Purchases and Sales Made in Q1 2023 in Spdr Bloomberg Emerging Market (EBND)
This table provides information about the institutional ownership of Spdr Bloomberg Emerging Market (EBND) during Q1 2023. The information is specifically focused on institutions that hold shares of SPDR BLOOMBERG EMERGING MARKET.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 10, 2023
Q1 2023
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
5.68K+ 16.59% |
$116K - $123K
|
39.9K
$794K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.31K+ 10.98% |
$109K - $116K
|
53.7K
$1.07M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
5.16K+ 30.32% |
$106K - $112K
|
22.2K
$442K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.14K+ 14.26% |
$105K - $112K
|
41.2K
$819K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
4.95K+ 25.67% |
$101K - $108K
|
24.2K
$482K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
4.41K+ 11.89% |
$90.3K - $95.9K
|
41.5K
$827K
|
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
4.35K+ 12.27% |
$89.1K - $94.6K
|
39.8K
$792K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.96K+ 24.08% |
$81K - $86K
|
20.4K
$406K
|
|
|
Oct 26, 2023
Q1 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
3.95K+ 2.2% |
$81K - $86K
|
184K
$3.66M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
3.78K+ 15.65% |
$77.4K - $82.2K
|
27.9K
$556K
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
3.66K+ 77.92% |
$75K - $79.7K
|
8.37K
$167K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.59K+ 7.59% |
$73.6K - $78.2K
|
51K
$1.01M
|
|
|
May 04, 2023
Q1 2023
|
Harbor Advisory Corp
|
BUY
|
- |
3.53K+ 1.77% |
$72.2K - $76.7K
|
202K
$4.03M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.29K+ 47042.86% |
$67.4K - $71.6K
|
3.3K
$65.7K
|
|
|
Apr 26, 2023
Q1 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
3.24K+ 4.05% |
$66.4K - $70.5K
|
83.3K
$1.66M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.48K+ 4.0% |
$50.7K - $53.9K
|
64.4K
$1.28M
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.43KNew |
$49.8K - $52.9K
|
2.43K
$48.4K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
2.08KNew |
$42.7K - $45.3K
|
2.08K
$41.5K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1.93KNew |
$39.5K - $42K
|
1.93K
$38.4K
|
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.6K+ 6.57% |
$32.8K - $34.8K
|
26K
$517K
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.21K+ 12.37% |
$24.7K - $26.3K
|
11K
$218K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
972+ 167.01% |
$19.9K - $21.1K
|
1.55K
$30.9K
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
906+ 1.52% |
$18.6K - $19.7K
|
60.7K
$1.21M
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
902+ 239.26% |
$18.5K - $19.6K
|
1.28K
$25.5K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
742+ 7.67% |
$15.2K - $16.1K
|
10.4K
$207K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
643+ 4.6% |
$13.2K - $14K
|
14.6K
$291K
|
|
|
Apr 13, 2023
Q1 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
493+ 1.28% |
$10.1K - $10.7K
|
39K
$777K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
424+ 1.33% |
$8.68K - $9.22K
|
32.3K
$642K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
363+ 2016.67% |
$7.43K - $7.9K
|
381
$7.59K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
346New |
$7.09K - $7.53K
|
346
$6.89K
|
|
|
May 11, 2023
Q1 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
341New |
$6.98K - $7.42K
|
341
$6.79K
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
285+ 3.41% |
$5.84K - $6.2K
|
8.63K
$172K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
261New |
$5.35K - $5.68K
|
261
$5.2K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
249+ 20.96% |
$5.1K - $5.42K
|
1.44K
$28.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
195+ 38.01% |
$3.99K - $4.24K
|
708
$14.1K
|
|
|
May 02, 2023
Q1 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
193+ 0.94% |
$3.95K - $4.2K
|
20.6K
$411K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
187+ 22.92% |
$3.83K - $4.07K
|
1K
$20K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
187New |
$3.83K - $4.07K
|
187
$3.72K
|
|
|
Apr 24, 2023
Q1 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
160+ 0.46% |
$3.28K - $3.48K
|
34.6K
$689K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
124+ 72.51% |
$2.54K - $2.7K
|
295
$5.87K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
124New |
$2.54K - $2.7K
|
124
$2.47K
|
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
97New |
$1.99K - $2.11K
|
97
$1.93K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
88New |
$1.8K - $1.91K
|
88
$1.75K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
65+ 3.94% |
$1.33K - $1.41K
|
1.72K
$34.2K
|
|
|
Apr 18, 2023
Q1 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
43+ 29.66% |
$881 - $935
|
188
$3.74K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
42New |
$860 - $914
|
42
$836
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
39New |
$799 - $848
|
39
$776
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
39New |
$799 - $848
|
39
$776
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
32+ 13.17% |
$655 - $696
|
275
$5.48K
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
30+ 5.61% |
$614 - $653
|
565
$11.2K
|