Vault-13

SPDR INDEX SHS FDS EWX

S&P EMKTSC ETF · ETP · CUSIP 78463X756

162 institutional holders -12 vs Q4 2024
7,728,3767.7m shares reported held*
$437.2mreported value*
9 new 51 added 47 reduced 20 sold out net sold ≈ $24.8m (-437.4k 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 ($1.8k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $56.57. Options: 0 managers hold calls (— notional), 1 hold puts ($22.7k).

Trends to Q1 2025

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: 174Q1 25: 162162Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022123
Q4 2022137
Q1 2023131
Q2 2023136
Q3 2023141
Q4 2023154
Q1 2024164
Q2 2024164
Q3 2024174
Q4 2024174
Q1 2025162

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 23: 55 bought or addedQ2 23: 53 cut or sold outQ3 23: 57 bought or addedQ3 23: 60 cut or sold outQ3 23Q4 23: 83 bought or addedQ4 23: 57 cut or sold outQ1 24: 87 bought or addedQ1 24: 62 cut or sold outQ1 24Q2 24: 69 bought or addedQ2 24: 72 cut or sold outQ3 24: 63 bought or addedQ3 24: 69 cut or sold outQ3 24Q4 24: 75 bought or addedQ4 24: 68 cut or sold outQ1 25: 60 bought or addedQ1 25: 67 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20235553
Q3 20235760
Q4 20238357
Q1 20248762
Q2 20246972
Q3 20246369
Q4 20247568
Q1 20256067

Calls vs puts

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

CallsPuts
$0$100k$200k$300kQ2 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 —Q1 25 calls: $0Q1 25 puts: $22.7kQ1 25P/C —
Numbers
QuarterCallsPutsP/C
Q2 2024$0$0—
Q3 2024$0$224.6k—
Q4 2024$0$228.6k—
Q1 2025$0$22.7k—

Biggest buyers

MORGAN STANLEY Added +71,754+71.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +65,238+65.2k
Bogart Wealth, LLC New +54,890+54.9k
Steward Partners Investment Advisory, LLC New +38,388+38.4k
Beacon Pointe Advisors, LLC New +29,958+30.0k
OLD MISSION CAPITAL LLC Added +19,968+20.0k
Pure Financial Advisors, LLC Added +18,709+18.7k
Geneos Wealth Management Inc. Added +14,026+14.0k
WADDELL & ASSOCIATES, LLC Added +13,461+13.5k
N.E.W. Advisory Services LLC Added +12,375+12.4k

Biggest sellers

Creative Planning Reduced -192,125-192.1k
CITADEL ADVISORS LLC Reduced -164,629-164.6k
LPL Financial LLC Reduced -124,873-124.9k
MGO ONE SEVEN LLC Sold out -92,347-92.3k
ENVESTNET ASSET MANAGEMENT INC Reduced -29,676-29.7k
Veridan Wealth LLC Sold out -27,136-27.1k
Merit Financial Group, LLC Reduced -22,558-22.6k
Quartz Partners, LLC Sold out -22,436-22.4k
BANK OF AMERICA CORP /DE/ Reduced -20,274-20.3k
RPg Family Wealth Advisory, LLC Reduced -17,371-17.4k

Biggest calls

None

Biggest puts

CITADEL ADVISORS LLC Reduced $22.7k400 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, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Creative Planning 0.12% of their portfolio OVERLAND PARK, KS 2,219,2742.2m $125.7m $125.7m 0.12% Reduced -192.1k -192,125
2 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 756,388756.4k $42.8m $42.8m 0.00% Reduced -20.3k -20,274
3 WADDELL & ASSOCIATES, LLC 4.23% of their portfolio MEMPHIS, TN 615,037615.0k $34.8m $34.8m 4.23% Added +13.5k +13,461
4 Mariner, LLC 0.03% of their portfolio Overland Park, KS 315,092315.1k $17.8m $17.8m 0.03% Added +2.7k +2,716
5 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 238,304238.3k $13.5m $13.5m 0.00% Added +71.8k +71,754
6 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 217,329217.3k $12.3m $12.3m 0.00% Reduced -124.9k -124,873
7 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 201,481201.5k $11.4m $11.4m 0.00% Reduced -613 -613
8 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.27% of their portfolio Seattle, WA 185,024185.0k $10.5m $10.5m 0.27% Added +462 +462
9 VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio San Antonio, TX 164,766164.8k $9.3m $9.3m 0.01% Unchanged
10 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 140,435140.4k $8.0m $8.0m 0.00% Added +4.2k +4,250
11 N.E.W. Advisory Services LLC 0.57% of their portfolio DE PERE, WI 130,584130.6k $7.4m $7.4m 0.57% Added +12.4k +12,375
12 Pure Financial Advisors, LLC 0.14% of their portfolio SAN DIEGO, CA 119,961120.0k $6.8m $6.8m 0.14% Added +18.7k +18,709
13 BIP Wealth, LLC 0.40% of their portfolio ATLANTA, GA 109,321109.3k $6.2m $6.2m 0.40% Reduced -9.4k -9,361
14 Apella Capital, LLC 0.18% of their portfolio WEST HARTFORD, CT 99,62699.6k $5.2m $5.2m 0.18% Added +7.3k +7,325
15 Transamerica Financial Advisors, LLC 0.52% of their portfolio CEDAR RAPIDS, IA 89,58989.6k $5.1m $5.1m 0.52% Added +5.7k +5,715
16 OLD MISSION CAPITAL LLC 0.08% of their portfolio CHICAGO, IL 74,78374.8k $4.2m $4.2m 0.08% Added +20.0k +19,968
17 WESCAP Management Group, Inc. 0.99% of their portfolio Glendale, CA 71,39671.4k $4.0m $4.0m 0.99% Reduced -6.2k -6,249
18 Cyr Financial Inc. 3.53% of their portfolio HENNEPIN, IL 69,83569.8k $4.0m $4.0m 3.53% Added +1.9k +1,876
19 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 65,23865.2k $3.7m $3.7m 0.01% New
20 Tortoise Investment Management, LLC 0.38% of their portfolio WHITE PLAINS, NY 64,09364.1k $3.6m $3.6m 0.38% Added +880 +880
21 Checchi Capital Advisers, LLC 0.25% of their portfolio BEVERLY HILLS, CA 61,36561.4k $3.5m $3.5m 0.25% Added +6.5k +6,540
22 Johnson Financial Group, LLC 0.37% of their portfolio Denver, CO 61,31561.3k $3.5m $3.5m 0.37% Reduced -15.7k -15,725
23 RPg Family Wealth Advisory, LLC 0.91% of their portfolio BURLINGTON, MA 56,44956.4k $3.2m $3.2m 0.91% Reduced -17.4k -17,371
24 Bogart Wealth, LLC 0.15% of their portfolio MCLEAN, VA 54,89054.9k $3.1m $3.1m 0.15% New
25 Merit Financial Group, LLC 0.04% of their portfolio ALPHARETTA, GA 52,64552.6k $3.0m $3.0m 0.04% Reduced -22.6k -22,558
26 Stratos Wealth Partners, LTD. 0.04% of their portfolio BEACHWOOD, OH 50,90350.9k $2.9m $2.9m 0.04% Added +3.3k +3,292
27 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 50,43150.4k $2.9m $2.9m 0.01% Added +345 +345
28 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 46,66446.7k $2.6m $2.6m 0.00% Added +415 +415
29 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 44,11844.1k $2.5m $2.5m 0.01% Added +5.0k +5,031
30 Mason & Associates Inc 0.61% of their portfolio LOS ANGELES, CA 43,20043.2k $2.4m $2.4m 0.61% Added +1.6k +1,631
31 Sepio Capital, LP 0.19% of their portfolio Salt Lake City, UT 42,64942.6k $2.4m $2.4m 0.19% Reduced -144 -144
32 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 42,16842.2k $2.4m $2.4m 0.02% Added +1.1k +1,110
33 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 39,88439.9k $2.3m $2.3m 0.00% Reduced -29.7k -29,676
34 MARTIN & CO INC /TN/ 0.43% of their portfolio Knoxville, TN 39,46539.5k $2.2m $2.2m 0.43% Added +943 +943
35 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 38,38838.4k $2.2m $2.2m 0.02% New
36 JFG Wealth Management, LLC 0.48% of their portfolio Denver, CO 36,99737.0k $2.1m $2.1m 0.48% Reduced -3.1k -3,076
37 VISTA INVESTMENT MANAGEMENT 0.81% of their portfolio PITTSBURGH, PA 36,66536.7k $2.1m $2.1m 0.81% Added +1.9k +1,895
38 CarsonAllaria Wealth Management, Ltd. 1.16% of their portfolio GLEN CARBON, IL 35,29035.3k $2.0m $2.0m 1.16% Reduced -387 -387
39 Texas Yale Capital Corp. 0.08% of their portfolio ST. PETERSBURG, FL 35,03735.0k $2.0m $2.0m 0.08% Added +653 +653
40 Financial Strategies Group, Inc. 0.45% of their portfolio OKEMOS, MI 34,83734.8k $1.9m $1.9m 0.45% Reduced -27 -27
41 OneDigital Investment Advisors LLC 0.02% of their portfolio OVERLAND PARK, KS 33,51433.5k $1.9m $1.9m 0.02% Reduced -1.5k -1,518
42 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 31,07731.1k $1.8m $1.8m 0.00% Reduced -164.6k -164,629
43 UBS Group AG 0.00% of their portfolio ZURICH, V8 30,62030.6k $1.7m $1.7m 0.00% Added +9.7k +9,740
44 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 30,37930.4k $1.7m $1.7m 0.00% Reduced -5.5k -5,515
45 Beacon Pointe Advisors, LLC 0.02% of their portfolio NEWPORT BEACH, CA 29,95830.0k $1.7m $1.7m 0.02% New
46 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 27,97228.0k $1.6m $1.6m 0.00% Added +1.7k +1,656
47 Kathleen S. Wright Associates Inc. 0.61% of their portfolio PITTSBURGH, PA 26,20026.2k $1.5m $1.5m 0.61% Reduced -738 -738
48 Cascade Financial Partners, LLC 0.18% of their portfolio SAN DIEGO, CA 25,04525.0k $1.4m $1.4m 0.18% Reduced -3.0k -2,976
49 Regal Investment Advisors LLC 0.11% of their portfolio KENTWOOD, MI 23,06923.1k $1.3m $1.3m 0.11% Added +9.8k +9,820
50 MARYLAND CAPITAL ADVISORS INC. 0.57% of their portfolio CHESTER, MD 22,91022.9k $1.3m $1.3m 0.57% Added +1.1k +1,068
51 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 22,37322.4k $1.3m $1.3m 0.00% Added +14 +14
52 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 20,03320.0k $1.1m $1.1m 0.00% Reduced -147 -147
53 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 18,77418.8k $1.1m $1.1m 0.00% Reduced -11.5k -11,456
54 Advisory Services Network, LLC 0.02% of their portfolio ATLANTA, GA 18,70118.7k $1.1m $1.1m 0.02% Added +25 +25
55 Michels Family Financial, LLC 0.89% of their portfolio FORT WORTH, TX 17,41117.4k $986.0k $986.0k 0.89% Added +472 +472
56 CABOT WEALTH MANAGEMENT INC 0.12% of their portfolio BEVERLY, MA 16,93416.9k $959.0k $959.0k 0.12% Reduced -296 -296
57 SMITH, MOORE & CO. 0.08% of their portfolio CLAYTON, MO 15,99916.0k $906.0k $906.0k 0.08% Added +12 +12
58 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 15,88915.9k $899.8k $899.8k 0.01% Reduced -4.0k -4,032
59 Camelot Portfolios, LLC 0.52% of their portfolio Maumee, OH 14,93014.9k $845.5k $845.5k 0.52% Added +2.6k +2,583
60 Spire Wealth Management 0.03% of their portfolio MCLEAN, VA 14,19614.2k $803.9k $803.9k 0.03% Added +338 +338
61 Geneos Wealth Management Inc. 0.01% of their portfolio ENGLEWOOD, CO 14,09014.1k $797.9k $797.9k 0.01% Added +14.0k +14,026
62 3EDGE Asset Management, LP 0.05% of their portfolio Naples, FL 13,46313.5k $765.9k $765.9k 0.05% Added +743 +743
63 Essex Financial Services, Inc. 0.05% of their portfolio ESSEX, CT 13,23013.2k $749.2k $749.2k 0.05% Unchanged
64 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 13,21213.2k $753.7k $753.7k 0.00% Added +1.6k +1,591
65 Cassaday & Co Wealth Management LLC 0.02% of their portfolio MCLEAN, VA 13,02813.0k $737.8k $737.8k 0.02% Unchanged
66 Bluespring Wealth Management, LLC 0.07% of their portfolio AUSTIN, TX 12,83612.8k $726.9k $726.9k 0.07% Added +7.1k +7,057
67 Austin Wealth Management, LLC 0.14% of their portfolio Austin, TX 12,47112.5k $700.3k $700.3k 0.14% Reduced -423 -423
68 Alesco Advisors, LLC, An ESL Co 0.02% of their portfolio Pittsford, NY 12,32612.3k $698.0k $698.0k 0.02% Added +65 +65
69 Summit Trail Advisors, LLC 0.02% of their portfolio NEW YORK, NY 12,09512.1k $684.9k $684.9k 0.02% Unchanged
70 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 11,61411.6k $657.7k $657.7k 0.00% Added +272 +272
71 TWIN FOCUS CAPITAL PARTNERS, LLC 0.10% of their portfolio Boston, MA 11,00011.0k $622.9k $622.9k 0.10% Unchanged
72 Omega Financial Group, LLC 0.23% of their portfolio Santa Barbara, CA 10,70010.7k $605.9k $605.9k 0.23% Reduced -327 -327
73 Compound Planning, Inc. 0.03% of their portfolio NEW YORK, NY 10,67310.7k $604.4k $604.4k 0.03% Added +193 +193
74 Rockingstone Advisors LLC 0.26% of their portfolio GREAT BARRINGTON, MA 10,19610.2k $577.4k $577.4k 0.26% Reduced -480 -480
75 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 9,8969.9k $560.4k $560.4k 0.00% Added +186 +186
76 Index Fund Advisors, Inc. 0.03% of their portfolio IRVINE, CA 8,4368.4k $477.7k $477.7k 0.03% Reduced -1.5k -1,481
77 Addison Advisors LLC 0.13% of their portfolio MIDDLEBURY, VT 8,2608.3k $467.8k $467.8k 0.13% Reduced -10 -10
78 Perigon Wealth Management, LLC 0.01% of their portfolio SAN FRANCISCO, CA 7,9477.9k $450.0k $450.0k 0.01% Added +1.3k +1,338
79 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 7,8837.9k $446.4k $446.4k 0.00% Added +1.5k +1,526
80 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 7,8227.8k $443.0k $443.0k 0.00% Reduced -1.6k -1,599
81 THOROUGHBRED FINANCIAL SERVICES, LLC 0.03% of their portfolio BRENTWOOD, TN 7,5827.6k $429.0k $429.0k 0.03% Unchanged
82 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 7,5277.5k $426.0k $426.0k 0.00% Reduced -16.2k -16,203
83 WHITE PINE CAPITAL LLC 0.15% of their portfolio BLOOMINGTON, MN 7,4007.4k $419.1k $419.1k 0.15% Unchanged
84 Sowell Financial Services LLC 0.02% of their portfolio NORTH LITTLE ROCK, AR 7,3227.3k $414.6k $414.6k 0.02% New
85 COMERICA BANK 0.00% of their portfolio DALLAS, TX 6,8906.9k $390.2k $390.2k 0.00% Added +175 +175
86 180 WEALTH ADVISORS, LLC 0.06% of their portfolio FEDERAL WAY, WA 6,5626.6k $371.6k $371.6k 0.06% Reduced -110 -110
87 First Horizon Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 6,3096.3k $357.3k $357.3k 0.01% Unchanged
88 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 6,2926.3k $356.3k $356.3k 0.00% Reduced -6.3k -6,292
89 Greenspring Advisors, LLC 0.08% of their portfolio Towson, MD 6,0926.1k $345.0k $345.0k 0.08% Added +1.8k +1,832
90 Life Planning Partners, Inc 0.31% of their portfolio JACKSONVILLE, FL 6,0006.0k $339.8k $339.8k 0.31% Unchanged
91 Shore Point Advisors, LLC 0.18% of their portfolio BRIELLE, NJ 5,9415.9k $336.5k $336.5k 0.18% Added +87 +87
92 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 5,8475.8k $331.1k $331.1k 0.00% Unchanged
93 WHITTIER TRUST CO 0.00% of their portfolio SOUTH PASADENA, CA 5,7665.8k $326.5k $326.5k 0.00% Unchanged
94 Sound Stewardship, LLC 0.18% of their portfolio Overland Park, KS 5,7335.7k $324.6k $324.6k 0.18% Reduced -330 -330
95 Wealthcare Advisory Partners LLC 0.01% of their portfolio WEST CHESTER, PA 5,5515.6k $314.4k $314.4k 0.01% Added +93 +93
96 WATERSHED PRIVATE WEALTH LLC 0.12% of their portfolio Oak Brook, IL 5,3465.3k $302.7k $302.7k 0.12% Reduced -2 -2
97 PRINCIPAL SECURITIES, INC. 0.01% of their portfolio DES MOINES, IA 5,3355.3k $312.7k $312.7k 0.01% Unchanged
98 Integrated Advisors Network LLC 0.01% of their portfolio DALLAS, TX 5,1395.1k $291.0k $291.0k 0.01% Unchanged
99 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 5,0965.1k $288.6k $288.6k 0.00% Reduced -460 -460
100 Wealthfront Advisers LLC 0.00% of their portfolio Palo Alto, CA 4,9114.9k $278.1k $278.1k 0.00% Reduced -538 -538