LLC | +10,234 | +99.7% | 20,499 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +9,871 | +29.8% | 43,008 |
| MML INVESTORS SERVICES, LLC | +6,844 | +24.5% | 34,735 |
| Hyundai Investments Co., Ltd. | +5,584 | +209.7% | 8,247 |
| Empirical Financial Services, LLC d | +4,821 | +2.7% | 182,808 |
| Quantinno Capital Management LP | +4,213 | +14.9% | 32,536 |
| OSAIC HOLDINGS, INC. | +4,085 | +20.4% | 24,139 |
| Welch Financial Planning, LLC | +3,460 | +4.1% | 87,734 |
| UBS Group AG | +2,724 | +10.4% | 28,930 |
| AQR CAPITAL MANAGEMENT LLC | +2,017 | +44.7% | 6,530 |
| Brady Martz Wealth Solutions, LLC | +1,911 | +4.1% | 48,460 |
| Focus Partners Advisor Solutions, L | +1,759 | +3.8% | 48,590 |
| JONES FINANCIAL COMPANIES LLLP | +1,712 | +26.5% | 8,178 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| ASSETMARK, INC | -444,631 | -99.6% | 1,794 |
| Creative Planning | -59,028 | -3.4% | 1,701,158 |
| BANK OF AMERICA CORP /DE | -49,243 | -6.9% | 668,269 |
| WELLS FARGO & COMPANY/MN | -31,746 | -12.7% | 219,093 |
| ENVESTNET ASSET MANAGEMENT INC | -21,646 | -36.6% | 37,461 |
| COMMONWEALTH EQUITY SERVICES, LLC | -17,376 | -58.1% | 12,531 |
| Cetera Investment Advisers | -14,779 | -29.9% | 34,635 |
| N.E.W. Advisory Services LLC | -10,212 | -10.2% | 89,770 |
| Transamerica Financial Advisors, LL | -8,476 | -11.1% | 67,847 |
| Johnson Financial Group, LLC | -6,286 | -11.9% | 46,657 |
| Geneos Wealth Management Inc. | -5,993 | -51.8% | 5,576 |
| HANCOCK WHITNEY CORP | -5,453 | -31.0% | 12,117 |
| AE Wealth Management LLC | -5,052 | -11.9% | 37,551 |
| Apella Capital, LLC | -4,230 | -3.1% | 133,347 |
| Cambridge Investment Research Advis | -3,814 | -37.4% | 6,384 |
| Ameritas Advisory Services, LLC | -3,767 | -93.3% | 269 |
| Mariner, LLC | -3,275 | -1.0% | 326,605 |
| Addison Advisors LLC | -2,410 | -61.1% | 1,535 |
| Pure Financial Advisors, LLC | -2,156 | -1.9% | 112,298 |
| Rockefeller Capital Management L.P. | -1,999 | -44.8% | 2,467 |