Vault-13

SPDR INDEX SHS FDS EWX

S&P EMKTSC ETF · ETP · CUSIP 78463X756

136 institutional holders +5 vs Q1 2023
11,145,06711.1m shares reported held*
$585.2mreported value*
9 new 46 added 47 reduced 6 sold out net bought ≈ $117.8m (+2.2m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $52.51.

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 123Q4 22: 137Q1 23: 131Q2 23: 136136Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 2022123
Q4 2022137
Q1 2023131
Q2 2023136

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q4 22: 65 bought or addedQ4 22: 49 cut or sold outQ4 22Q1 23: 51 bought or addedQ1 23: 57 cut or sold outQ1 23Q2 23: 55 bought or addedQ2 23: 53 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 20226549
Q1 20235157
Q2 20235553

Biggest buyers

New York Life Investment Management LLC Added +1,700,109+1.7m
JANE STREET GROUP, LLC Added +478,997+479.0k
Creative Planning Added +163,125+163.1k
AFFINITY WEALTH MANAGEMENT LLC Added +75,250+75.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +20,236+20.2k
RPg Family Wealth Advisory, LLC Added +19,564+19.6k
Sepio Capital, LP Added +17,027+17.0k
HANCOCK WHITNEY CORP Added +16,663+16.7k
BANK OF AMERICA CORP /DE/ Added +15,393+15.4k
Mariner, LLC Added +13,177+13.2k

Biggest sellers

Parcion Private Wealth LLC Reduced -186,076-186.1k
Resonant Capital Advisors, LLC Sold out -59,545-59.5k
LPL Financial LLC Reduced -36,526-36.5k
WELLS FARGO & COMPANY/MN Reduced -10,842-10.8k
OneDigital Investment Advisors LLC Reduced -9,420-9.4k
MGO ONE SEVEN LLC Reduced -7,901-7.9k
ENVESTNET ASSET MANAGEMENT INC Reduced -5,950-6.0k
OSAIC HOLDINGS, INC. Reduced -5,704-5.7k
Sigma Planning Corp Sold out -5,196-5.2k
TWIN FOCUS CAPITAL PARTNERS, LLC Reduced -4,957-5.0k

Holders, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Creative Planning 0.28% of their portfolio OVERLAND PARK, KS 3,986,2274.0m $209.3m $209.3m 0.28% Added +163.1k +163,125
2 New York Life Investment Management LLC 1.08% of their portfolio New York, NY 1,982,5112.0m $104.1m $104.1m 1.08% Added +1.7m +1,700,109
3 WADDELL & ASSOCIATES, LLC 4.25% of their portfolio MEMPHIS, TN 551,831551.8k $29.0m $29.0m 4.25% Added +8.7k +8,660
4 JANE STREET GROUP, LLC 0.04% of their portfolio NEW YORK, NY 541,537541.5k $28.4m $28.4m 0.04% Added +479.0k +478,997
5 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 537,223537.2k $28.2m $28.2m 0.00% Added +15.4k +15,393
6 AFFINITY WEALTH MANAGEMENT LLC 3.75% of their portfolio WILMINGTON, DE 311,452311.5k $16.4m $16.4m 3.75% Added +75.2k +75,250
7 Mariner, LLC 0.04% of their portfolio Overland Park, KS 261,164261.2k $13.7m $13.7m 0.04% Added +13.2k +13,177
8 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 193,625193.6k $10.2m $10.2m 0.00% Added +3.9k +3,924
9 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.40% of their portfolio Seattle, WA 189,999190.0k $10.0m $10.0m 0.40% Reduced -4.3k -4,286
10 N.E.W. Advisory Services LLC 1.23% of their portfolio DE PERE, WI 167,937167.9k $8.8m $8.8m 1.23% Added +15 +15
11 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 165,506165.5k $8.7m $8.7m 0.01% Reduced -36.5k -36,526
12 VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio San Antonio, TX 164,766164.8k $8.7m $8.7m 0.01% Unchanged
13 Great Point Wealth Advisors, LLC 2.25% of their portfolio BOSTON, MA 142,759142.8k $7.5m $7.5m 2.25% Reduced -670 -670
14 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 129,881129.9k $6.8m $6.8m 0.00% Reduced -10.8k -10,842
15 Pure Financial Advisors, LLC 0.20% of their portfolio SAN DIEGO, CA 91,75091.8k $4.8m $4.8m 0.20% Added +113 +113
16 Transamerica Financial Advisors, LLC 0.58% of their portfolio CEDAR RAPIDS, IA 84,59184.6k $4.4m $4.4m 0.58% Added +3.7k +3,719
17 BIP Wealth, LLC 0.35% of their portfolio ATLANTA, GA 81,01781.0k $4.3m $4.3m 0.35% Reduced -4.9k -4,914
18 WESCAP Management Group, Inc. 1.47% of their portfolio Glendale, CA 80,16380.2k $4.2m $4.2m 1.47% Reduced -2.2k -2,183
19 Crestone Asset Management LLC 0.74% of their portfolio BOULDER, CO 64,00064.0k $3.4m $3.4m 0.74% Unchanged
20 Tortoise Investment Management, LLC 0.49% of their portfolio WHITE PLAINS, NY 63,20863.2k $3.3m $3.3m 0.49% Reduced -855 -855
21 Checchi Capital Advisers, LLC 0.25% of their portfolio BEVERLY HILLS, CA 53,99954.0k $2.8m $2.8m 0.25% Added +77 +77
22 RPg Family Wealth Advisory, LLC 1.05% of their portfolio BURLINGTON, MA 49,93549.9k $2.6m $2.6m 1.05% Added +19.6k +19,564
23 MGO ONE SEVEN LLC 0.22% of their portfolio Beachwood, OH 46,21146.2k $2.4m $2.4m 0.22% Reduced -7.9k -7,901
24 OneDigital Investment Advisors LLC 0.05% of their portfolio OVERLAND PARK, KS 45,42945.4k $2.4m $2.4m 0.05% Reduced -9.4k -9,420
25 Financial Advocates Investment Management 0.17% of their portfolio OLYMPIA, WA 44,18844.2k $2.3m $2.3m 0.17% Added +2.7k +2,749
26 MARTIN & CO INC /TN/ 0.58% of their portfolio Knoxville, TN 43,97144.0k $2.3m $2.3m 0.58% Reduced -2.1k -2,082
27 Equitable Holdings, Inc. 0.03% of their portfolio NEW YORK, NY 42,88442.9k $2.3m $2.3m 0.03% Added +298 +298
28 Sepio Capital, LP 0.18% of their portfolio Salt Lake City, UT 42,64742.6k $2.2m $2.2m 0.18% Added +17.0k +17,027
29 CABOT WEALTH MANAGEMENT INC 0.31% of their portfolio BEVERLY, MA 39,71639.7k $2.1m $2.1m 0.31% Reduced -446 -446
30 CarsonAllaria Wealth Management, Ltd. 1.58% of their portfolio GLEN CARBON, IL 38,13238.1k $2.0m $2.0m 1.58% Added +566 +566
31 Financial Strategies Group, Inc. 0.58% of their portfolio OKEMOS, MI 34,81534.8k $1.8m $1.8m 0.58% Added +1.0k +1,048
32 Apella Capital, LLC 0.13% of their portfolio WEST HARTFORD, CT 34,57934.6k $1.8m $1.8m 0.13% First filing
33 CIBC WORLD MARKET INC. 0.01% of their portfolio TORONTO, A6 28,84228.8k $1.5m $1.5m 0.01% Added +2.3k +2,328
34 HANCOCK WHITNEY CORP 0.06% of their portfolio GULFPORT, MS 28,74928.7k $1.5m $1.5m 0.06% Added +16.7k +16,663
35 Texas Yale Capital Corp. 0.07% of their portfolio ST. PETERSBURG, FL 27,70927.7k $1.5m $1.5m 0.07% Unchanged
36 Rockingstone Advisors LLC 0.79% of their portfolio GREAT BARRINGTON, MA 26,82026.8k $1.4m $1.4m 0.79% Reduced -690 -690
37 Parcion Private Wealth LLC 0.14% of their portfolio BELLEVUE, WA 26,77826.8k $1.4m $1.4m 0.14% Reduced -186.1k -186,076
38 Kathleen S. Wright Associates Inc. 0.82% of their portfolio PITTSBURGH, PA 24,42524.4k $1.3m $1.3m 0.82% Added +409 +409
39 Marion Wealth Management 0.44% of their portfolio MONROEVILLE, PA 23,76023.8k $1.2m $1.2m 0.44% Added +450 +450
40 Walkner Condon Financial Advisors LLC 0.30% of their portfolio MADISON, WI 21,75021.8k $1.1m $1.1m 0.30% Reduced -355 -355
41 TWIN FOCUS CAPITAL PARTNERS, LLC 0.23% of their portfolio Boston, MA 21,60221.6k $1.1m $1.1m 0.23% Reduced -5.0k -4,957
42 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 21,06021.1k $1.1m $1.1m 0.00% Reduced -5.7k -5,704
43 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 20,26520.3k $1.1m $1.1m 0.00% Added +3.5k +3,481
44 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 20,23620.2k $1.1m $1.1m 0.00% New
45 Alesco Advisors, LLC, An ESL Co 0.04% of their portfolio Pittsford, NY 19,10019.1k $1.0m $1.0m 0.04% Reduced -388 -388
46 MARYLAND CAPITAL ADVISORS INC. 0.79% of their portfolio CHESTER, MD 18,74618.7k $984.3k $984.3k 0.79% Added +351 +351
47 Camelot Portfolios, LLC 0.58% of their portfolio Maumee, OH 17,54917.5k $921.5k $921.5k 0.58% Reduced -1.5k -1,465
48 Wealthcare Advisory Partners LLC 0.04% of their portfolio WEST CHESTER, PA 17,48317.5k $918.1k $918.1k 0.04% Added +805 +805
49 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 17,09517.1k $897.7k $897.7k 0.00% Reduced -6.0k -5,950
50 B. Riley Wealth Advisors, Inc. 0.02% of their portfolio MEMPHIS, TN 16,74516.7k $879.3k $879.3k 0.02% Added +198 +198
51 SMITH, MOORE & CO. 0.11% of their portfolio CLAYTON, MO 16,65216.7k $874.4k $874.4k 0.11% Reduced -189 -189
52 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 16,54316.5k $868.7k $868.7k 0.00% Added +2.9k +2,905
53 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 16,14716.1k $847.9k $847.9k 0.01% Added +2.9k +2,926
54 Advisory Services Network, LLC 0.02% of their portfolio ATLANTA, GA 16,10316.1k $845.6k $845.6k 0.02% Reduced -1.6k -1,600
55 Omega Financial Group, LLC 0.38% of their portfolio Santa Barbara, CA 15,94115.9k $837.1k $837.1k 0.38% Reduced -83 -83
56 FLOW TRADERS U.S. LLC 0.04% of their portfolio NEW YORK, NY 15,65515.7k $822.0k $822.0k 0.04% Added +1.0k +1,010
57 Cassaday & Co Wealth Management LLC 0.03% of their portfolio MCLEAN, VA 15,10415.1k $793.1k $793.1k 0.03% Reduced -4.0k -4,043
58 VISTA INVESTMENT MANAGEMENT 0.37% of their portfolio PITTSBURGH, PA 13,88013.9k $728.8k $728.8k 0.37% Added +9.0k +9,006
59 SFG Wealth Management, LLC. 0.56% of their portfolio TOWSON, MD 12,62012.6k $662.7k $662.7k 0.56% New
60 UBS Group AG 0.00% of their portfolio ZURICH, V8 11,89011.9k $624.3k $624.3k 0.00% Reduced -130 -130
61 Sowell Financial Services LLC 0.03% of their portfolio NORTH LITTLE ROCK, AR 11,70011.7k $614.0k $614.0k 0.03% Added +6.3k +6,333
62 Regal Investment Advisors LLC 0.05% of their portfolio KENTWOOD, MI 11,47611.5k $602.6k $602.6k 0.05% Reduced -996 -996
63 OLD MISSION CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 11,06011.1k $580.8k $580.8k 0.02% Added +1.3k +1,282
64 Sound Stewardship, LLC 0.36% of their portfolio Overland Park, KS 10,54910.5k $553.9k $553.9k 0.36% Reduced -545 -545
65 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 10,21110.2k $536.2k $536.2k 0.00% New
66 Spire Wealth Management 0.02% of their portfolio MCLEAN, VA 10,16210.2k $533.6k $533.6k 0.02% Reduced -259 -259
67 Index Fund Advisors, Inc. 0.03% of their portfolio IRVINE, CA 9,7829.8k $513.6k $513.6k 0.03% Added +149 +149
68 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 9,3829.4k $493.0k $493.0k 0.00% Added +1.2k +1,238
69 Bluespring Wealth Management, LLC 0.06% of their portfolio AUSTIN, TX 9,1309.1k $479.4k $479.4k 0.06% Reduced -98 -98
70 Valmark Advisers, Inc. 0.01% of their portfolio AKRON, OH 8,8328.8k $463.8k $463.8k 0.01% New
71 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 8,6058.6k $452.0k $452.0k 0.00% Added +510 +510
72 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 8,4968.5k $446.1k $446.1k 0.00% Reduced -110 -110
73 Addison Advisors LLC 0.22% of their portfolio MIDDLEBURY, VT 8,3838.4k $440.2k $440.2k 0.22% Reduced -435 -435
74 180 WEALTH ADVISORS, LLC 0.09% of their portfolio FEDERAL WAY, WA 7,7717.8k $411.8k $411.8k 0.09% Reduced -2.8k -2,807
75 MassMutual Private Wealth & Trust, FSB 0.01% of their portfolio Windsor, CT 7,4097.4k $389.0k $389.0k 0.01% Reduced -125 -125
76 MainStreet Investment Advisors LLC 0.04% of their portfolio CHICAGO, IL 7,4097.4k $389.0k $389.0k 0.04% Reduced -125 -125
77 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 7,3837.4k $387.7k $387.7k 0.00% Reduced -2.1k -2,136
78 Shore Point Advisors, LLC 0.28% of their portfolio BRIELLE, NJ 7,3527.4k $386.0k $386.0k 0.28% Reduced -260 -260
79 First Horizon Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 7,1257.1k $374.1k $374.1k 0.01% Unchanged
80 BUCKINGHAM STRATEGIC WEALTH, LLC 0.01% of their portfolio CLAYTON, MO 7,0407.0k $369.7k $369.7k 0.01% Added +109 +109
81 WHITE PINE CAPITAL LLC 0.14% of their portfolio BLOOMINGTON, MN 6,9206.9k $363.4k $363.4k 0.14% Unchanged
82 Essex Financial Services, Inc. 0.04% of their portfolio ESSEX, CT 6,6506.7k $349.2k $349.2k 0.04% Unchanged
83 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 6,5576.6k $344.3k $344.3k 0.00% Added +36 +36
84 WHITTIER TRUST CO 0.01% of their portfolio SOUTH PASADENA, CA 6,3586.4k $333.8k $333.8k 0.01% Unchanged
85 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 6,2856.3k $330.0k $330.0k 0.00% Reduced -2.1k -2,051
86 Compound Planning, Inc. 0.14% of their portfolio NEW YORK, NY 5,8375.8k $306.5k $306.5k 0.14% Added +923 +923
87 THOROUGHBRED FINANCIAL SERVICES, LLC 0.04% of their portfolio BRENTWOOD, TN 5,6475.6k $296.0k $296.0k 0.04% Reduced -217 -217
88 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 5,5195.5k $290.0k $290.0k 0.00% Reduced -1.7k -1,674
89 WATERSHED PRIVATE WEALTH LLC 0.17% of their portfolio Oak Brook, IL 5,4205.4k $284.6k $284.6k 0.17% Unchanged
90 Rehmann Capital Advisory Group 0.03% of their portfolio LANSING, MI 5,3275.3k $279.7k $279.7k 0.03% Reduced -180 -180
91 Integrated Advisors Network LLC 0.02% of their portfolio DALLAS, TX 5,1395.1k $269.8k $269.8k 0.02% Reduced -1.5k -1,500
92 WEALTHCARE CAPITAL MANAGEMENT LLC 0.03% of their portfolio RICHMOND, VA 5,0945.1k $267.5k $267.5k 0.03% Added +685 +685
93 FINANCIAL COUNSELORS INC 0.00% of their portfolio Overland Park, KS 4,3254.3k $227.0k $227.0k 0.00% Unchanged
94 Falcon Wealth Planning 0.05% of their portfolio Ontario, CA 4,2394.2k $222.6k $222.6k 0.05% Reduced -154 -154
95 Johnson Financial Group, LLC 0.03% of their portfolio Denver, CO 4,1104.1k $215.8k $215.8k 0.03% New
96 Investment Advisory Group, LLC 0.11% of their portfolio HANOVER, MA 3,9213.9k $205.9k $205.9k 0.11% New
97 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 2,3232.3k $122.0k $122.0k 0.00% Unchanged
98 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 2,2872.3k $123.5k $123.5k 0.00% Added +1.2k +1,246
99 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 1,3631.4k $71.6k $71.6k 0.00% Reduced -71 -71
100 Baker Avenue Asset Management, LP 0.00% of their portfolio SAN FRANCISCO, CA 1,3621.4k $71.5k $71.5k 0.00% Unchanged