Vault-13

SPDR INDEX SHS FDS EWX

S&P EMKTSC ETF · ETP · CUSIP 78463X756

189 institutional holders -6 vs Q4 2025
7,477,9327.5m shares reported held*
$496.1mreported value*
13 new 72 added 50 reduced 16 sold out net sold ≈ $32.4m (-490.0k 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 ($793 this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $66.35. Options: 1 managers hold calls ($489.3k notional), 0 hold puts (—).

Trends to Q1 2026

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: 171Q4 25: 195Q1 26: 189189Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q4 2025195
Q1 2026189

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 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 25Q4 25: 88 bought or addedQ4 25: 59 cut or sold outQ1 26: 85 bought or addedQ1 26: 66 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20246972
Q3 20246369
Q4 20247568
Q1 20256067
Q2 20256863
Q3 20256365
Q4 20258859
Q1 20268566

Calls vs puts

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

CallsPuts
$0$200k$400k$600kQ2 25 calls: $285.3kQ2 25 puts: $0Q2 25P/C 0.00Q3 25 calls: $0Q3 25 puts: $0Q3 25P/C —Q4 25 calls: $0Q4 25 puts: $0Q4 25P/C —Q1 26 calls: $489.3kQ1 26 puts: $0Q1 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q2 2025$285.3k$00.00
Q3 2025$0$0—
Q4 2025$0$0—
Q1 2026$489.3k$00.00

Biggest buyers

OLD MISSION CAPITAL LLC Added +66,991+67.0k
MORGAN STANLEY Added +61,635+61.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +29,279+29.3k
WELLS FARGO & COMPANY/MN Added +24,560+24.6k
Mariner, LLC Added +23,773+23.8k
Brady Martz Wealth Solutions, LLC Added +17,143+17.1k
Focus Partners Advisor Solutions, LLC Added +16,712+16.7k
Apella Capital, LLC Added +14,986+15.0k
Heartwood Wealth Advisors LLC New +11,616+11.6k
AMERIPRISE FINANCIAL INC Added +11,445+11.4k

Biggest sellers

WADDELL & ASSOCIATES, LLC Reduced -593,866-593.9k
Creative Planning Reduced -89,231-89.2k
3EDGE Asset Management, LP Sold out -72,835-72.8k
MML INVESTORS SERVICES, LLC Reduced -22,743-22.7k
Sanctuary Advisors, LLC Sold out -13,259-13.3k
BIP Wealth, LLC Reduced -11,779-11.8k
Tortoise Investment Management, LLC Reduced -10,215-10.2k
ROYAL BANK OF CANADA Reduced -8,439-8.4k
BANK OF AMERICA CORP /DE/ Reduced -8,099-8.1k
Johnson Financial Group, LLC Reduced -8,021-8.0k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP New $489.3k7.4k 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, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Creative Planning 0.08% of their portfolio OVERLAND PARK, KS 1,760,1861.8m $116.4m $116.4m 0.08% Reduced -89.2k -89,231
2 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 717,512717.5k $47.4m $47.4m 0.00% Reduced -8.1k -8,099
3 ASSETMARK, INC 0.06% of their portfolio CONCORD, CA 446,425446.4k $29.5m $29.5m 0.06% Reduced -3.2k -3,213
4 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 342,943342.9k $22.7m $22.7m 0.00% Added +61.6k +61,635
5 Mariner, LLC 0.03% of their portfolio Overland Park, KS 329,880329.9k $21.8m $21.8m 0.03% Added +23.8k +23,773
6 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 250,839250.8k $16.6m $16.6m 0.00% Added +24.6k +24,560
7 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 209,949209.9k $13.9m $13.9m 0.00% Added +8.8k +8,782
8 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.20% of their portfolio Seattle, WA 177,987178.0k $11.8m $11.8m 0.20% Reduced -5.1k -5,091
9 VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio San Antonio, TX 164,766164.8k $10.9m $10.9m 0.01% Unchanged
10 Apella Capital, LLC 0.15% of their portfolio WEST HARTFORD, CT 137,577137.6k $10.1m $10.1m 0.15% Added +15.0k +14,986
11 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 117,870117.9k $7.8m $7.8m 0.00% Added +11.4k +11,445
12 Pure Financial Advisors, LLC 0.11% of their portfolio SAN DIEGO, CA 114,454114.5k $7.6m $7.6m 0.11% Added +3.2k +3,241
13 N.E.W. Advisory Services LLC 0.49% of their portfolio DE PERE, WI 99,982100.0k $6.6m $6.6m 0.49% Reduced -1.1k -1,052
14 Welch Financial Planning, LLC 4.01% of their portfolio BOULDER, CO 84,27484.3k $5.6m $5.6m 4.01% Added +2.1k +2,139
15 BIP Wealth, LLC 0.23% of their portfolio ATLANTA, GA 83,82383.8k $5.5m $5.5m 0.23% Reduced -11.8k -11,779
16 Transamerica Financial Advisors, LLC 0.43% of their portfolio CEDAR RAPIDS, IA 76,32376.3k $5.0m $5.0m 0.43% Reduced -7.6k -7,619
17 OLD MISSION CAPITAL LLC 0.12% of their portfolio CHICAGO, IL 76,15376.2k $5.0m $5.0m 0.12% Added +67.0k +66,991
18 WESCAP Management Group, Inc. 0.91% of their portfolio Glendale, CA 69,84869.8k $4.6m $4.6m 0.91% Added +311 +311
19 Checchi Capital Advisers, LLC 0.27% of their portfolio BEVERLY HILLS, CA 60,26460.3k $4.0m $4.0m 0.27% Reduced -1.8k -1,819
20 rebel Financial LLC 1.73% of their portfolio GROVEPORT, OH 60,20960.2k $4.0m $4.0m 1.73% Added +575 +575
21 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 59,10759.1k $3.9m $3.9m 0.00% Added +3.8k +3,753
22 RPg Family Wealth Advisory, LLC 0.78% of their portfolio BURLINGTON, MA 56,76956.8k $3.8m $3.8m 0.78% Added +4.3k +4,334
23 Risk Paradigm Group, LLC 3.20% of their portfolio BURLINGTON, MA 56,68656.7k $3.7m $3.7m 3.20% Added +2.5k +2,494
24 Beacon Pointe Advisors, LLC 0.02% of their portfolio NEWPORT BEACH, CA 54,49454.5k $3.6m $3.6m 0.02% Added +5.9k +5,933
25 WADDELL & ASSOCIATES, LLC 0.20% of their portfolio MEMPHIS, TN 53,58353.6k $3.5m $3.5m 0.20% Reduced -593.9k -593,866
26 Johnson Financial Group, LLC 0.23% of their portfolio Denver, CO 52,94352.9k $3.5m $3.5m 0.23% Reduced -8.0k -8,021
27 BlackRock, Inc. 0.00% of their portfolio New York, NY 52,26352.3k $3.5m $3.5m 0.00% Added +3.7k +3,724
28 Tortoise Investment Management, LLC 0.28% of their portfolio WHITE PLAINS, NY 51,46351.5k $3.4m $3.4m 0.28% Reduced -10.2k -10,215
29 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 49,41449.4k $3.3m $3.3m 0.00% Added +6.1k +6,076
30 VISTA INVESTMENT MANAGEMENT 1.06% of their portfolio PITTSBURGH, PA 47,92347.9k $3.2m $3.2m 1.06% Added +2.0k +1,979
31 Focus Partners Advisor Solutions, LLC 0.03% of their portfolio SAINT LOUIS, MO 46,83146.8k $3.1m $3.1m 0.03% Added +16.7k +16,712
32 Brady Martz Wealth Solutions, LLC 0.52% of their portfolio GRAND FORKS, ND 46,54946.5k $3.1m $3.1m 0.52% Added +17.1k +17,143
33 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 44,38244.4k $2.9m $2.9m 0.02% Added +396 +396
34 Sepio Capital, LP 0.16% of their portfolio Salt Lake City, UT 43,86643.9k $2.9m $2.9m 0.16% Reduced -262 -262
35 Texas Yale Capital Corp. 0.08% of their portfolio ST. PETERSBURG, FL 43,69143.7k $2.9m $2.9m 0.08% Added +435 +435
36 AE Wealth Management LLC 0.02% of their portfolio TOPEKA, KS 42,60342.6k $2.8m $2.8m 0.02% Added +11.0k +10,972
37 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 42,06342.1k $2.8m $2.8m 0.00% Added +2.0k +2,036
38 Financial Strategies Group, Inc. 0.50% of their portfolio OKEMOS, MI 41,95742.0k $3.0m $3.0m 0.50% Added +2.8k +2,841
39 MARTIN & CO INC /TN/ 0.47% of their portfolio Knoxville, TN 41,57541.6k $2.7m $2.7m 0.47% Added +659 +659
40 CABOT WEALTH MANAGEMENT INC 0.32% of their portfolio BEVERLY, MA 41,43341.4k $2.7m $2.7m 0.32% Added +9.1k +9,096
41 Cascade Financial Partners, LLC 0.28% of their portfolio SAN DIEGO, CA 40,36740.4k $2.7m $2.7m 0.28% Added +6.9k +6,930
42 MUSTICO FINANCIAL GROUP, INC. 1.68% of their portfolio ELMIRA, NY 33,41533.4k $2.4m $2.4m 1.68% Reduced -20 -20
43 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 33,13733.1k $2.2m $2.2m 0.00% Added +29.3k +29,279
44 Merit Financial Group, LLC 0.02% of their portfolio ALPHARETTA, GA 33,12433.1k $2.2m $2.2m 0.02% Reduced -3.0k -3,009
45 NTV Asset Management LLC 0.24% of their portfolio Charleston, WV 32,82532.8k $2.2m $2.2m 0.24% Added +175 +175
46 CarsonAllaria Wealth Management, Ltd. 1.04% of their portfolio GLEN CARBON, IL 31,86931.9k $2.1m $2.1m 1.04% Added +561 +561
47 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 29,90729.9k $2.0m $2.0m 0.00% Reduced -292 -292
48 OneDigital Investment Advisors LLC 0.02% of their portfolio OVERLAND PARK, KS 28,87928.9k $1.9m $1.9m 0.02% Reduced -585 -585
49 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 28,32328.3k $1.9m $1.9m 0.00% Added +30 +30
50 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 27,89127.9k $1.8m $1.8m 0.01% Reduced -22.7k -22,743
51 Bluespring Wealth Management, LLC 0.16% of their portfolio AUSTIN, TX 27,51427.5k $1.8m $1.8m 0.16% Added +3.6k +3,558
52 UBS Group AG 0.00% of their portfolio ZURICH, V8 26,20626.2k $1.7m $1.7m 0.00% Added +2.0k +2,026
53 Regal Investment Advisors LLC 0.10% of their portfolio KENTWOOD, MI 26,20326.2k $1.7m $1.7m 0.10% Added +462 +462
54 Stratos Wealth Partners, LTD. 0.02% of their portfolio BEACHWOOD, OH 25,60225.6k $1.7m $1.7m 0.02% Added +472 +472
55 Legacy Wealth Partners, LLC 0.41% of their portfolio Lakewood, CO 24,79324.8k $1.6m $1.6m 0.41% Added +3.2k +3,227
56 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 20,31220.3k $1.3m $1.3m 0.00% Reduced -670 -670
57 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 20,05420.1k $1.3m $1.3m 0.00% Added +3.5k +3,475
58 Michels Family Financial, LLC 0.93% of their portfolio FORT WORTH, TX 19,56719.6k $1.3m $1.3m 0.93% Added +430 +430
59 HANCOCK WHITNEY CORP 0.02% of their portfolio GULFPORT, MS 17,57017.6k $1.3m $1.3m 0.02% Added +6.4k +6,418
60 Greenspring Advisors, LLC 0.07% of their portfolio Towson, MD 16,82216.8k $1.1m $1.1m 0.07% Added +2.2k +2,164
61 SMITH, MOORE & CO. 0.08% of their portfolio CLAYTON, MO 16,50316.5k $1.1m $1.1m 0.08% Added +180 +180
62 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 16,13316.1k $1.1m $1.1m 0.01% Reduced -200 -200
63 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 15,80415.8k $1.0m $1.0m 0.00% Reduced -1.9k -1,912
64 WHITE PINE CAPITAL LLC 0.14% of their portfolio BLOOMINGTON, MN 14,80014.8k $978.6k $978.6k 0.14% Added +7.4k +7,400
65 Spire Wealth Management 0.03% of their portfolio MCLEAN, VA 14,72514.7k $973.6k $973.6k 0.03% Added +520 +520
66 Balefire, LLC 0.17% of their portfolio DALLAS, TX 13,89013.9k $918.4k $918.4k 0.17% Added +614 +614
67 Jacobs Equity LLC 0.90% of their portfolio DRAPER, UT 13,50113.5k $1.0m $1.0m 0.90% Added +94 +94
68 Essex Financial Services, Inc. 0.05% of their portfolio ESSEX, CT 13,23013.2k $874.8k $874.8k 0.05% Unchanged
69 Cassaday & Co Wealth Management LLC 0.02% of their portfolio MCLEAN, VA 12,75312.8k $843.2k $843.2k 0.02% Added +58 +58
70 Powerhouse Assets LLC 0.69% of their portfolio LINCOLN, MA 11,99812.0k $793.3k $793.3k 0.69% Added +730 +730
71 Heartwood Wealth Advisors LLC 0.07% of their portfolio RICHMOND, VA 11,61611.6k $768.0k $768.0k 0.07% New
72 Geneos Wealth Management Inc. 0.02% of their portfolio ENGLEWOOD, CO 11,56911.6k $764.9k $764.9k 0.02% Added +2.0k +1,994
73 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 11,49411.5k $761.0k $761.0k 0.00% Reduced -8.4k -8,439
74 Alesco Advisors, LLC, An ESL Co 0.02% of their portfolio Pittsford, NY 10,58310.6k $699.7k $699.7k 0.02% Added +505 +505
75 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 10,26510.3k $678.7k $678.7k 0.01% Added +1.2k +1,176
76 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 10,19810.2k $674.0k $674.0k 0.00% Added +81 +81
77 Rockingstone Advisors LLC 0.30% of their portfolio GREAT BARRINGTON, MA 9,95410.0k $658.2k $658.2k 0.30% Reduced -510 -510
78 Algorithmic Investment Models, LLC 0.76% of their portfolio Boston, MA 9,2619.3k $612.3k $612.3k 0.76% Added +416 +416
79 Cyr Financial Inc. 0.36% of their portfolio HENNEPIN, IL 9,2429.2k $611.1k $611.1k 0.36% Reduced -2.1k -2,060
80 Omega Financial Group, LLC 0.20% of their portfolio Santa Barbara, CA 9,0449.0k $598.0k $598.0k 0.20% Reduced -910 -910
81 Capital Developers, LLC 0.53% of their portfolio Greenville, NC 8,9789.0k $593.6k $593.6k 0.53% Reduced -1.2k -1,245
82 Atria Investments, Inc 0.01% of their portfolio Charlotte, NC 8,9719.0k $593.2k $593.2k 0.01% Added +2.5k +2,528
83 Perigon Wealth Management, LLC 0.01% of their portfolio SAN FRANCISCO, CA 8,9028.9k $588.6k $588.6k 0.01% Added +27 +27
84 Gateway Wealth Partners, LLC 0.02% of their portfolio APPLETON, WI 8,9008.9k $588.5k $588.5k 0.02% New
85 HighRoad Wealth Advisors, LLC 0.57% of their portfolio COOS BAY, OR 8,7508.8k $578.5k $578.5k 0.57% Unchanged
86 Compound Planning, Inc. 0.02% of their portfolio NEW YORK, NY 8,6498.6k $571.9k $571.9k 0.02% Reduced -812 -812
87 Independent Advisor Alliance 0.01% of their portfolio CHARLOTTE, NC 8,5008.5k $562.0k $562.0k 0.01% New
88 Camelot Portfolios, LLC 0.41% of their portfolio Maumee, OH 8,2898.3k $548.1k $548.1k 0.41% Reduced -2.4k -2,438
89 Index Fund Advisors, Inc. 0.02% of their portfolio IRVINE, CA 8,2338.2k $544.3k $544.3k 0.02% Added +31 +31
90 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 8,0258.0k $530.6k $530.6k 0.00% Reduced -3.4k -3,445
91 VestGen Investment Management 0.27% of their portfolio EGG HARBOR TOWNSHIP, NJ 7,5407.5k $498.5k $498.5k 0.27% Added +900 +900
92 180 WEALTH ADVISORS, LLC 0.06% of their portfolio FEDERAL WAY, WA 7,4057.4k $489.6k $489.6k 0.06% Added +345 +345
93 Bright Futures Wealth Management, LLC. 0.32% of their portfolio WEBSTER, NY 14580, NY 7,1417.1k $472.2k $472.2k 0.32% Added +32 +32
94 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 7,1257.1k $469.7k $469.7k 0.00% Reduced -6.0k -6,007
95 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 6,4666.5k $419.6k $419.6k 0.00% Added +811 +811
96 Shore Point Advisors, LLC 0.17% of their portfolio BRIELLE, NJ 6,4256.4k $424.9k $424.9k 0.17% Added +63 +63
97 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 6,1396.1k $405.9k $405.9k 0.00% Reduced -507 -507
98 Life Planning Partners, Inc 0.30% of their portfolio JACKSONVILLE, FL 6,0006.0k $396.7k $396.7k 0.30% Unchanged
99 FIRST HORIZON CORP 0.02% of their portfolio MEMPHIS, TN 5,9846.0k $395.7k $395.7k 0.02% Unchanged
100 Sowell Financial Services LLC 0.01% of their portfolio NORTH LITTLE ROCK, AR 5,5715.6k $368.4k $368.4k 0.01% Reduced -75 -75