Vault-13

SPDR INDEX SHS FDS EWX

S&P EMKTSC ETF · ETP · CUSIP 78463X756

171 institutional holders +5 vs Q2 2025
7,585,5367.6m shares reported held*
$514.1mreported value*
16 new 47 added 55 reduced 10 sold out net sold ≈ $4.7m (-70.3k 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 ($3.6k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $67.77.

Trends to Q3 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: 166Q3 25: 171171Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025171

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 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 25Q2 25: 68 bought or addedQ2 25: 63 cut or sold outQ3 25: 63 bought or addedQ3 25: 65 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 20238357
Q1 20248762
Q2 20246972
Q3 20246369
Q4 20247568
Q1 20256067
Q2 20256863
Q3 20256365

Calls vs puts

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

CallsPuts
$0$100k$200k$300kQ4 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 0.00Q3 25 calls: $0Q3 25 puts: $0Q3 25P/C —
Numbers
QuarterCallsPutsP/C
Q4 2024$0$228.6k—
Q1 2025$0$22.7k—
Q2 2025$285.3k$00.00
Q3 2025$0$0—

Biggest buyers

3EDGE Asset Management, LP Added +86,328+86.3k
CITADEL ADVISORS LLC Added +25,291+25.3k
JPMORGAN CHASE & CO Added +19,964+20.0k
WADDELL & ASSOCIATES, LLC Added +19,913+19.9k
LPL Financial LLC Added +16,085+16.1k
OPTIMA CAPITAL LLC New +13,859+13.9k
MORGAN STANLEY Added +12,748+12.7k
Sanctuary Advisors, LLC Added +11,945+11.9k
Integrated Wealth Concepts LLC New +9,995+10.0k
WELLS FARGO & COMPANY/MN Added +9,554+9.6k

Biggest sellers

Creative Planning Reduced -84,959-85.0k
rebel Financial LLC Reduced -58,765-58.8k
Mason & Associates Inc Sold out -45,226-45.2k
OLD MISSION CAPITAL LLC Reduced -40,229-40.2k
Stratos Wealth Partners, LTD. Reduced -28,261-28.3k
Baird Financial Group, Inc. Reduced -16,657-16.7k
ROYAL BANK OF CANADA Reduced -14,797-14.8k
Mariner, LLC Reduced -12,091-12.1k
UBS Group AG Reduced -10,255-10.3k
Merit Financial Group, LLC Reduced -10,242-10.2k

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Creative Planning 0.10% of their portfolio OVERLAND PARK, KS 1,923,1361.9m $129.4m $129.4m 0.10% Reduced -85.0k -84,959
2 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 743,810743.8k $50.1m $50.1m 0.00% Reduced -658 -658
3 WADDELL & ASSOCIATES, LLC 3.70% of their portfolio MEMPHIS, TN 647,051647.1k $43.5m $43.5m 3.70% Added +19.9k +19,913
4 Mariner, LLC 0.03% of their portfolio Overland Park, KS 303,264303.3k $20.4m $20.4m 0.03% Reduced -12.1k -12,091
5 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 270,769270.8k $18.2m $18.2m 0.00% Added +12.7k +12,748
6 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 225,089225.1k $15.1m $15.1m 0.00% Added +16.1k +16,085
7 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 217,698217.7k $14.6m $14.6m 0.00% Added +9.6k +9,554
8 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.26% of their portfolio Seattle, WA 195,658195.7k $13.2m $13.2m 0.26% Added +1.6k +1,617
9 VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio San Antonio, TX 164,766164.8k $11.1m $11.1m 0.01% Unchanged
10 OLD MISSION CAPITAL LLC 0.36% of their portfolio CHICAGO, IL 148,376148.4k $10.0m $10.0m 0.36% Reduced -40.2k -40,229
11 Apella Capital, LLC 0.17% of their portfolio WEST HARTFORD, CT 114,526114.5k $7.7m $7.7m 0.17% Added +4.8k +4,812
12 3EDGE Asset Management, LP 0.42% of their portfolio Naples, FL 111,753111.8k $7.5m $7.5m 0.42% Added +86.3k +86,328
13 Pure Financial Advisors, LLC 0.12% of their portfolio SAN DIEGO, CA 111,009111.0k $7.5m $7.5m 0.12% Added +225 +225
14 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 106,142106.1k $7.1m $7.1m 0.00% Added +3.9k +3,853
15 BIP Wealth, LLC 0.33% of their portfolio ATLANTA, GA 99,27199.3k $6.7m $6.7m 0.33% Reduced -1.3k -1,283
16 Transamerica Financial Advisors, LLC 0.51% of their portfolio CEDAR RAPIDS, IA 91,47091.5k $6.2m $6.2m 0.51% Added +506 +506
17 N.E.W. Advisory Services LLC 0.48% of their portfolio DE PERE, WI 79,06779.1k $5.3m $5.3m 0.48% Reduced -4.7k -4,664
18 Cyr Financial Inc. 3.61% of their portfolio HENNEPIN, IL 78,52678.5k $5.3m $5.3m 3.61% Added +869 +869
19 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 76,99177.0k $5.2m $5.2m 0.01% Added +6.5k +6,541
20 WESCAP Management Group, Inc. 1.00% of their portfolio Glendale, CA 70,36670.4k $4.7m $4.7m 1.00% Reduced -660 -660
21 Tortoise Investment Management, LLC 0.37% of their portfolio WHITE PLAINS, NY 62,56362.6k $4.2m $4.2m 0.37% Reduced -110 -110
22 Bogart Wealth, LLC 0.16% of their portfolio MCLEAN, VA 60,11860.1k $4.0m $4.0m 0.16% Added +1.4k +1,418
23 Checchi Capital Advisers, LLC 0.26% of their portfolio BEVERLY HILLS, CA 57,21357.2k $3.8m $3.8m 0.26% Reduced -5.3k -5,331
24 RPg Family Wealth Advisory, LLC 0.78% of their portfolio BURLINGTON, MA 53,12453.1k $3.6m $3.6m 0.78% Reduced -2.0k -1,958
25 Johnson Financial Group, LLC 0.30% of their portfolio Denver, CO 48,42248.4k $3.3m $3.3m 0.30% Reduced -1.1k -1,061
26 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 46,03446.0k $3.1m $3.1m 0.01% Added +88 +88
27 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 43,57143.6k $2.9m $2.9m 0.02% Added +1.0k +1,014
28 Sepio Capital, LP 0.17% of their portfolio Salt Lake City, UT 42,51442.5k $2.9m $2.9m 0.17% Reduced -47 -47
29 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 41,64641.6k $2.8m $2.8m 0.00% Added +20.0k +19,964
30 VISTA INVESTMENT MANAGEMENT 0.95% of their portfolio PITTSBURGH, PA 40,45140.5k $2.7m $2.7m 0.95% Added +348 +348
31 Beacon Pointe Advisors, LLC 0.02% of their portfolio NEWPORT BEACH, CA 40,21340.2k $2.7m $2.7m 0.02% Added +3.3k +3,266
32 MARTIN & CO INC /TN/ 0.48% of their portfolio Knoxville, TN 40,16040.2k $2.7m $2.7m 0.48% Added +1.1k +1,059
33 Merit Financial Group, LLC 0.02% of their portfolio ALPHARETTA, GA 39,02039.0k $2.6m $2.6m 0.02% Reduced -10.2k -10,242
34 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 38,80038.8k $2.6m $2.6m 0.00% Reduced -4.0k -4,042
35 Texas Yale Capital Corp. 0.08% of their portfolio ST. PETERSBURG, FL 38,20238.2k $2.6m $2.6m 0.08% Added +3.0k +2,973
36 Financial Strategies Group, Inc. 0.48% of their portfolio OKEMOS, MI 37,33637.3k $2.5m $2.5m 0.48% Added +682 +682
37 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 37,22337.2k $2.5m $2.5m 0.00% Added +25.3k +25,291
38 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 36,15536.2k $2.4m $2.4m 0.00% Added +2.1k +2,103
39 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 34,28434.3k $2.3m $2.3m 0.00% Reduced -16.7k -16,657
40 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 33,54033.5k $2.3m $2.3m 0.00% Reduced -3.7k -3,711
41 Cascade Financial Partners, LLC 0.26% of their portfolio SAN DIEGO, CA 33,45533.5k $2.3m $2.3m 0.26% Reduced -190 -190
42 MUSTICO FINANCIAL GROUP, INC. 1.98% of their portfolio ELMIRA, NY 31,45331.5k $2.0m $2.0m 1.98% Added +884 +884
43 CarsonAllaria Wealth Management, Ltd. 1.08% of their portfolio GLEN CARBON, IL 30,93430.9k $2.1m $2.1m 1.08% Reduced -735 -735
44 OneDigital Investment Advisors LLC 0.02% of their portfolio OVERLAND PARK, KS 30,26730.3k $2.0m $2.0m 0.02% Reduced -1.9k -1,907
45 CABOT WEALTH MANAGEMENT INC 0.21% of their portfolio BEVERLY, MA 28,38728.4k $1.9m $1.9m 0.21% Added +6.1k +6,084
46 Stratos Wealth Partners, LTD. 0.02% of their portfolio BEACHWOOD, OH 25,89725.9k $1.7m $1.7m 0.02% Reduced -28.3k -28,261
47 Regal Investment Advisors LLC 0.11% of their portfolio KENTWOOD, MI 25,45525.5k $1.7m $1.7m 0.11% Reduced -47 -47
48 UBS Group AG 0.00% of their portfolio ZURICH, V8 24,67424.7k $1.7m $1.7m 0.00% Reduced -10.3k -10,255
49 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 24,41724.4k $1.5m $1.5m 0.00% Added +11.9k +11,945
50 MARYLAND CAPITAL ADVISORS INC. 0.58% of their portfolio CHESTER, MD 24,03124.0k $1.6m $1.6m 0.58% Added +343 +343
51 Bluespring Wealth Management, LLC 0.14% of their portfolio AUSTIN, TX 23,48823.5k $1.6m $1.6m 0.14% Added +6.7k +6,655
52 Kathleen S. Wright Associates Inc. 0.58% of their portfolio PITTSBURGH, PA 23,31423.3k $1.6m $1.6m 0.58% Reduced -802 -802
53 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 21,37321.4k $1.4m $1.4m 0.00% Reduced -14.8k -14,797
54 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 21,30521.3k $1.4m $1.4m 0.01% Added +3.0k +3,030
55 JFG Wealth Management, LLC 0.28% of their portfolio Denver, CO 21,22621.2k $1.4m $1.4m 0.28% Reduced -374 -374
56 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 19,43519.4k $1.3m $1.3m 0.00% Reduced -4.7k -4,695
57 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 19,20819.2k $1.3m $1.3m 0.00% Reduced -557 -557
58 Michels Family Financial, LLC 0.95% of their portfolio FORT WORTH, TX 18,19218.2k $1.2m $1.2m 0.95% Added +227 +227
59 Advisory Services Network, LLC 0.02% of their portfolio ATLANTA, GA 17,17517.2k $1.2m $1.2m 0.02% Reduced -465 -465
60 SMITH, MOORE & CO. 0.08% of their portfolio CLAYTON, MO 16,01316.0k $1.1m $1.1m 0.08% Added +170 +170
61 Spire Wealth Management 0.03% of their portfolio MCLEAN, VA 13,94413.9k $938.3k $938.3k 0.03% Added +224 +224
62 OPTIMA CAPITAL LLC 0.45% of their portfolio PORTLAND, OR 13,85913.9k $932.6k $932.6k 0.45% New
63 Camelot Portfolios, LLC 0.53% of their portfolio Maumee, OH 13,26813.3k $892.8k $892.8k 0.53% Reduced -262 -262
64 Essex Financial Services, Inc. 0.05% of their portfolio ESSEX, CT 13,23013.2k $890.2k $890.2k 0.05% Unchanged
65 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 13,01013.0k $875.4k $875.4k 0.00% Added +6.0k +6,026
66 Cassaday & Co Wealth Management LLC 0.02% of their portfolio MCLEAN, VA 12,68012.7k $853.2k $853.2k 0.02% Unchanged
67 HANCOCK WHITNEY CORP 0.01% of their portfolio GULFPORT, MS 12,06012.1k $811.5k $811.5k 0.01% Reduced -6.9k -6,911
68 Alesco Advisors, LLC, An ESL Co 0.02% of their portfolio Pittsford, NY 11,45111.5k $770.5k $770.5k 0.02% Reduced -590 -590
69 Summit Trail Advisors, LLC 0.01% of their portfolio NEW YORK, NY 11,38211.4k $765.9k $765.9k 0.01% Unchanged
70 Omega Financial Group, LLC 0.23% of their portfolio Santa Barbara, CA 10,22510.2k $688.1k $688.1k 0.23% Reduced -440 -440
71 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 10,13710.1k $682.0k $682.0k 0.00% Added +2.2k +2,219
72 Rockingstone Advisors LLC 0.33% of their portfolio GREAT BARRINGTON, MA 10,08410.1k $678.6k $678.6k 0.33% Unchanged
73 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 9,99510.0k $672.6k $672.6k 0.01% New
74 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 9,7509.8k $656.1k $656.1k 0.00% Added +4 +4
75 Compound Planning, Inc. 0.02% of their portfolio NEW YORK, NY 9,6489.6k $649.2k $649.2k 0.02% Reduced -1.2k -1,188
76 FLOW TRADERS U.S. LLC 0.02% of their portfolio NEW YORK, NY 8,9038.9k $599.0k $599.0k 0.02% Reduced -9.5k -9,509
77 Index Fund Advisors, Inc. 0.03% of their portfolio IRVINE, CA 8,3788.4k $563.7k $563.7k 0.03% Reduced -140 -140
78 Perigon Wealth Management, LLC 0.01% of their portfolio SAN FRANCISCO, CA 8,3198.3k $559.8k $559.8k 0.01% Reduced -2 -2
79 Geneos Wealth Management Inc. 0.01% of their portfolio ENGLEWOOD, CO 8,0358.0k $540.7k $540.7k 0.01% Added +1.2k +1,203
80 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 8,0288.0k $540.2k $540.2k 0.00% Added +11 +11
81 WHITE PINE CAPITAL LLC 0.14% of their portfolio BLOOMINGTON, MN 7,4007.4k $497.9k $497.9k 0.14% Unchanged
82 COMERICA BANK 0.00% of their portfolio DALLAS, TX 7,3947.4k $497.5k $497.5k 0.00% Reduced -54 -54
83 180 WEALTH ADVISORS, LLC 0.06% of their portfolio FEDERAL WAY, WA 7,0807.1k $476.4k $476.4k 0.06% Added +253 +253
84 Forefront Wealth Partners, LLC 0.12% of their portfolio AUSTIN, TX 7,0527.1k $474.5k $474.5k 0.12% New
85 Bright Futures Wealth Management, LLC. 0.36% of their portfolio WEBSTER, NY 14580, NY 6,8996.9k $464.2k $464.2k 0.36% First filing
86 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 6,6266.6k $445.9k $445.9k 0.00% Added +225 +225
87 Shore Point Advisors, LLC 0.18% of their portfolio BRIELLE, NJ 6,1676.2k $415.0k $415.0k 0.18% Added +35 +35
88 Addison Advisors LLC 0.10% of their portfolio MIDDLEBURY, VT 6,1106.1k $411.1k $411.1k 0.10% Reduced -1.4k -1,445
89 Life Planning Partners, Inc 0.29% of their portfolio JACKSONVILLE, FL 6,0006.0k $403.7k $403.7k 0.29% Unchanged
90 FIRST HORIZON CORP 0.02% of their portfolio MEMPHIS, TN 5,9846.0k $402.7k $402.7k 0.02% First filing
91 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 5,8005.8k $390.3k $390.3k 0.00% New
92 BlackRock, Inc. 0.00% of their portfolio New York, NY 5,6995.7k $383.5k $383.5k 0.00% New
93 Sound Stewardship, LLC 0.18% of their portfolio Overland Park, KS 5,6885.7k $382.7k $382.7k 0.18% Reduced -55 -55
94 Wealthcare Advisory Partners LLC 0.01% of their portfolio WEST CHESTER, PA 5,6295.6k $378.8k $378.8k 0.01% Unchanged
95 Sowell Financial Services LLC 0.01% of their portfolio NORTH LITTLE ROCK, AR 5,6225.6k $378.3k $378.3k 0.01% Added +17 +17
96 Austin Wealth Management, LLC 0.06% of their portfolio Austin, TX 5,5475.5k $371.9k $371.9k 0.06% Reduced -354 -354
97 WHITTIER TRUST CO 0.00% of their portfolio SOUTH PASADENA, CA 5,5285.5k $373.3k $373.3k 0.00% Unchanged
98 THOROUGHBRED FINANCIAL SERVICES, LLC 0.02% of their portfolio BRENTWOOD, TN 5,3635.4k $360.0k $360.0k 0.02% Unchanged
99 PRINCIPAL SECURITIES, INC. 0.01% of their portfolio DES MOINES, IA 5,3545.4k $360.3k $360.3k 0.01% Reduced -117 -117
100 CENTRAL TRUST Co 0.01% of their portfolio JEFFERSON CITY, MO 5,2275.2k $351.7k $351.7k 0.01% New