SPDR S&P EMERGING MKTS SMALL (EWX) Institutional Shareholders
SPDR S&P EMERGING MKTS SMALL (EWX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $463.47M in EWX holdings during the latest filing period.
Creative Planning is currently the largest disclosed institutional shareholder of EWX tracked by InsiderSet, reporting ownership valued at approximately $116.38M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $124.01M, representing an estimated gain of +6.55% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 61% of the total disclosed EWX value among the investors covered in this analysis. Major shareholders include Creative Planning, Bank Of America Corp, Morgan Stanley, and several other long-term asset managers with concentrated positions in SPDR S&P EMERGING MKTS SMALL (EWX).
This page ranks the largest institutional EWX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
184
Total Reported Value
$463.47M
Largest Holder
Creative Planning
Largest Position
$116.38M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
131
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Creative Planning | 0.08% | 1,760,186 | $116,383,512 | $124,008,976 | +$7,625,464 | +6.55% | |
| Bank Of America Corp | 0.00% | 717,512 | $47,441,866 | $50,550,299 | +$3,108,433 | +6.55% | |
| Morgan Stanley | 0.00% | 342,943 | $22,675,458 | $24,161,089 | +$1,485,631 | +6.55% | |
| Mariner, Llc | 0.03% | 329,880 | $21,811,658 | $23,240,772 | +$1,429,114 | +6.55% | |
| Wells Fargo & Company/Mn | 0.00% | 250,839 | $16,585,465 | $17,672,159 | +$1,086,694 | +6.55% | |
| Lpl Financial Llc | 0.00% | 209,949 | $13,881,793 | $14,791,369 | +$909,576 | +6.55% | |
| Empirical Financial Services, Llc D.B.A. Empirical Wealth Management | 0.20% | 182,808 | $13,583,580 | $12,879,226 | -$704,354 | -5.19% | |
| Victory Capital Management Inc | 0.01% | 164,766 | $10,894,328 | $11,608,127 | +$713,799 | +6.55% | |
| Apella Capital, Llc | 0.14% | 133,347 | $9,655,355 | $9,394,590 | -$260,765 | -2.70% | |
| Ameriprise Financial Inc | 0.00% | 117,870 | $7,797,935 | $8,304,201 | +$506,266 | +6.49% | |
| Pure Financial Advisors, Llc | 0.11% | 114,454 | $7,567,722 | $8,063,536 | +$495,814 | +6.55% | |
| Bip Wealth, Llc | 0.20% | 95,321 | $7,082,850 | $6,715,574 | -$367,276 | -5.19% | |
| N.E.W. Advisory Services Llc | 0.49% | 99,982 | $6,610,798 | $7,043,952 | +$433,154 | +6.55% | |
| Welch Financial Planning, Llc | 3.80% | 87,734 | $6,519,092 | $6,181,053 | -$338,039 | -5.19% | |
| Transamerica Financial Advisors, Llc | 0.43% | 76,323 | $5,046,504 | $5,377,123 | +$330,619 | +6.55% | |
| Old Mission Capital Llc | 0.12% | 76,153 | $5,035,236 | $5,365,146 | +$329,910 | +6.55% | |
| Wescap Management Group, Inc. | 0.91% | 69,848 | $4,618,376 | $4,920,945 | +$302,569 | +6.55% | |
| Checchi Capital Advisers, Llc | 0.28% | 60,127 | $4,467,749 | $4,236,079 | -$231,670 | -5.19% | |
| Rpg Family Wealth Advisory, Llc | 0.85% | 55,352 | $4,112,941 | $3,899,670 | -$213,271 | -5.19% | |
| Rebel Financial Llc | 1.73% | 60,209 | $3,981,001 | $4,241,857 | +$260,856 | +6.55% | |
| Waddell & Associates, Llc | 0.19% | 51,981 | $3,862,430 | $3,662,176 | -$200,254 | -5.18% | |
| Risk Paradigm Group, Llc | 3.20% | 56,686 | $3,748,078 | $3,993,653 | +$245,575 | +6.55% | |
| Beacon Pointe Advisors, Llc | 0.02% | 54,494 | $3,603,119 | $3,839,222 | +$236,103 | +6.55% | |
| Brady Martz Wealth Solutions, Llc | 0.54% | 48,460 | $3,600,830 | $3,414,114 | -$186,716 | -5.19% | |
| Johnson Financial Group, Llc | 0.23% | 52,943 | $3,500,591 | $3,729,951 | +$229,360 | +6.55% | |
| Blackrock, Inc. | 0.00% | 52,263 | $3,455,630 | $3,682,043 | +$226,413 | +6.55% | |
| Tortoise Investment Management, Llc | 0.28% | 51,463 | $3,402,734 | $3,625,682 | +$222,948 | +6.55% | |
| Cetera Investment Advisers | 0.00% | 49,414 | $3,267,221 | $3,481,325 | +$214,104 | +6.55% | |
| Sepio Capital, Lp | 0.16% | 43,898 | $3,261,824 | $3,092,711 | -$169,113 | -5.18% | |
| Vista Investment Management | 1.06% | 47,923 | $3,168,679 | $3,376,281 | +$207,602 | +6.55% | |
| Focus Partners Advisor Solutions, Llc | 0.03% | 46,831 | $3,096,466 | $3,299,347 | +$202,881 | +6.55% | |
| Cabot Wealth Management Inc | 0.31% | 41,320 | $3,070,291 | $2,911,085 | -$159,206 | -5.19% | |
| Financial Strategies Group, Inc. | 0.50% | 41,957 | $3,010,405 | $2,955,963 | -$54,442 | -1.81% | |
| Cascade Financial Partners, Llc | 0.26% | 40,368 | $2,999,520 | $2,844,014 | -$155,506 | -5.18% | |
| Equitable Holdings, Inc. | 0.02% | 44,382 | $2,913,954 | $3,126,810 | +$212,856 | +7.30% | |
| Texas Yale Capital Corp. | 0.08% | 43,691 | $2,888,816 | $3,078,127 | +$189,311 | +6.55% | |
| Envestnet Asset Management Inc | 0.00% | 37,461 | $2,783,516 | $2,639,210 | -$144,306 | -5.18% | |
| Baird Financial Group, Inc. | 0.00% | 42,063 | $2,781,206 | $2,963,431 | +$182,225 | +6.55% | |
| Martin & Co Inc | 0.47% | 41,575 | $2,748,939 | $2,929,050 | +$180,111 | +6.55% | |
| Merit Financial Group, Llc | 0.02% | 33,719 | $2,505,497 | $2,375,578 | -$129,919 | -5.19% | |
| Mustico Financial Group, Inc. | 1.68% | 33,415 | $2,397,833 | $2,354,160 | -$43,673 | -1.82% | |
| Carsonallaria Wealth Management, Ltd. | 1.00% | 31,155 | $2,315,000 | $2,194,938 | -$120,062 | -5.19% | |
| Susquehanna International Group, Llp | 0.00% | 33,137 | $2,191,018 | $2,334,575 | +$143,557 | +6.55% | |
| Ntv Asset Management Llc | 0.24% | 32,825 | $2,170,389 | $2,312,593 | +$142,204 | +6.55% | |
| Onedigital Investment Advisors Llc | 0.02% | 28,879 | $1,909,463 | $2,034,589 | +$125,126 | +6.55% | |
| Quantinno Capital Management Lp | 0.00% | 28,323 | $1,872,717 | $1,995,418 | +$122,701 | +6.55% | |
| Mml Investors Services, Llc | 0.01% | 27,891 | $1,844,173 | $1,964,982 | +$120,809 | +6.55% | |
| Sns Financial Group, Llc | 0.16% | 27,514 | $1,819,227 | $1,938,422 | +$119,195 | +6.55% | |
| Ubs Group Ag | 0.00% | 26,206 | $1,732,740 | $1,846,270 | +$113,530 | +6.55% | |
| Regal Investment Advisors Llc | 0.10% | 26,203 | $1,732,530 | $1,846,059 | +$113,529 | +6.55% |
Frequently asked questions about EWX
Who owns the most EWX stock?
The largest holders of EWX are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SPDR S&P EMERGING MKTS SMALL (EWX).
Is EWX widely held by superinvestors?
Many widely followed stocks like EWX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly EWX is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.