SPDR S&P EMERGING MKTS SMALL (EWX) Institutional Ownership Changes & 13F Activity
SPDR S&P EMERGING MKTS SMALL (EWX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Creative Planning, Bank Of America Corp, Ameriprise Financial Inc, Rebel Financial Llc, and Risk Paradigm Group, Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Strategic Wealth Partners, Ltd. | Buy | +527 | — | 527 | $34.58K | Q4 2025 | May 12, 2026 |
| Rebel Financial Llc | Buy | +59,634 | — | 59,634 | $3.92M | Q4 2025 | Mar 27, 2026 |
| Gunpowder Capital Management, Llc Dba Oliver Wealth Management | Buy | +60 | — | 60 | $3.94K | Q4 2025 | Mar 05, 2026 |
| Rehmann Capital Advisory Group | Buy | +4,810 | — | 4,810 | $315.81K | Q4 2025 | Mar 04, 2026 |
| Td Capital Management Llc | Buy | +803 | — | 803 | $52.74K | Q4 2025 | Feb 26, 2026 |
| Beaird Harris Wealth Management, Llc | Buy | +801 | — | 801 | $52.59K | Q4 2025 | Feb 23, 2026 |
| Cambient Family Office, Llc | Buy | +3,265 | — | 3,265 | $214.37K | Q4 2025 | Feb 20, 2026 |
| Michels Family Financial, Llc | Buy | +19,137 | — | 19,137 | $1.26M | Q4 2025 | Feb 19, 2026 |
| Jacobs Equity Llc | Buy | +13,407 | — | 13,407 | $880.25K | Q4 2025 | Feb 19, 2026 |
| Compound Planning, Inc. | Buy | +9,461 | — | 9,461 | $621.19K | Q4 2025 | Feb 19, 2026 |
| Corient Private Wealth Llc | Buy | +5,001 | — | 5,001 | $328.37K | Q4 2025 | Feb 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +48,561 | — | 48,561 | $3.19M | Q4 2025 | Feb 18, 2026 |
| Raymond James Financial Inc | Buy | +17,716 | — | 17,716 | $1.16M | Q4 2025 | Feb 18, 2026 |
| Mercer Global Advisors Inc | Buy | +11,470 | — | 11,470 | $753.06K | Q4 2025 | Feb 18, 2026 |
| Vestgen Investment Management | Buy | +6,640 | — | 6,640 | $435.96K | Q4 2025 | Feb 18, 2026 |
| Newedge Advisors, Llc | Buy | +1,521 | — | 1,521 | $99.86K | Q4 2025 | Feb 18, 2026 |
| Creative Planning | Buy | +1,849,417 | — | 1,849,417 | $121.43M | Q4 2025 | Feb 17, 2026 |
| Bank Of America Corp | Buy | +725,611 | — | 725,611 | $47.64M | Q4 2025 | Feb 17, 2026 |
| Ameriprise Financial Inc | Buy | +106,425 | — | 106,425 | $6.99M | Q4 2025 | Feb 17, 2026 |
| Risk Paradigm Group, Llc | Buy | +54,192 | — | 54,192 | $3.56M | Q4 2025 | Feb 17, 2026 |
| Vista Investment Management | Buy | +45,944 | — | 45,944 | $3.02M | Q4 2025 | Feb 17, 2026 |
| Equitable Holdings, Inc. | Buy | +43,986 | — | 43,986 | $2.89M | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | Buy | +43,338 | — | 43,338 | $2.85M | Q4 2025 | Feb 17, 2026 |
| Mustico Financial Group, Inc. | Buy | +33,435 | — | 33,435 | $2.24M | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management Lp | Buy | +28,293 | — | 28,293 | $1.86M | Q4 2025 | Feb 17, 2026 |
| Regal Investment Advisors Llc | Buy | +25,741 | — | 25,741 | $1.69M | Q4 2025 | Feb 17, 2026 |
| Legacy Wealth Partners, Llc | Buy | +21,566 | — | 21,566 | $1.42M | Q4 2025 | Feb 17, 2026 |
| Royal Bank Of Canada | Buy | +19,933 | — | 19,933 | $1.31M | Q4 2025 | Feb 17, 2026 |
| Osaic Holdings, Inc. | Buy | +16,579 | — | 16,579 | $1.09M | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, Llc | Buy | +16,333 | — | 16,333 | $1.07M | Q4 2025 | Feb 17, 2026 |
Frequently asked questions about EWX activity
Which institutional owners are buying EWX?
Institutional owners buying EWX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in EWX activity?
"Buy" means an investor increased their reported position in EWX compared to the prior reporting period. This reflects growing exposure to SPDR S&P EMERGING MKTS SMALL (EWX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in EWX increasing?
Institutional interest in EWX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.