Purchases and Sales Made in Q2 2021 in Spdr Bloomberg Emerging Market (EBND)
This table provides information about the institutional ownership of Spdr Bloomberg Emerging Market (EBND) during Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.29KNew |
$112K - $116K
|
4.29K
$85.8K
|
|
|
Aug 04, 2021
Q2 2021
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
3.92K+ 27.47% |
$102K - $106K
|
18.2K
$364K
|
|
|
Aug 17, 2021
Q2 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
3.88KNew |
$101K - $105K
|
3.88K
$77.7K
|
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.85K+ 9.73% |
$100K - $104K
|
43.4K
$869K
|
|
|
Jul 27, 2021
Q2 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.48K+ 1.97% |
$90.8K - $94.1K
|
180K
$3.61M
|
|
|
Aug 04, 2021
Q2 2021
|
Harbor Advisory Corp
|
BUY
|
- |
2.9K+ 0.69% |
$75.6K - $78.4K
|
424K
$8.48M
|
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.89K+ 9.26% |
$75.3K - $78.1K
|
34.1K
$682K
|
|
|
Aug 04, 2021
Q2 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
2.67K+ 5.35% |
$69.7K - $72.3K
|
52.7K
$1.05M
|
|
|
Jul 19, 2021
Q2 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.6K+ 8.91% |
$67.7K - $70.1K
|
31.7K
$635K
|
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
1.93K+ 11.69% |
$50.2K - $52K
|
18.4K
$368K
|
|
|
Jul 27, 2021
Q2 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.63K+ 11.74% |
$42.5K - $44.1K
|
15.5K
$311K
|
|
|
Jul 29, 2021
Q2 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.45K+ 6.38% |
$37.7K - $39.1K
|
24.1K
$483K
|
|
|
Aug 09, 2021
Q2 2021
|
Sandy Spring Bank
|
BUY
|
- |
1.41K+ 140.5% |
$36.6K - $38K
|
2.41K
$48.1K
|
|
|
Aug 13, 2021
Q2 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
966+ 8.04% |
$25.2K - $26.1K
|
13K
$260K
|
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
926+ 11.69% |
$24.1K - $25K
|
8.85K
$177K
|
|
|
Aug 06, 2021
Q2 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
623+ 0.73% |
$16.2K - $16.8K
|
85.7K
$1.71M
|
|
|
Aug 13, 2021
Q2 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
588New |
$15.3K - $15.9K
|
588
$11.8K
|
|
|
Aug 17, 2021
Q2 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
577+ 2.3% |
$15K - $15.6K
|
25.7K
$514K
|
|
|
Jul 26, 2021
Q2 2021
|
Spire Wealth Management
|
BUY
|
- |
424+ 174.49% |
$11.1K - $11.5K
|
667
$13.3K
|
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
392+ 23.2% |
$10.2K - $10.6K
|
2.08K
$41.7K
|
|
|
Jul 14, 2021
Q2 2021
|
Veery Capital, LLC
|
BUY
|
- |
380+ 2.25% |
$9.91K - $10.3K
|
17.2K
$345K
|
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
280New |
$7.3K - $7.57K
|
280
$5.6K
|
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
233New |
$6.07K - $6.3K
|
233
$4.66K
|
|
|
Dec 19, 2023
Q2 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
209New |
$5.45K - $5.65K
|
209
$4.18K
|
|
|
Aug 13, 2021
Q2 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
200New |
$5.21K - $5.4K
|
200
$4K
|
|
|
Aug 11, 2021
Q2 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
143New |
$3.73K - $3.86K
|
143
$2.86K
|
|
|
Jul 30, 2021
Q2 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
133New |
$3.47K - $3.59K
|
133
$2.66K
|
|
|
Aug 06, 2021
Q2 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
126+ 1.49% |
$3.28K - $3.4K
|
8.59K
$172K
|
|
|
Aug 13, 2021
Q2 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
124+ 1.05% |
$3.23K - $3.35K
|
12K
$240K
|
|
|
Aug 02, 2021
Q2 2021
|
Optimum Investment Advisors
|
BUY
|
- |
102+ 55.14% |
$2.66K - $2.76K
|
287
$5.74K
|
|
|
Feb 22, 2022
Q2 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
99+ 0.51% |
$2.58K - $2.67K
|
19.3K
$387K
|
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
72+ 97.3% |
$1.88K - $1.95K
|
146
$2.92K
|
|
|
Jul 09, 2021
Q2 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
52New |
$1.36K - $1.41K
|
52
$1.04K
|
|
|
Aug 11, 2021
Q2 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
27+ 38.03% |
$704 - $730
|
98
$1.96K
|
|
|
Aug 06, 2024
Q2 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
24+ 43.64% |
$626 - $648
|
79
$1.58K
|
|
|
Aug 09, 2021
Q2 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
6New |
$156 - $162
|
6
$120
|
|
|
Aug 12, 2021
Q2 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5New |
$130 - $135
|
5
$100
|
|
|
Aug 02, 2021
Q2 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
5New |
$130 - $135
|
5
$100
|
|
|
Aug 16, 2021
Q2 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-4Closed |
$104 - $108
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-12- 85.71% |
$313 - $324
|
2
$40
|
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-14- 0.91% |
$365 - $378
|
1.52K
$30.4K
|
|
|
Aug 16, 2021
Q2 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-34Closed |
$886 - $919
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-36Closed |
$939 - $973
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-54Closed |
$1.41K - $1.46K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-57Closed |
$1.49K - $1.54K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-97Closed |
$2.53K - $2.62K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-122- 32.8% |
$3.18K - $3.3K
|
250
$5K
|
|
|
Jul 22, 2021
Q2 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-146- 1.36% |
$3.81K - $3.94K
|
10.6K
$212K
|
|
|
Jul 26, 2021
Q2 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-147Closed |
$3.83K - $3.97K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-172- 90.05% |
$4.48K - $4.65K
|
19
$380
|