Vault-13

SPDR INDEX SHS FDS EWX

S&P EMKTSC ETF · ETP · CUSIP 78463X756

174 institutional holders +0 vs Q3 2024
8,166,0288.2m shares reported held*
$478.5mreported value*
11 new 64 added 47 reduced 21 sold out net sold ≈ $23.7m (-404.1k 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 ($8.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $58.59. Options: 0 managers hold calls (— notional), 1 hold puts ($228.6k).

Trends to Q4 2024

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 123Q4 22: 137Q1 23: 131Q2 23: 136Q3 23: 141Q4 23: 154Q1 24: 164Q2 24: 164Q3 24: 174Q4 24: 174174Q3 22Q1 23Q3 23Q1 24Q3 24Q4 24
Numbers
QuarterHolders
Q3 2022123
Q4 2022137
Q1 2023131
Q2 2023136
Q3 2023141
Q4 2023154
Q1 2024164
Q2 2024164
Q3 2024174
Q4 2024174

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q1 23: 51 bought or addedQ1 23: 57 cut or sold outQ2 23: 55 bought or addedQ2 23: 53 cut or sold outQ2 23Q3 23: 57 bought or addedQ3 23: 60 cut or sold outQ4 23: 83 bought or addedQ4 23: 57 cut or sold outQ4 23Q1 24: 87 bought or addedQ1 24: 62 cut or sold outQ2 24: 69 bought or addedQ2 24: 72 cut or sold outQ2 24Q3 24: 63 bought or addedQ3 24: 69 cut or sold outQ4 24: 75 bought or addedQ4 24: 68 cut or sold outQ4 24
Numbers
QuarterBought or addedCut or sold out
Q1 20235157
Q2 20235553
Q3 20235760
Q4 20238357
Q1 20248762
Q2 20246972
Q3 20246369
Q4 20247568

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$100k$200k$300kQ1 24 calls: $16.7kQ1 24 puts: $0Q1 24P/C 0.00Q2 24 calls: $0Q2 24 puts: $0Q2 24P/C —Q3 24 calls: $0Q3 24 puts: $224.6kQ3 24P/C —Q4 24 calls: $0Q4 24 puts: $228.6kQ4 24P/C —
Numbers
QuarterCallsPutsP/C
Q1 2024$16.7k$00.00
Q2 2024$0$0—
Q3 2024$0$224.6k—
Q4 2024$0$228.6k—

Biggest buyers

CITADEL ADVISORS LLC Added +109,568+109.6k
LPL Financial LLC Added +39,229+39.2k
WELLS FARGO & COMPANY/MN Added +27,031+27.0k
AMERIPRISE FINANCIAL INC Added +22,124+22.1k
Ocean Park Asset Management, LLC New +12,385+12.4k
ENVESTNET ASSET MANAGEMENT INC Added +12,024+12.0k
Cyr Financial Inc. Added +11,623+11.6k
JONES FINANCIAL COMPANIES LLLP Added +11,242+11.2k
BIP Wealth, LLC Added +11,146+11.1k
OLD MISSION CAPITAL LLC Added +10,402+10.4k

Biggest sellers

Creative Planning Reduced -254,288-254.3k
JANE STREET GROUP, LLC Sold out -108,884-108.9k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -90,662-90.7k
BANK OF AMERICA CORP /DE/ Reduced -65,243-65.2k
FLOW TRADERS U.S. LLC Sold out -62,953-63.0k
N.E.W. Advisory Services LLC Reduced -32,611-32.6k
JPMORGAN CHASE & CO Reduced -28,925-28.9k
Johnson Financial Group, LLC Reduced -20,396-20.4k
CABOT WEALTH MANAGEMENT INC Reduced -19,762-19.8k
Rockingstone Advisors LLC Reduced -8,940-8.9k

Biggest calls

None

Biggest puts

CITADEL ADVISORS LLC Added $228.6k3.9k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q4 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Creative Planning 0.14% of their portfolio OVERLAND PARK, KS 2,411,3992.4m $141.3m $141.3m 0.14% Reduced -254.3k -254,288
2 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 776,662776.7k $45.5m $45.5m 0.00% Reduced -65.2k -65,243
3 WADDELL & ASSOCIATES, LLC 3.59% of their portfolio MEMPHIS, TN 601,576601.6k $35.3m $35.3m 3.59% Added +9.6k +9,579
4 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 342,202342.2k $20.1m $20.1m 0.01% Added +39.2k +39,229
5 Mariner, LLC 0.03% of their portfolio Overland Park, KS 312,376312.4k $18.3m $18.3m 0.03% Reduced -5.3k -5,255
6 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 202,094202.1k $11.8m $11.8m 0.00% Added +27.0k +27,031
7 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 195,706195.7k $11.5m $11.5m 0.01% Added +109.6k +109,568
8 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.29% of their portfolio Seattle, WA 184,562184.6k $10.8m $10.8m 0.29% Added +2.8k +2,777
9 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 166,550166.6k $9.8m $9.8m 0.00% Reduced -6.1k -6,121
10 VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio San Antonio, TX 164,766164.8k $9.7m $9.7m 0.01% Unchanged
11 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 136,185136.2k $8.0m $8.0m 0.00% Added +22.1k +22,124
12 BIP Wealth, LLC 0.47% of their portfolio ATLANTA, GA 118,682118.7k $7.0m $7.0m 0.47% Added +11.1k +11,146
13 N.E.W. Advisory Services LLC 0.66% of their portfolio DE PERE, WI 118,209118.2k $6.9m $6.9m 0.66% Reduced -32.6k -32,611
14 Pure Financial Advisors, LLC 0.13% of their portfolio SAN DIEGO, CA 101,252101.3k $5.9m $5.9m 0.13% Added +4.3k +4,288
15 MGO ONE SEVEN LLC 0.21% of their portfolio Beachwood, OH 92,34792.3k $5.4m $5.4m 0.21% Added +1.3k +1,310
16 Apella Capital, LLC 0.21% of their portfolio WEST HARTFORD, CT 92,30192.3k $5.4m $5.4m 0.21% Added +4.0k +4,005
17 Transamerica Financial Advisors, LLC 0.49% of their portfolio CEDAR RAPIDS, IA 83,87483.9k $4.9m $4.9m 0.49% Reduced -1.4k -1,379
18 WESCAP Management Group, Inc. 1.10% of their portfolio Glendale, CA 77,64577.6k $4.6m $4.6m 1.10% Added +871 +871
19 Johnson Financial Group, LLC 0.53% of their portfolio Denver, CO 77,04077.0k $4.5m $4.5m 0.53% Reduced -20.4k -20,396
20 Merit Financial Group, LLC 0.08% of their portfolio ALPHARETTA, GA 75,20375.2k $4.4m $4.4m 0.08% Added +4.5k +4,465
21 RPg Family Wealth Advisory, LLC 1.53% of their portfolio BURLINGTON, MA 73,82073.8k $4.3m $4.3m 1.53% Reduced -1.1k -1,081
22 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 69,56069.6k $4.1m $4.1m 0.00% Added +12.0k +12,024
23 Cyr Financial Inc. 3.63% of their portfolio HENNEPIN, IL 67,95968.0k $4.0m $4.0m 3.63% Added +11.6k +11,623
24 Tortoise Investment Management, LLC 0.39% of their portfolio WHITE PLAINS, NY 63,21363.2k $3.7m $3.7m 0.39% Added +635 +635
25 Checchi Capital Advisers, LLC 0.24% of their portfolio BEVERLY HILLS, CA 54,82554.8k $3.2m $3.2m 0.24% Unchanged
26 OLD MISSION CAPITAL LLC 0.07% of their portfolio CHICAGO, IL 54,81554.8k $3.2m $3.2m 0.07% Added +10.4k +10,402
27 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 50,08650.1k $2.9m $2.9m 0.01% Added +1.6k +1,622
28 Stratos Wealth Partners, LTD. 0.04% of their portfolio BEACHWOOD, OH 47,61147.6k $2.8m $2.8m 0.04% Added +2.3k +2,283
29 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 46,24946.2k $2.7m $2.7m 0.00% Added +3.0k +3,046
30 Sepio Capital, LP 0.20% of their portfolio Salt Lake City, UT 42,79342.8k $2.5m $2.5m 0.20% Added +95 +95
31 Mason & Associates Inc 0.57% of their portfolio LOS ANGELES, CA 41,56941.6k $2.4m $2.4m 0.57% Added +2.4k +2,379
32 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 41,05841.1k $2.4m $2.4m 0.02% Added +350 +350
33 JFG Wealth Management, LLC 0.54% of their portfolio Denver, CO 40,07340.1k $2.3m $2.3m 0.54% Reduced -3.8k -3,834
34 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 39,08739.1k $2.3m $2.3m 0.01% Added +7.2k +7,176
35 MARTIN & CO INC /TN/ 0.56% of their portfolio Knoxville, TN 38,52238.5k $2.3m $2.3m 0.56% Reduced -1.4k -1,371
36 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 35,89435.9k $2.1m $2.1m 0.00% First filing
37 CarsonAllaria Wealth Management, Ltd. 1.20% of their portfolio GLEN CARBON, IL 35,67735.7k $2.1m $2.1m 1.20% Reduced -28 -28
38 OneDigital Investment Advisors LLC 0.02% of their portfolio OVERLAND PARK, KS 35,03235.0k $2.1m $2.1m 0.02% Reduced -644 -644
39 Financial Strategies Group, Inc. 0.47% of their portfolio OKEMOS, MI 34,86434.9k $2.0m $2.0m 0.47% Added +34 +34
40 VISTA INVESTMENT MANAGEMENT 0.77% of their portfolio PITTSBURGH, PA 34,77034.8k $2.0m $2.0m 0.77% Added +4.6k +4,568
41 Texas Yale Capital Corp. 0.08% of their portfolio ST. PETERSBURG, FL 34,38434.4k $2.0m $2.0m 0.08% Added +1.2k +1,225
42 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 30,23030.2k $1.8m $1.8m 0.00% Added +5.3k +5,269
43 Cascade Financial Partners, LLC 0.21% of their portfolio SAN DIEGO, CA 28,02128.0k $1.6m $1.6m 0.21% Added +976 +976
44 Veridan Wealth LLC 0.73% of their portfolio WEST LINN, OR 27,13627.1k $1.5m $1.5m 0.73% First filing
45 Kathleen S. Wright Associates Inc. 0.66% of their portfolio PITTSBURGH, PA 26,93826.9k $1.6m $1.6m 0.66% Reduced -820 -820
46 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 26,31626.3k $1.5m $1.5m 0.00% Reduced -1.0k -1,031
47 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 23,73023.7k $1.4m $1.4m 0.00% Added +757 +757
48 Quartz Partners, LLC 0.80% of their portfolio SARATOGA SPRINGS, NY 22,43622.4k $1.3m $1.3m 0.80% Reduced -24 -24
49 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 22,35922.4k $1.3m $1.3m 0.00% Reduced -28.9k -28,925
50 MARYLAND CAPITAL ADVISORS INC. 0.59% of their portfolio CHESTER, MD 21,84221.8k $1.3m $1.3m 0.59% Added +1.8k +1,832
51 UBS Group AG 0.00% of their portfolio ZURICH, V8 20,88020.9k $1.2m $1.2m 0.00% Reduced -6.3k -6,264
52 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 20,18020.2k $1.2m $1.2m 0.00% Added +1.3k +1,349
53 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 19,92119.9k $1.2m $1.2m 0.01% Reduced -1.2k -1,205
54 Advisory Services Network, LLC 0.02% of their portfolio ATLANTA, GA 18,67618.7k $1.1m $1.1m 0.02% Reduced -545 -545
55 CABOT WEALTH MANAGEMENT INC 0.13% of their portfolio BEVERLY, MA 17,23017.2k $1.0m $1.0m 0.13% Reduced -19.8k -19,762
56 Michels Family Financial, LLC 0.91% of their portfolio FORT WORTH, TX 16,93916.9k $992.8k $992.8k 0.91% First filing
57 SMITH, MOORE & CO. 0.09% of their portfolio CLAYTON, MO 15,98716.0k $937.0k $937.0k 0.09% Reduced -252 -252
58 Spire Wealth Management 0.03% of their portfolio MCLEAN, VA 13,85813.9k $812.2k $812.2k 0.03% Added +505 +505
59 Regal Investment Advisors LLC 0.06% of their portfolio KENTWOOD, MI 13,24913.2k $776.5k $776.5k 0.06% Added +1.3k +1,334
60 Essex Financial Services, Inc. 0.05% of their portfolio ESSEX, CT 13,23013.2k $775.4k $775.4k 0.05% Unchanged
61 Cassaday & Co Wealth Management LLC 0.02% of their portfolio MCLEAN, VA 13,02813.0k $763.5k $763.5k 0.02% Reduced -132 -132
62 Austin Wealth Management, LLC 0.15% of their portfolio Austin, TX 12,89412.9k $737.2k $737.2k 0.15% Reduced -142 -142
63 3EDGE Asset Management, LP 0.05% of their portfolio Naples, FL 12,72012.7k $745.5k $745.5k 0.05% Added +5.0k +5,011
64 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 12,58412.6k $737.5k $737.5k 0.00% Added +5.5k +5,459
65 Ocean Park Asset Management, LLC 0.02% of their portfolio SANTA MONICA, CA 12,38512.4k $725.9k $725.9k 0.02% New
66 Camelot Portfolios, LLC 0.78% of their portfolio Maumee, OH 12,34712.3k $723.7k $723.7k 0.78% Reduced -401 -401
67 Alesco Advisors, LLC, An ESL Co 0.02% of their portfolio Pittsford, NY 12,26112.3k $718.6k $718.6k 0.02% Reduced -1.0k -1,001
68 Summit Trail Advisors, LLC 0.03% of their portfolio NEW YORK, NY 12,09512.1k $708.9k $708.9k 0.03% Unchanged
69 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 11,62111.6k $681.1k $681.1k 0.00% Added +11.2k +11,242
70 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 11,34211.3k $652.7k $652.7k 0.00% Reduced -258 -258
71 Omega Financial Group, LLC 0.24% of their portfolio Santa Barbara, CA 11,02711.0k $646.3k $646.3k 0.24% Added +120 +120
72 TWIN FOCUS CAPITAL PARTNERS, LLC 0.10% of their portfolio Boston, MA 11,00011.0k $644.7k $644.7k 0.10% Unchanged
73 Rockingstone Advisors LLC 0.28% of their portfolio GREAT BARRINGTON, MA 10,67610.7k $625.7k $625.7k 0.28% Reduced -8.9k -8,940
74 Compound Planning, Inc. 0.03% of their portfolio NEW YORK, NY 10,48010.5k $614.2k $614.2k 0.03% Added +383 +383
75 Index Fund Advisors, Inc. 0.03% of their portfolio IRVINE, CA 9,9179.9k $581.2k $581.2k 0.03% Added +157 +157
76 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 9,7109.7k $569.1k $569.1k 0.00% Added +52 +52
77 Clark Capital Management Group, Inc. 0.00% of their portfolio PHILADELPHIA, PA 9,6969.7k $568.3k $568.3k 0.00% New
78 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 9,4219.4k $552.2k $552.2k 0.00% Reduced -156 -156
79 B. Riley Wealth Advisors, Inc. 0.02% of their portfolio MEMPHIS, TN 8,8208.8k $516.9k $516.9k 0.02% Added +53 +53
80 Addison Advisors LLC 0.13% of their portfolio MIDDLEBURY, VT 8,2708.3k $484.7k $484.7k 0.13% Added +775 +775
81 THOROUGHBRED FINANCIAL SERVICES, LLC 0.03% of their portfolio BRENTWOOD, TN 7,5827.6k $444.0k $444.0k 0.03% Added +570 +570
82 Independent Advisor Alliance 0.01% of their portfolio CHARLOTTE, NC 7,5717.6k $443.7k $443.7k 0.01% New
83 WHITE PINE CAPITAL LLC 0.15% of their portfolio BLOOMINGTON, MN 7,4007.4k $433.7k $433.7k 0.15% Added +560 +560
84 OPTIMA CAPITAL LLC 0.28% of their portfolio PORTLAND, OR 6,8856.9k $403.5k $403.5k 0.28% First filing
85 COMERICA BANK 0.00% of their portfolio DALLAS, TX 6,7156.7k $393.6k $393.6k 0.00% Added +333 +333
86 180 WEALTH ADVISORS, LLC 0.06% of their portfolio FEDERAL WAY, WA 6,6726.7k $391.0k $391.0k 0.06% Reduced -50 -50
87 Perigon Wealth Management, LLC 0.01% of their portfolio SAN FRANCISCO, CA 6,6096.6k $375.3k $375.3k 0.01% Added +3.1k +3,063
88 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 6,3576.4k $372.6k $372.6k 0.00% Reduced -1.1k -1,113
89 First Horizon Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 6,3096.3k $369.8k $369.8k 0.01% Unchanged
90 Sound Stewardship, LLC 0.21% of their portfolio Overland Park, KS 6,0636.1k $355.3k $355.3k 0.21% Reduced -13 -13
91 Life Planning Partners, Inc 0.33% of their portfolio JACKSONVILLE, FL 6,0006.0k $351.7k $351.7k 0.33% Unchanged
92 Shore Point Advisors, LLC 0.18% of their portfolio BRIELLE, NJ 5,8545.9k $343.1k $343.1k 0.18% Reduced -3.4k -3,353
93 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 5,8475.8k $342.7k $342.7k 0.00% New
94 Bluespring Wealth Management, LLC 0.03% of their portfolio AUSTIN, TX 5,7795.8k $338.7k $338.7k 0.03% Unchanged
95 WHITTIER TRUST CO 0.00% of their portfolio SOUTH PASADENA, CA 5,7665.8k $337.9k $337.9k 0.00% Unchanged
96 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 5,5565.6k $325.6k $325.6k 0.00% Added +1.3k +1,336
97 Wealthcare Advisory Partners LLC 0.01% of their portfolio WEST CHESTER, PA 5,4585.5k $319.9k $319.9k 0.01% Reduced -313 -313
98 Wealthfront Advisers LLC 0.00% of their portfolio Palo Alto, CA 5,4495.4k $319.4k $319.4k 0.00% Reduced -172 -172
99 WATERSHED PRIVATE WEALTH LLC 0.12% of their portfolio Oak Brook, IL 5,3485.3k $313.4k $313.4k 0.12% Unchanged
100 PRINCIPAL SECURITIES, INC. 0.01% of their portfolio DES MOINES, IA 5,3355.3k $312.7k $312.7k 0.01% Added +367 +367