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State Street SPDR S&P Emerging Markets Small Cap ETF

158 hedge funds and large institutions have $437M invested in State Street SPDR S&P Emerging Markets Small Cap ETF in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 51 increasing their positions, 45 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 45

0.79% less ownership

Funds ownership: 69.15%68.36% (-0.79%)

8% less funds holding

Funds holding: 171158 (-13)

9% less capital invested

Capital invested by funds: $478M → $437M (-$41.1M)

50% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 20

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $23K

Holders
158
Holders Change
-13
Holders Change %
-7.6%
% of All Funds
2.12%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
51
Reduced
45
Closed
20
Calls
Puts
$23K
Net Calls
-$23K
Net Calls Change
+$206K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
1
Creative Planning
Kansas
$126M -$11.1M -192,125 -8%
Bank of America
2
Bank of America
North Carolina
$42.8M -$1.17M -20,274 -3%
WA
3
Waddell & Associates
Tennessee
$34.8M +$779K +13,461 +2%
Mariner
4
Mariner
Kansas
$17.8M +$157K +2,716 +0.9%
Morgan Stanley
5
Morgan Stanley
New York
$13.5M +$4.15M +71,754 +43%
LPL Financial
6
LPL Financial
California
$12.3M -$7.23M -124,873 -36%
Wells Fargo
7
Wells Fargo
California
$11.4M -$35.5K -613 -0.3%
EWM
8
Empirical Wealth Management
Washington
$10.5M +$26.7K +462 +0.3%
Victory Capital Management
9
Victory Capital Management
Texas
$9.33M
Ameriprise
10
Ameriprise
Minnesota
$7.95M +$246K +4,250 +3%
NEWAS
11
N.E.W. Advisory Services
Wisconsin
$7.39M +$716K +12,375 +10%
PFA
12
Pure Financial Advisors
California
$6.79M +$1.08M +18,709 +18%
BW
13
BIP Wealth
Georgia
$6.19M -$542K -9,361 -8%
AC
14
Apella Capital
Connecticut
$5.23M +$424K +7,325 +8%
TFA
15
Transamerica Financial Advisors
Florida
$5.07M +$331K +5,715 +7%
OMC
16
Old Mission Capital
Illinois
$4.23M +$1.16M +19,968 +36%
WMG
17
WESCAP Management Group
California
$4.04M -$362K -6,249 -8%
CF
18
Cyr Financial
Illinois
$3.95M +$109K +1,876 +3%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$3.69M +$3.78M +65,238 New
TIM
20
Tortoise Investment Management
New York
$3.63M +$50.9K +880 +1%
CCA
21
Checchi Capital Advisers
California
$3.48M +$379K +6,540 +12%
JFGLC
22
Johnson Financial Group LLC (Colorado)
Colorado
$3.47M -$910K -15,725 -20%
RFWA
23
RPg Family Wealth Advisory
Massachusetts
$3.2M -$1.01M -17,371 -24%
BWL
24
Bogart Wealth LLC
Virginia
$3.11M +$3.18M +54,890 New
MFG
25
Merit Financial Group
Georgia
$2.98M -$1.31M -22,558 -30%

EWX Hedge Fund Activity: Q1 2025 in Review

158 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) for Q1 2025, worth a combined $437M — down 8.6% from $478M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of EWX and 10 opened new positions — a net loss of 10 holders — while 45 trimmed existing stakes and 51 added.

The largest buyer was Morgan Stanley, adding an estimated $4.15M. The largest seller was Creative Planning, cutting an estimated $11.1M.

  • 158 institutional investors held State Street SPDR S&P Emerging Markets Small Cap ETF (EWX) as of Q1 2025, down from 171 in Q4 2024.
  • Funds reported $437M of State Street SPDR S&P Emerging Markets Small Cap ETF stock for Q1 2025, down 8.6% quarter-over-quarter.
  • 10 funds opened new State Street SPDR S&P Emerging Markets Small Cap ETF positions in Q1 2025 and 20 closed out, a net change of -10 holders.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF buyer in Q1 2025 was Morgan Stanley, an estimated $4.15M added.
  • The largest State Street SPDR S&P Emerging Markets Small Cap ETF seller in Q1 2025 was Creative Planning, an estimated $11.1M sold.

Based on aggregated 13F filings for Q1 2025.