Vault-13

SPDR INDEX SHS FDS EWX

S&P EMKTSC ETF · ETP · CUSIP 78463X756

166 institutional holders +4 vs Q1 2025
7,647,7017.6m shares reported held*
$474.5mreported value*
11 new 57 added 55 reduced 8 sold out net sold ≈ $10.1m (-162.3k 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 ($6.9k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $62.04. Options: 1 managers hold calls ($285.3k notional), 0 hold puts (—).

Trends to Q2 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: 162Q2 25: 166166Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025166

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 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 24Q1 25: 60 bought or addedQ1 25: 67 cut or sold outQ2 25: 68 bought or addedQ2 25: 63 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20235760
Q4 20238357
Q1 20248762
Q2 20246972
Q3 20246369
Q4 20247568
Q1 20256067
Q2 20256863

Calls vs puts

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

CallsPuts
$0$100k$200k$300kQ3 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 —Q2 25 calls: $285.3kQ2 25 puts: $0Q2 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2024$0$224.6k—
Q4 2024$0$228.6k—
Q1 2025$0$22.7k—
Q2 2025$285.3k$00.00

Biggest buyers

OLD MISSION CAPITAL LLC Added +113,822+113.8k
MORGAN STANLEY Added +19,717+19.7k
HANCOCK WHITNEY CORP New +18,971+19.0k
FLOW TRADERS U.S. LLC New +18,412+18.4k
ROYAL BANK OF CANADA Added +16,137+16.1k
WADDELL & ASSOCIATES, LLC Added +12,101+12.1k
3EDGE Asset Management, LP Added +11,962+12.0k
Apella Capital, LLC Added +10,088+10.1k
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management Added +9,017+9.0k
Cascade Financial Partners, LLC Added +8,600+8.6k

Biggest sellers

Creative Planning Reduced -211,179-211.2k
N.E.W. Advisory Services LLC Reduced -46,853-46.9k
AMERIPRISE FINANCIAL INC Reduced -38,146-38.1k
Steward Partners Investment Advisory, LLC Reduced -28,642-28.6k
CITADEL ADVISORS LLC Reduced -19,145-19.1k
JFG Wealth Management, LLC Reduced -15,397-15.4k
BANK OF AMERICA CORP /DE/ Reduced -11,920-11.9k
Johnson Financial Group, LLC Reduced -11,832-11.8k
TWIN FOCUS CAPITAL PARTNERS, LLC Sold out -11,000-11.0k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -9,413-9.4k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP New $285.3k4.6k shares

Biggest puts

None

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, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Creative Planning 0.11% of their portfolio OVERLAND PARK, KS 2,008,0952.0m $124.6m $124.6m 0.11% Reduced -211.2k -211,179
2 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 744,468744.5k $46.2m $46.2m 0.00% Reduced -11.9k -11,920
3 WADDELL & ASSOCIATES, LLC 4.15% of their portfolio MEMPHIS, TN 627,138627.1k $38.9m $38.9m 4.15% Added +12.1k +12,101
4 Mariner, LLC 0.03% of their portfolio Overland Park, KS 315,355315.4k $19.6m $19.6m 0.03% Added +263 +263
5 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 258,021258.0k $16.0m $16.0m 0.00% Added +19.7k +19,717
6 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 209,004209.0k $13.0m $13.0m 0.00% Reduced -8.3k -8,325
7 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 208,144208.1k $12.9m $12.9m 0.00% Added +6.7k +6,663
8 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.27% of their portfolio Seattle, WA 194,041194.0k $12.0m $12.0m 0.27% Added +9.0k +9,017
9 OLD MISSION CAPITAL LLC 0.31% of their portfolio CHICAGO, IL 188,605188.6k $11.7m $11.7m 0.31% Added +113.8k +113,822
10 VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio San Antonio, TX 164,766164.8k $10.2m $10.2m 0.01% Unchanged
11 Pure Financial Advisors, LLC 0.12% of their portfolio SAN DIEGO, CA 110,784110.8k $6.9m $6.9m 0.12% Reduced -9.2k -9,177
12 Apella Capital, LLC 0.18% of their portfolio WEST HARTFORD, CT 109,714109.7k $6.8m $6.8m 0.18% Added +10.1k +10,088
13 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 102,289102.3k $6.3m $6.3m 0.00% Reduced -38.1k -38,146
14 BIP Wealth, LLC 0.38% of their portfolio ATLANTA, GA 100,554100.6k $6.2m $6.2m 0.38% Reduced -8.8k -8,767
15 Transamerica Financial Advisors, LLC 0.53% of their portfolio CEDAR RAPIDS, IA 90,96491.0k $5.6m $5.6m 0.53% Added +1.4k +1,375
16 N.E.W. Advisory Services LLC 0.50% of their portfolio DE PERE, WI 83,73183.7k $5.2m $5.2m 0.50% Reduced -46.9k -46,853
17 Cyr Financial Inc. 3.72% of their portfolio HENNEPIN, IL 77,65777.7k $4.8m $4.8m 3.72% Added +7.8k +7,822
18 WESCAP Management Group, Inc. 1.00% of their portfolio Glendale, CA 71,02671.0k $4.4m $4.4m 1.00% Reduced -370 -370
19 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 70,45070.5k $4.4m $4.4m 0.01% Added +5.2k +5,212
20 Tortoise Investment Management, LLC 0.37% of their portfolio WHITE PLAINS, NY 62,67362.7k $3.9m $3.9m 0.37% Reduced -1.4k -1,420
21 Checchi Capital Advisers, LLC 0.27% of their portfolio BEVERLY HILLS, CA 62,54462.5k $3.9m $3.9m 0.27% Added +1.2k +1,179
22 rebel Financial LLC 1.66% of their portfolio GROVEPORT, OH 58,76558.8k $3.6m $3.6m 1.66% First filing
23 Bogart Wealth, LLC 0.16% of their portfolio MCLEAN, VA 58,70058.7k $3.6m $3.6m 0.16% Added +3.8k +3,810
24 RPg Family Wealth Advisory, LLC 0.91% of their portfolio BURLINGTON, MA 55,08255.1k $3.4m $3.4m 0.91% Reduced -1.4k -1,367
25 Stratos Wealth Partners, LTD. 0.05% of their portfolio BEACHWOOD, OH 54,15854.2k $3.4m $3.4m 0.05% Added +3.3k +3,255
26 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 50,94150.9k $3.2m $3.2m 0.01% Added +510 +510
27 Johnson Financial Group, LLC 0.29% of their portfolio Denver, CO 49,48349.5k $3.1m $3.1m 0.29% Reduced -11.8k -11,832
28 Merit Financial Group, LLC 0.03% of their portfolio ALPHARETTA, GA 49,26249.3k $3.1m $3.1m 0.03% Reduced -3.4k -3,383
29 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 45,94645.9k $2.9m $2.9m 0.01% Added +1.8k +1,828
30 Mason & Associates Inc 0.65% of their portfolio LOS ANGELES, CA 45,22645.2k $2.8m $2.8m 0.65% Added +2.0k +2,026
31 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 42,84242.8k $2.7m $2.7m 0.00% Added +3.0k +2,958
32 Sepio Capital, LP 0.19% of their portfolio Salt Lake City, UT 42,56142.6k $2.6m $2.6m 0.19% Reduced -88 -88
33 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 42,55742.6k $2.6m $2.6m 0.02% Added +389 +389
34 VISTA INVESTMENT MANAGEMENT 0.92% of their portfolio PITTSBURGH, PA 40,10340.1k $2.5m $2.5m 0.92% Added +3.4k +3,438
35 MARTIN & CO INC /TN/ 0.45% of their portfolio Knoxville, TN 39,10139.1k $2.4m $2.4m 0.45% Reduced -364 -364
36 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 37,25137.3k $2.3m $2.3m 0.00% Reduced -9.4k -9,413
37 Beacon Pointe Advisors, LLC 0.02% of their portfolio NEWPORT BEACH, CA 36,94736.9k $2.3m $2.3m 0.02% Added +7.0k +6,989
38 Financial Strategies Group, Inc. 0.48% of their portfolio OKEMOS, MI 36,65436.7k $2.3m $2.3m 0.48% Added +1.8k +1,817
39 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 36,17036.2k $2.2m $2.2m 0.00% Added +16.1k +16,137
40 Texas Yale Capital Corp. 0.07% of their portfolio ST. PETERSBURG, FL 35,22935.2k $2.2m $2.2m 0.07% Added +192 +192
41 UBS Group AG 0.00% of their portfolio ZURICH, V8 34,92934.9k $2.2m $2.2m 0.00% Added +4.3k +4,309
42 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 34,05234.1k $2.1m $2.1m 0.00% Added +6.1k +6,080
43 Cascade Financial Partners, LLC 0.25% of their portfolio SAN DIEGO, CA 33,64533.6k $2.1m $2.1m 0.25% Added +8.6k +8,600
44 OneDigital Investment Advisors LLC 0.02% of their portfolio OVERLAND PARK, KS 32,17432.2k $2.0m $2.0m 0.02% Reduced -1.3k -1,340
45 CarsonAllaria Wealth Management, Ltd. 1.05% of their portfolio GLEN CARBON, IL 31,66931.7k $2.0m $2.0m 1.05% Reduced -3.6k -3,621
46 MUSTICO FINANCIAL GROUP, INC. 1.79% of their portfolio ELMIRA, NY 30,56930.6k $1.9m $1.9m 1.79% First filing
47 Regal Investment Advisors LLC 0.12% of their portfolio KENTWOOD, MI 25,50225.5k $1.6m $1.6m 0.12% Added +2.4k +2,433
48 3EDGE Asset Management, LP 0.10% of their portfolio Naples, FL 25,42525.4k $1.6m $1.6m 0.10% Added +12.0k +11,962
49 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 24,13024.1k $1.5m $1.5m 0.00% Reduced -6.2k -6,249
50 Kathleen S. Wright Associates Inc. 0.58% of their portfolio PITTSBURGH, PA 24,11624.1k $1.5m $1.5m 0.58% Reduced -2.1k -2,084
51 MARYLAND CAPITAL ADVISORS INC. 0.58% of their portfolio CHESTER, MD 23,68823.7k $1.5m $1.5m 0.58% Added +778 +778
52 CABOT WEALTH MANAGEMENT INC 0.16% of their portfolio BEVERLY, MA 22,30322.3k $1.4m $1.4m 0.16% Added +5.4k +5,369
53 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 21,68221.7k $1.3m $1.3m 0.00% Reduced -691 -691
54 JFG Wealth Management, LLC 0.28% of their portfolio Denver, CO 21,60021.6k $1.3m $1.3m 0.28% Reduced -15.4k -15,397
55 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 19,76519.8k $1.2m $1.2m 0.00% Added +991 +991
56 HANCOCK WHITNEY CORP 0.02% of their portfolio GULFPORT, MS 18,97119.0k $1.2m $1.2m 0.02% New
57 FLOW TRADERS U.S. LLC 0.04% of their portfolio NEW YORK, NY 18,41218.4k $1.1m $1.1m 0.04% New
58 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 18,27518.3k $1.1m $1.1m 0.01% Added +2.4k +2,386
59 Michels Family Financial, LLC 0.95% of their portfolio FORT WORTH, TX 17,96518.0k $1.1m $1.1m 0.95% Added +554 +554
60 Advisory Services Network, LLC 0.02% of their portfolio ATLANTA, GA 17,64017.6k $1.1m $1.1m 0.02% Reduced -1.1k -1,061
61 Bluespring Wealth Management, LLC 0.10% of their portfolio AUSTIN, TX 16,83316.8k $1.0m $1.0m 0.10% Added +4.0k +3,997
62 SMITH, MOORE & CO. 0.08% of their portfolio CLAYTON, MO 15,84315.8k $982.7k $982.7k 0.08% Reduced -156 -156
63 Spire Wealth Management 0.03% of their portfolio MCLEAN, VA 13,72013.7k $851.0k $851.0k 0.03% Reduced -476 -476
64 Camelot Portfolios, LLC 0.50% of their portfolio Maumee, OH 13,53013.5k $839.3k $839.3k 0.50% Reduced -1.4k -1,400
65 Essex Financial Services, Inc. 0.05% of their portfolio ESSEX, CT 13,23013.2k $820.7k $820.7k 0.05% Unchanged
66 Cassaday & Co Wealth Management LLC 0.02% of their portfolio MCLEAN, VA 12,68012.7k $786.5k $786.5k 0.02% Reduced -348 -348
67 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 12,47212.5k $773.6k $773.6k 0.00% Added +858 +858
68 Alesco Advisors, LLC, An ESL Co 0.02% of their portfolio Pittsford, NY 12,04112.0k $746.9k $746.9k 0.02% Reduced -285 -285
69 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 11,93211.9k $740.1k $740.1k 0.00% Reduced -19.1k -19,145
70 Summit Trail Advisors, LLC 0.01% of their portfolio NEW YORK, NY 11,38211.4k $706.0k $706.0k 0.01% Reduced -713 -713
71 Compound Planning, Inc. 0.03% of their portfolio NEW YORK, NY 10,83610.8k $672.2k $672.2k 0.03% Added +163 +163
72 Omega Financial Group, LLC 0.24% of their portfolio Santa Barbara, CA 10,66510.7k $661.6k $661.6k 0.24% Reduced -35 -35
73 Rockingstone Advisors LLC 0.33% of their portfolio GREAT BARRINGTON, MA 10,08410.1k $625.5k $625.5k 0.33% Reduced -112 -112
74 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 9,7469.7k $604.6k $604.6k 0.00% Reduced -28.6k -28,642
75 Index Fund Advisors, Inc. 0.03% of their portfolio IRVINE, CA 8,5188.5k $528.4k $528.4k 0.03% Added +82 +82
76 Perigon Wealth Management, LLC 0.01% of their portfolio SAN FRANCISCO, CA 8,3218.3k $516.2k $516.2k 0.01% Added +374 +374
77 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 8,0178.0k $497.3k $497.3k 0.00% Reduced -1.9k -1,879
78 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 7,9327.9k $492.0k $492.0k 0.00% Added +110 +110
79 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 7,9187.9k $491.0k $491.0k 0.00% Added +391 +391
80 Addison Advisors LLC 0.12% of their portfolio MIDDLEBURY, VT 7,5557.6k $468.6k $468.6k 0.12% Reduced -705 -705
81 COMERICA BANK 0.00% of their portfolio DALLAS, TX 7,4487.4k $462.0k $462.0k 0.00% Added +558 +558
82 WHITE PINE CAPITAL LLC 0.15% of their portfolio BLOOMINGTON, MN 7,4007.4k $459.0k $459.0k 0.15% Unchanged
83 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 6,9847.0k $433.2k $433.2k 0.00% Added +1.1k +1,137
84 Geneos Wealth Management Inc. 0.01% of their portfolio ENGLEWOOD, CO 6,8326.8k $423.8k $423.8k 0.01% Reduced -7.3k -7,258
85 180 WEALTH ADVISORS, LLC 0.06% of their portfolio FEDERAL WAY, WA 6,8276.8k $423.5k $423.5k 0.06% Added +265 +265
86 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 6,4016.4k $397.1k $397.1k 0.00% Added +109 +109
87 First Horizon Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 6,3096.3k $391.3k $391.3k 0.01% Unchanged
88 Shore Point Advisors, LLC 0.18% of their portfolio BRIELLE, NJ 6,1326.1k $380.4k $380.4k 0.18% Added +191 +191
89 Life Planning Partners, Inc 0.30% of their portfolio JACKSONVILLE, FL 6,0006.0k $372.2k $372.2k 0.30% Unchanged
90 Austin Wealth Management, LLC 0.07% of their portfolio Austin, TX 5,9015.9k $368.8k $368.8k 0.07% Reduced -6.6k -6,570
91 Sound Stewardship, LLC 0.18% of their portfolio Overland Park, KS 5,7435.7k $356.2k $356.2k 0.18% Added +10 +10
92 Wealthcare Advisory Partners LLC 0.01% of their portfolio WEST CHESTER, PA 5,6295.6k $349.2k $349.2k 0.01% Added +78 +78
93 Sowell Financial Services LLC 0.01% of their portfolio NORTH LITTLE ROCK, AR 5,6055.6k $347.7k $347.7k 0.01% Reduced -1.7k -1,717
94 WHITTIER TRUST CO 0.00% of their portfolio SOUTH PASADENA, CA 5,5285.5k $342.8k $342.8k 0.00% Reduced -238 -238
95 PRINCIPAL SECURITIES, INC. 0.01% of their portfolio DES MOINES, IA 5,4715.5k $339.3k $339.3k 0.01% Added +136 +136
96 THOROUGHBRED FINANCIAL SERVICES, LLC 0.02% of their portfolio BRENTWOOD, TN 5,3635.4k $332.0k $332.0k 0.02% Reduced -2.2k -2,219
97 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 5,2725.3k $327.0k $327.0k 0.00% Added +176 +176
98 Ipsen Advisor Group LLC 0.23% of their portfolio LITTLE ROCK, AR 4,9164.9k $304.9k $304.9k 0.23% Added +51 +51
99 Rehmann Capital Advisory Group 0.02% of their portfolio LANSING, MI 4,8104.8k $298.4k $298.4k 0.02% Unchanged
100 CIBC WORLD MARKET INC. 0.00% of their portfolio TORONTO, A6 4,5704.6k $283.5k $283.5k 0.00% Unchanged