State Street SPDR S&P EmergiEWXETF

13F holders, Q1 2024 (March 31)
161holders
1famous investor
$55.88avg. 13F price*

At the end of Q1 2024, 161 institutions reported holding State Street SPDR S&P Emergi (EWX) in their 13F filings. The largest holders were Creative Planning ($188.8M), New York Life Investment Management LLC ($86.8M) and Bank of America Corp. ($52.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
State Street SPDR S&P Emergi
Filed as
SPDR INDEX SHS FDS (Q1 2024)
CUSIP
78463X756
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 161Q1 2024Q2 2024: 161Q2 2024Q3 2024: 170Q3 2024Q4 2024: 171Q4 2024Q1 2025: 159Q1 2025Q2 2025: 163Q2 2025Q3 2025: 168Q3 2025Q4 2025: 193Q4 2025Q1 2026: 188Q1 2026Q2 2026: 186Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions22$24.5M
Exits11$11.7M

Ownership 161 holders

Creative Planning 0.21% Reduce -14.8% 3,384,368 $188.8M
New York Life Investment Management LLC 0.86% Reduce -13.8% 1,555,765 $86.8M
Bank of America Corp. 0.01% Add +46.4% 948,711 $52.9M
Waddell & Associates, LLC 4.28% Reduce -0.3% 567,447 $31.7M
Affinity Wealth Management LLC 3.39% Add +0.9% 327,813 $18.3M
LPL Financial LLC 0.01% Add +73.4% 312,431 $17.4M
Mariner, LLC 0.04% Add +5.8% 304,683 $17.0M
Morgan Stanley 0.00% Add +15.6% 233,267 $13.0M
Jane Street Group, LLC 0.02% New 227,986 $12.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.32% Reduce -1.7% 185,657 $10.4M
N.E.W. Advisory Services LLC 1.03% Reduce -2.7% 165,589 $9.2M
Victory Capital Management Inc. 0.01% No change 164,766 $9.2M
Wells Fargo & Company 0.00% Add +14.2% 158,643 $8.9M
Ameriprise Financial Inc. 0.00% Add +41.5% 146,965 $8.2M
Venturi Wealth Management, LLC 0.40% Add +7.8% 111,988 $6.2M
Citadel Advisors 0.01% Add +1621.1% 96,191 $5.4M
Pure Financial Advisors, LLC 0.16% Add +0.5% 93,648 $5.2M
BIP Wealth, LLC 0.37% Add +6.6% 91,876 $5.1M
Mgo One Seven LLC 0.26% Add +3.2% 91,089 $5.1M
Transamerica Financial Advisors, LLC 0.47% Add +10.5% 82,432 $4.6M
Redhawk Wealth Advisors, Inc. 0.73% Add +19.1% 80,831 $4.5M
WESCAP Management Group, Inc. 1.25% Add +1.5% 77,303 $4.3M
RPg Family Wealth Advisory, LLC 1.31% Add +51.6% 74,029 $4.1M
Royal Bank of Canada 0.00% Add +188.2% 69,964 $3.9M
Apella Capital, LLC 0.19% Add +17.1% 66,575 $3.8M
Tortoise Investment Management, LLC 0.42% Add +1.9% 62,093 $3.5M
Checchi Capital Advisers, LLC 0.25% Add +4.4% 58,209 $3.2M
Mason & Associates Inc 0.86% New 57,483 $3.2M
Sepio Capital, LP 0.21% Reduce -3.6% 43,122 $2.4M
Martin & Co. Inc. 0.57% Reduce -1.8% 41,608 $2.3M
Envestnet Asset Management Inc. 0.00% Add +0.1% 41,482 $2.3M
Equitable Holdings, Inc. 0.03% Add +1.0% 40,717 $2.3M
Cabot Wealth Management Inc. 0.28% Reduce -1.8% 38,506 $2.1M
CarsonAllaria Wealth Management, Ltd. 1.35% Add +1.4% 38,464 $2.1M
OneDigital Investment Advisors LLC 0.03% Reduce -2.2% 37,734 $2.1M
Stratos Wealth Partners, LTD. 0.04% Reduce -0.1% 37,424 $2.1M
Old Mission Capital LLC 0.05% New 37,190 $2.1M
Financial Strategies Group, Inc. 0.54% Reduce -1.8% 34,944 $2.0M
Merriman Wealth Management, LLC 0.09% Reduce -1.2% 35,323 $2.0M
Susquehanna International Group, LLP 0.00% New 34,668 $1.9M
Johnson Financial Group, LLC 0.24% Add +25.3% 33,951 $1.9M
Texas Yale Capital Corp. 0.08% Add +2.0% 33,209 $1.9M
Cambridge Investment Research Advisors, Inc. 0.01% Add +12.5% 32,058 $1.8M
Cibc World Market Inc. 0.00% Add +1.3% 31,864 $1.8M
Crestone Asset Management LLC 0.35% No change 31,400 $1.8M
Financial Advocates Investment Management 0.10% Reduce -20.4% 30,390 $1.7M
Commonwealth Equity Services, LLC 0.00% Add +51.6% 27,184 $1.5M
Cascade Financial Partners, LLC 0.22% — 27,045 $1.5M
Kathleen S. Wright Associates Inc. 0.70% Reduce -1.6% 26,509 $1.5M
JPMorgan Chase & Co. 0.00% Add +21.9% 25,550 $1.4M
UBS Group AG 0.00% Add +37.7% 24,665 $1.4M
Rockingstone Advisors LLC 0.71% Reduce -6.0% 24,560 $1.4M
Cetera Investment Advisers 0.00% Add +108.8% 24,272 $1.4M
Baird Financial Group, Inc. 0.00% Add +58.5% 24,054 $1.3M
Osaic Holdings, Inc. 0.00% Add +5.5% 22,884 $1.3M
AE Wealth Management LLC 0.01% Reduce -28.9% 22,471 $1.3M
Vista Investment Management 0.48% Add +13.8% 21,037 $1.2M
Maryland Capital Advisors Inc. 0.66% Add +1.6% 19,114 $1.1M
JFG Wealth Management, LLC 0.26% Add +38.8% 17,333 $967K
Alesco Advisors, LLC, An ESL Co 0.03% Add +4.1% 17,282 $964K
SageView Advisory Group, LLC 0.05% New 4,687 $964K
Advisory Services Network, LLC 0.02% Reduce -0.3% 17,073 $953K
Twin Focus Capital Partners, LLC 0.18% Reduce -21.9% 16,933 $945K
Merit Financial Group, LLC 0.02% Add +14.7% 16,123 $938K
Bank of Montreal 0.00% Add +1543.9% 16,554 $932K
Smith, Moore & Co. 0.10% Reduce -2.0% 16,294 $909K
MML Investors Services, LLC 0.00% Reduce -6.2% 15,787 $881K
B. Riley Wealth Advisors, Inc. 0.02% Add +0.7% 16,445 $879K
Austin Wealth Management, LLC 0.21% Add +3.0% 14,125 $828K
Cassaday & Co Wealth Management LLC 0.03% Reduce -6.6% 14,050 $784K
Camelot Portfolios, LLC 0.75% Reduce -22.5% 13,824 $771K
Flow Traders U.S. LLC 0.04% New 13,728 $766K
Essex Financial Services, Inc. 0.07% No change 13,230 $738K
Spire Wealth Management 0.01% Add +8.4% 12,060 $673K
Omega Financial Group, LLC 0.27% Reduce -4.1% 11,764 $656K
Regal Investment Advisors LLC 0.04% Add +0.0% 11,590 $647K
Sowell Financial Services LLC 0.03% Add +3.1% 11,292 $630K
Corient Private Wealth LP 0.00% Add +3.1% 10,001 $558K
Index Fund Advisors, Inc. 0.03% Add +1.4% 9,672 $540K
New Millennium Group LLC 0.41% Add +12.2% 9,618 $537K
Sound Stewardship, LLC 0.32% Reduce -2.9% 9,575 $534K
Shore Point Advisors, LLC 0.29% Add +4.5% 9,110 $508K
Hancock Whitney Corp. 0.02% Reduce -44.1% 8,652 $483K
Bluespring Wealth Management, LLC 0.05% Reduce -2.0% 8,635 $482K
Cresset Asset Management, LLC 0.00% No change 8,356 $466K
WealthCare Investment Partners, LLC 0.22% Add +13.2% 8,338 $465K
Solano Wealth Management, Inc. 0.24% New 7,795 $435K
Comerica Bank 0.00% Add +0.1% 7,765 $433K
Valmark Advisers, Inc. 0.01% Reduce -2.3% 7,753 $433K
Addison Advisors LLC 0.15% Reduce -2.5% 7,705 $430K
Buckingham Strategic Wealth, LLC 0.00% Reduce -0.5% 7,124 $398K
Garde Capital, Inc. 0.03% New 7,015 $391K
180 Wealth Advisors, LLC 0.07% Add +1.5% 6,986 $390K
White Pine Capital LLC 0.15% Reduce -1.2% 6,840 $388K
Mercer Global Advisors Inc. 0.00% New 6,912 $386K
Raymond James & Associates 0.00% Reduce -3.2% 6,876 $384K
Compound Planning, Inc. 0.03% Add +17.9% 6,757 $377K
First Horizon Advisors, Inc. 0.01% Reduce -0.8% 6,309 $352K
3EDGE Asset Management, LP 0.03% New 6,239 $348K
Raymond James Financial Services Advisors, Inc. 0.00% New 6,220 $347K
Thoroughbred Financial Services, LLC 0.03% Reduce -20.8% 6,121 $341K
Life Planning Partners, Inc 0.33% No change 6,000 $335K
Whittier Trust Co. 0.00% Reduce -8.3% 5,778 $322K
Wealthcare Advisory Partners LLC 0.01% Add +2.8% 5,734 $320K
Watershed Private Wealth LLC 0.13% New 5,348 $298K
MainStreet Investment Advisors LLC 0.04% No change 5,324 $297K
Private Advisor Group, LLC 0.00% Reduce -4.9% 5,249 $293K
Rehmann Capital Advisory Group 0.02% Add +4.7% 5,213 $291K
Integrated Advisors Network LLC 0.01% No change 5,139 $287K
Wealthfront Advisers LLC 0.00% Add +12.0% 5,129 $286K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -6.0% 5,004 $279K
Investment Advisory Group, LLC 0.11% New 4,869 $272K
Northwestern Mutual Wealth Management Co. 0.00% Add +110.0% 4,583 $256K
Bank of New York Mellon Corp 0.00% Reduce -82.8% 4,368 $244K
Montis Financial, LLC 0.11% No change 4,062 $227K
Falcon Wealth Planning 0.04% Reduce -5.0% 4,027 $225K
Daymark Wealth Partners, LLC 0.01% No change 4,000 $223K
HF Advisory Group, LLC 0.12% New 3,936 $220K
Principal Securities, Inc. 0.01% Add +86.8% 3,933 $219K
Sequent Asset Management, LLC 0.11% No change 3,784 $211K
O'shaughnessy Asset Management, LLC 0.00% No change 2,147 $120K
FMR LLC 0.00% Add +195.5% 2,018 $113K
Whittier Trust Co. of Nevada Inc. 0.00% Add +40.9% 1,804 $101K
NewEdge Advisors, LLC 0.00% No change 1,571 $88K
Allworth Financial LP 0.00% Reduce -12.8% 1,532 $85K
Farther Finance Advisors, LLC 0.01% Add +148200.0% 1,483 $84K
Beaird Harris Wealth Management, LLC 0.01% Add +11.4% 1,332 $74K
Blair William & Co. 0.00% No change 1,220 $68K
Geneos Wealth Management Inc. 0.00% Add +18.8% 1,214 $68K
Cardiff Park Advisors, LLC 0.01% No change 1,203 $67K
Continuum Advisory, LLC 0.01% New 1,134 $65K
Resources Management Corp. /CT/ 0.01% No change 875 $49K
AdvisorNet Financial, Inc 0.00% No change 841 $47K
Qube Research & Technologies Ltd 0.00% Add +18.9% 829 $46K
Clearstead Advisors, LLC 0.00% No change 765 $44K
TD Capital Management LLC 0.00% Reduce -8.3% 778 $43K
Harbour Investments, Inc. 0.00% Reduce -3.3% 756 $42K
Fernwood Investment Management, LLC 0.01% New 675 $38K
CoreCap Advisors, LLC 0.00% New 648 $36K
Cherry Tree Wealth Management, LLC 0.01% No change 561 $31K
Montag A & Associates Inc. 0.00% No change 559 $31K
4Thought Financial Group Inc. 0.02% Add +1.6% 448 $25K
US Bancorp \de 0.00% Reduce -50.3% 411 $23K
Private Trust Co. NA 0.00% Add +144.6% 362 $20K
Cassady Schiller Wealth Management, LLC 0.01% No change 225 $13K
PNC Financial Services Group, Inc. 0.00% Reduce -60.5% 208 $12K
Retirement Group, LLC 0.00% No change 200 $11K
Global Retirement Partners, LLC 0.00% Reduce -80.0% 189 $11K
Asset Dedication, LLC 0.00% Reduce -2.1% 187 $10K
Cwm, LLC 0.00% New 176 $10K
Raleigh Capital Management Inc. 0.00% New 135 $8K
Aptus Capital Advisors, LLC 0.00% Reduce -79.2% 79 $4K
Avior Wealth Management, LLC 0.00% New 66 $4K
Investors Research Corp 0.00% No change 45 $3K
Capital Investment Advisory Services, LLC 0.00% No change 29 $2K
First Command Advisory Services, Inc. 0.00% No change 18 $1K
Lanark Financial, Inc. 0.00% New 11 $1K
Archer Investment Corp 0.00% New 16 $893
REAP Financial Group, LLC 0.00% No change 16 $893
Central Pacific Bank - Trust Division 0.00% — 2 $113
Tower Research Capital LLC (TRC) 0.00% Reduce -50.0% 2 $112

"% of holder's portfolio" is EWX's weight in each manager's 13F, not the share of State Street SPDR S&P Emergi the manager owns.