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Disclosery

EWX SPDR INDEX SHS FDS

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S&P EMKTSC ETF (fund)

172 managers (172 13F filers) reported a position in EWX shares at 2024-12-31, 8,159,872 shares in all. 11 filers opened a position and 21 filers sold out during the quarter.

Managers
172
13F filers
172
New
11
Added
63
Reduced
48
Sold out
21
Shares held by filers
8,159,872

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Creative Planningin group Creative Planning2,411,399$141M0.14%-254,28813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/776,662$45.5M<0.01%-65,24313F-HRTimelineGroup
WADDELL & ASSOCIATES, LLC601,576$35.3M3.59%+9,57913F-HR/ATimeline
LPL Financial LLC342,202$20.1M0.01%+39,22913F-HRTimeline
Mariner, LLCin group Mariner, LLC312,376$18.3M0.03%-5,25513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN202,094$11.8M<0.01%+27,03113F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC195,706$11.5M0.01%+109,56813F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…184,562$10.8M0.29%+2,77713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY166,550$9.76M<0.01%-6,12113F-HR/ATimelineGroup
VICTORY CAPITAL MANAGEMENT INC164,766$9.66M0.01%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC136,185$7.98M<0.01%+22,12413F-HRTimelineGroup
BIP Wealth, LLC118,682$6.96M0.47%+11,14613F-HRTimeline
N.E.W. Advisory Services LLC118,209$6.93M0.66%-32,61113F-HRTimeline
Pure Financial Advisors, LLC101,252$5.93M0.13%+4,28813F-HRTimeline
MGO ONE SEVEN LLC92,347$5.41M0.21%+1,31013F-HRTimeline
Apella Capital, LLC92,301$5.41M0.21%+4,00513F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…83,874$4.92M0.49%-1,37913F-HRTimelineGroup
WESCAP Management Group, Inc.77,645$4.55M1.1%+87113F-HRTimeline
Johnson Financial Group, LLC77,040$4.52M0.53%-20,39613F-HRTimeline
Merit Financial Group, LLC75,203$4.41M0.08%+4,46513F-HRTimeline
RPg Family Wealth Advisory, LLC73,820$4.33M1.53%-1,08113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC69,560$4.08M<0.01%+12,02413F-HRTimelineGroup
Cyr Financial Inc.67,959$3.98M3.63%+11,62313F-HRTimeline
Tortoise Investment Management, LLC63,213$3.7M0.39%+63513F-HR/ATimeline
Checchi Capital Advisers, LLC54,825$3.21M0.24%013F-HRTimeline
OLD MISSION CAPITAL LLC54,815$3.21M0.07%+10,40213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.50,086$2.94M0.01%+1,62213F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.47,611$2.79M0.04%+2,28313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC46,249$2.71M<0.01%+3,04613F-HRTimeline
Sepio Capital, LP42,793$2.51M0.2%+9513F-HRTimeline
Mason & Associates Inc41,569$2.44M0.57%+2,37913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.41,058$2.41M0.02%+35013F-HRTimelineGroup
JFG Wealth Management, LLC40,073$2.35M0.54%-3,83413F-HRTimeline
MML INVESTORS SERVICES, LLC39,087$2.29M0.01%+7,17613F-HRTimeline
MARTIN & CO INC /TN/38,522$2.26M0.56%-1,37113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC35,894$2.1M<0.01%13F-HR/ATimelineGroup
CarsonAllaria Wealth Management, Ltd.35,677$2.09M1.2%-2813F-HRTimeline
OneDigital Investment Advisors LLC35,032$2.05M0.02%-64413F-HRTimeline
VISTA INVESTMENT MANAGEMENT34,770$2.04M0.77%+4,56813F-HRTimeline
Texas Yale Capital Corp.34,384$2.02M0.08%+1,22513F-HRTimeline
Financial Strategies Group, Inc.34,864$1.95M0.47%+3413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.30,230$1.77M<0.01%+5,26913F-HR/ATimelineGroup
Cascade Financial Partners, LLC28,021$1.64M0.21%+97613F-HRTimeline
Kathleen S. Wright Associates Inc.26,938$1.58M0.66%-82013F-HRTimeline
Veridan Wealth LLC27,136$1.55M0.73%13F-HRTimeline
Cetera Investment Advisers26,316$1.54M<0.01%-1,03113F-HRTimeline
Cambridge Investment Research Advisors,…23,730$1.39M<0.01%+75713F-HRTimeline
Quartz Partners, LLC22,436$1.31M0.8%-2413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO22,359$1.31M<0.01%-3,28313F-HRTimelineGroup
MARYLAND CAPITAL ADVISORS INC.21,842$1.28M0.59%+1,83213F-HRTimeline
UBS Group AGin group UBS Group AG20,880$1.22M<0.01%-6,26413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA20,180$1.18M<0.01%+1,34913F-HRTimelineGroup
AE Wealth Management LLC19,921$1.17M0.01%-1,20513F-HRTimeline
Advisory Services Network, LLC18,676$1.09M0.02%-54513F-HRTimeline
CABOT WEALTH MANAGEMENT INC17,230$1.01M0.13%-19,76213F-HRTimeline
Michels Family Financial, LLC16,939$993K0.91%13F-HRTimeline
SMITH, MOORE & CO.15,987$937K0.09%-25213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management13,858$812K0.03%+50513F-HRTimelineGroup
Regal Investment Advisors LLC13,249$777K0.06%+1,33413F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.13,230$775K0.05%013F-HRTimelineGroup
Cassaday & Co Wealth Management LLC13,028$764K0.02%-13213F-HRTimeline
3EDGE Asset Management, LP12,720$746K0.05%+5,01113F-HRTimeline
Austin Wealth Management, LLC12,894$737K0.15%-14213F-HRTimeline
Ocean Park Asset Management, LLC12,385$726K0.02%new13F-HRTimeline
Camelot Portfolios, LLC12,347$724K0.78%-40113F-HRTimeline
Alesco Advisors, LLC, An ESL Co12,261$719K0.02%-1,00113F-HRTimeline
Summit Trail Advisors, LLC12,095$709K0.03%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP11,621$681K<0.01%+11,24213F-HRTimelineGroup
Sanctuary Advisors, LLC11,342$653K<0.01%-25813F-HRTimeline
Omega Financial Group, LLC11,027$646K0.24%+12013F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC11,000$645K0.1%013F-HRTimeline
Rockingstone Advisors LLC10,676$626K0.28%-8,94013F-HRTimeline
Compound Planning, Inc.10,480$614K0.03%+38313F-HRTimeline
Index Fund Advisors, Inc.9,917$581K0.03%+15713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV9,710$569K<0.01%+5213F-HRTimeline
Clark Capital Management Group, Inc.9,696$568K<0.01%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP9,421$552K<0.01%-15613F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.8,820$517K0.02%+5313F-HRTimeline
Addison Advisors LLC8,270$485K0.13%+77513F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC7,582$444K0.03%+57013F-HRTimeline
Independent Advisor Alliance7,571$444K0.01%new13F-HRTimeline
WHITE PINE CAPITAL LLC7,400$434K0.15%+56013F-HRTimeline
OPTIMA CAPITAL LLC6,885$404K0.28%13F-HRTimeline
COMERICA BANK6,715$394K<0.01%+33313F-HR/ATimeline
180 WEALTH ADVISORS, LLC6,672$391K0.06%-5013F-HRTimeline
Perigon Wealth Management, LLC6,609$375K0.01%+3,06313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp6,357$373K<0.01%-1,11313F-HRTimelineGroup
First Horizon Advisors, Inc.6,309$370K0.01%013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding6,292$369K-4,099Timeline
Sound Stewardship, LLC6,063$355K0.21%-1313F-HRTimeline
Life Planning Partners, Inc6,000$352K0.33%013F-HR/ATimeline
Shore Point Advisors, LLC5,854$343K0.18%-3,35313F-HRTimeline
Quantinno Capital Management LP5,847$343K<0.01%new13F-HRTimeline
Bluespring Wealth Management, LLC5,779$339K0.03%013F-HRTimeline
WHITTIER TRUST CO5,766$338K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,556$326K<0.01%+1,33613F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,458$320K0.01%-31313F-HRTimelineGroup
Wealthfront Advisers LLC5,449$319K<0.01%-17213F-HR/ATimeline
WATERSHED PRIVATE WEALTH LLC5,348$313K0.12%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,335$313K0.01%+36713F-HRTimelineGroup
Integrated Advisors Network LLC5,139$301K0.01%013F-HRTimeline
Ipsen Advisor Group LLC4,865$285K0.24%13F-HRTimeline
Rehmann Capital Advisory Group4,810$282K0.02%-60313F-HRTimeline
Private Advisor Group, LLC4,654$273K<0.01%-31713F-HRTimeline
CIBC WORLD MARKET INC.4,570$268K<0.01%013F-HRTimeline
Investment Advisory Group, LLC4,505$264K0.09%-20813F-HRTimeline
Ariadne Wealth Management, LP4,447$260K0.12%+25513F-HRTimeline
Greenspring Advisors, LLC4,260$250K0.05%+60013F-HRTimeline
Everest Private Wealth4,074$239K0.21%13F-HRTimeline
Empower Advisory Group, LLC4,065$238K<0.01%013F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC4,000$234K0.01%013F-HR/ATimeline
Hardin Capital Partners, LLC3,686$216K0.13%+213F-HRTimeline
Cyndeo Wealth Partners, LLC3,642$213K0.01%013F-HRTimeline
Falcon Wealth Planning3,612$212K0.02%013F-HRTimeline
Arkadios Wealth Advisors3,437$201K0.01%-4513F-HRTimeline
Atria Wealth Solutions, Inc.3,421$201K<0.01%+5313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC3,416$200K<0.01%new13F-HRTimelineGroup
BLAIR WILLIAM & CO/IL2,756$162K<0.01%013F-HRTimeline
Kohmann Bosshard Financial Services, LLC2,324$136K0.02%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,147$126K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,144$126K<0.01%+30813F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC1,804$106K<0.01%013F-HRTimeline
Noble Wealth Management PBC1,700$99.6K0.07%13F-HRTimeline
NewEdge Advisors, LLC1,571$92.1K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,553$91K<0.01%-70513F-HRTimeline
Allworth Financial LP1,505$86.9K<0.01%-2713F-HRTimeline
AdvisorNet Financial, Inc1,379$80.8K0.01%+53213F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,203$70.5K0.01%013F-HRTimeline
Rialto Wealth Management, LLC1,180$69.2K0.02%13F-HRTimeline
CWM, LLCin group CWM, LLC1,133$66K<0.01%+97613F-HRTimelineGroup
Continuum Advisory, LLC1,111$65.1K0.01%-2313F-HRTimeline
Aptus Capital Advisors, LLC1,072$62.8K<0.01%+1,06213F-HRTimeline
Beaird Harris Wealth Management, LLC1,002$58.7K0.01%+1413F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,000$58.6K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC976$57.2K<0.01%+713F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/836$49K<0.01%+113F-HRTimelineGroup
TD Capital Management LLC790$46.3K<0.01%+913F-HRTimeline
Hemington Wealth Management698$40K0.01%+1113F-HRTimeline
PRIVATE TRUST CO NA674$39.5K<0.01%+16213F-HRTimeline
MONTAG A & ASSOCIATES INC575$33.7K<0.01%+1213F-HRTimeline
Cherry Tree Wealth Management, LLC561$32.9K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.512$30K<0.01%013F-HRTimeline
CoreCap Advisors, LLC493$28.9K<0.01%-1713F-HRTimeline
MassMutual Private Wealth & Trust, FSB460$27K<0.01%-5013F-HRTimeline
4Thought Financial Group Inc.453$26.5K0.02%+1013F-HRTimeline
BOKF, NAin group BOKF, NA450$25.2K<0.01%013F-HRTimelineGroup
RESOURCES MANAGEMENT CORP /CT/ /ADV425$25K<0.01%-45013F-HRTimeline
Quest 10 Wealth Builders, Inc.306$17.9K0.02%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.234$13.5K<0.01%013F-HRTimelineGroup
Cassady Schiller Wealth Management, LLC225$13.2K<0.01%013F-HRTimeline
ROGCO, LP224$13.1K0.01%new13F-HRTimeline
Global Retirement Partners, LLC189$11.1K<0.01%013F-HRTimeline
Asset Dedication, LLC187$11K<0.01%013F-HRTimeline
Venturi Wealth Management, LLC177$10.4K<0.01%-18013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…173$10.1K<0.01%013F-HRTimelineGroup
MAI Capital Management155$9.09K<0.01%new13F-HRTimeline
Parkworth Wealth Management, Inc.150$8.77K0.01%13F-HRTimeline
New Millennium Group LLC147$8.61K0.01%-113F-HRTimeline
SIGNATUREFD, LLC85$4.98K<0.01%-213F-HRTimeline
Qube Research & Technologies Ltd82$4.81K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.64$3.75K<0.01%new13F-HRTimeline
Investors Research Corp45$2.64K<0.01%013F-HRTimeline
Transce3nd, LLC31$1.82K<0.01%13F-HRTimeline
Capital Investment Advisory Services, L…29$1.7K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC19$1.11K<0.01%13F-HRTimeline
First Command Advisory Services, Inc.18$1.05K<0.01%013F-HRTimeline
Archer Investment Corp16$938<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC10$586<0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC4$234<0.01%013F-HRTimeline
Capital A Wealth Management, LLC3$176<0.01%13F-HRTimeline
Central Pacific Bank - Trust Division2$117<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.