State Street SPDR S&P EmergiEWXETF

13F holders, Q4 2024 (December 31)
171holders +1
11new positions
21sold out
1famous investor
$58.59avg. 13F price*

At the end of Q4 2024, 171 institutions reported holding State Street SPDR S&P Emergi (EWX) in their 13F filings, up 1 from Q3 2024. 11 opened new positions and 21 sold out. The largest holders were Creative Planning ($141.3M), Bank of America Corp. ($45.5M) and Waddell & Associates, LLC ($35.3M). 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 (Q4 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions11$2.5M
Exits21$19.7M

All 13F filers, Q3 2024 → Q4 2024: 376,605 shares bought and 761,349 shares sold, net −384,744 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 171 holders

Creative Planning 0.14% Reduce -9.5% 2,411,399 $141.3M
Bank of America Corp. 0.00% Reduce -7.8% 776,662 $45.5M
Waddell & Associates, LLC 3.59% Add +1.6% 601,576 $35.3M
LPL Financial LLC 0.01% Add +12.9% 342,202 $20.1M
Mariner, LLC 0.03% Reduce -1.6% 312,376 $18.3M
Wells Fargo & Company 0.00% Add +15.4% 202,094 $11.8M
Citadel Advisors 0.01% Add +127.2% 195,706 $11.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.29% Add +1.5% 184,562 $10.8M
Morgan Stanley 0.00% Reduce -3.5% 166,550 $9.8M
Victory Capital Management Inc. 0.01% No change 164,766 $9.7M
Ameriprise Financial Inc. 0.00% Add +19.4% 136,185 $8.0M
BIP Wealth, LLC 0.47% Add +10.4% 118,682 $7.0M
N.E.W. Advisory Services LLC 0.66% Reduce -21.6% 118,209 $6.9M
Pure Financial Advisors, LLC 0.13% Add +4.4% 101,252 $5.9M
Mgo One Seven LLC 0.21% Add +1.4% 92,347 $5.4M
Apella Capital, LLC 0.21% Add +4.5% 92,301 $5.4M
Transamerica Financial Advisors, LLC 0.49% Reduce -1.6% 83,874 $4.9M
WESCAP Management Group, Inc. 1.10% Add +1.1% 77,645 $4.6M
Johnson Financial Group, LLC 0.53% Reduce -20.9% 77,040 $4.5M
Merit Financial Group, LLC 0.08% Add +6.3% 75,203 $4.4M
RPg Family Wealth Advisory, LLC 1.53% Reduce -1.4% 73,820 $4.3M
Envestnet Asset Management Inc. 0.00% Add +20.9% 69,560 $4.1M
Cyr Financial Inc. 3.63% Add +20.6% 67,959 $4.0M
Tortoise Investment Management, LLC 0.39% Add +1.0% 63,213 $3.7M
Checchi Capital Advisers, LLC 0.24% No change 54,825 $3.2M
Old Mission Capital LLC 0.07% Add +23.4% 54,815 $3.2M
Baird Financial Group, Inc. 0.01% Add +3.4% 50,086 $2.9M
Stratos Wealth Partners, LTD. 0.04% Add +5.0% 47,611 $2.8M
Commonwealth Equity Services, LLC 0.00% Add +7.0% 46,249 $2.7M
Sepio Capital, LP 0.20% Add +0.2% 42,793 $2.5M
Mason & Associates Inc 0.57% Add +6.1% 41,569 $2.4M
Equitable Holdings, Inc. 0.02% Add +0.9% 41,058 $2.4M
JFG Wealth Management, LLC 0.54% Reduce -8.7% 40,073 $2.3M
MML Investors Services, LLC 0.01% Add +22.5% 39,087 $2.3M
Martin & Co. Inc. 0.56% Reduce -3.4% 38,522 $2.3M
Raymond James Financial Inc. 0.00% — 35,894 $2.1M
CarsonAllaria Wealth Management, Ltd. 1.20% Reduce -0.1% 35,677 $2.1M
OneDigital Investment Advisors LLC 0.02% Reduce -1.8% 35,032 $2.1M
Vista Investment Management 0.77% Add +15.1% 34,770 $2.0M
Texas Yale Capital Corp. 0.08% Add +3.7% 34,384 $2.0M
Financial Strategies Group, Inc. 0.47% Add +0.1% 34,864 $2.0M
Osaic Holdings, Inc. 0.00% Add +21.1% 30,230 $1.8M
Cascade Financial Partners, LLC 0.21% Add +3.6% 28,021 $1.6M
Kathleen S. Wright Associates Inc. 0.66% Reduce -3.0% 26,938 $1.6M
Veridan Wealth LLC 0.73% — 27,136 $1.5M
Cetera Investment Advisers 0.00% Reduce -3.8% 26,316 $1.5M
Cambridge Investment Research Advisors, Inc. 0.00% Add +3.3% 23,730 $1.4M
Quartz Partners, LLC 0.80% Reduce -0.1% 22,436 $1.3M
JPMorgan Chase & Co. 0.00% Reduce -12.8% 22,359 $1.3M
Maryland Capital Advisors Inc. 0.59% Add +9.2% 21,842 $1.3M
UBS Group AG 0.00% Reduce -23.1% 20,880 $1.2M
Royal Bank of Canada 0.00% Add +7.2% 20,180 $1.2M
AE Wealth Management LLC 0.01% Reduce -5.7% 19,921 $1.2M
Advisory Services Network, LLC 0.02% Reduce -2.8% 18,676 $1.1M
Cabot Wealth Management Inc. 0.13% Reduce -53.4% 17,230 $1.0M
Michels Family Financial, LLC 0.91% — 16,939 $993K
Smith, Moore & Co. 0.09% Reduce -1.6% 15,987 $937K
Spire Wealth Management 0.03% Add +3.8% 13,858 $812K
Regal Investment Advisors LLC 0.06% Add +11.2% 13,249 $777K
Essex Financial Services, Inc. 0.05% No change 13,230 $775K
Cassaday & Co Wealth Management LLC 0.02% Reduce -1.0% 13,028 $764K
3EDGE Asset Management, LP 0.05% Add +65.0% 12,720 $746K
Austin Wealth Management, LLC 0.15% Reduce -1.1% 12,894 $737K
Ocean Park Asset Management, LLC 0.02% New 12,385 $726K
Camelot Portfolios, LLC 0.78% Reduce -3.1% 12,347 $724K
Alesco Advisors, LLC, An ESL Co 0.02% Reduce -7.5% 12,261 $719K
Summit Trail Advisors, LLC 0.03% No change 12,095 $709K
Jones Financial Companies LLLP 0.00% Add +2966.2% 11,621 $681K
Sanctuary Advisors, LLC 0.00% Reduce -2.2% 11,342 $653K
Omega Financial Group, LLC 0.24% Add +1.1% 11,027 $646K
Twin Focus Capital Partners, LLC 0.10% No change 11,000 $645K
Rockingstone Advisors LLC 0.28% Reduce -45.6% 10,676 $626K
Compound Planning, Inc. 0.03% Add +3.8% 10,480 $614K
Index Fund Advisors, Inc. 0.03% Add +1.6% 9,917 $581K
Mercer Global Advisors Inc. 0.00% Add +0.5% 9,710 $569K
Clark Capital Management Group, Inc. 0.00% New 9,696 $568K
Corient Private Wealth LP 0.00% Reduce -1.6% 9,421 $552K
B. Riley Wealth Advisors, Inc. 0.02% Add +0.6% 8,820 $517K
Addison Advisors LLC 0.13% Add +10.3% 8,270 $485K
Thoroughbred Financial Services, LLC 0.03% Add +8.1% 7,582 $444K
Independent Advisor Alliance 0.01% New 7,571 $444K
White Pine Capital LLC 0.15% Add +8.2% 7,400 $434K
Optima Capital LLC 0.28% — 6,885 $404K
Comerica Bank 0.00% Add +5.2% 6,715 $394K
180 Wealth Advisors, LLC 0.06% Reduce -0.7% 6,672 $391K
Perigon Wealth Management, LLC 0.01% Add +86.4% 6,609 $375K
Bank of New York Mellon Corp 0.00% Reduce -14.9% 6,357 $373K
First Horizon Advisors, Inc. 0.01% No change 6,309 $370K
Focus Partners Wealth 0.00% Reduce -11.7% 6,292 $369K
Sound Stewardship, LLC 0.21% Reduce -0.2% 6,063 $355K
Life Planning Partners, Inc 0.33% No change 6,000 $352K
Shore Point Advisors, LLC 0.18% Reduce -36.4% 5,854 $343K
Quantinno Capital Management LP 0.00% New 5,847 $343K
Bluespring Wealth Management, LLC 0.03% No change 5,779 $339K
Whittier Trust Co. 0.00% No change 5,766 $338K
Northwestern Mutual Wealth Management Co. 0.00% Add +31.7% 5,556 $326K
Wealthcare Advisory Partners LLC 0.01% Reduce -5.4% 5,458 $320K
Wealthfront Advisers LLC 0.00% Reduce -3.1% 5,449 $319K
Watershed Private Wealth LLC 0.12% No change 5,348 $313K
Principal Securities, Inc. 0.01% Add +7.4% 5,335 $313K

"% 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.

Show all 171 holders