Purchases and Sales Made in Q4 2023 in Spdr Bloomberg Emerging Market (EBND)
This table provides information about the institutional ownership of Spdr Bloomberg Emerging Market (EBND) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
761K+ 4.63% |
$14.7M - $16.2M
|
17.2M
$366M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
340K+ 13.27% |
$6.59M - $7.25M
|
2.9M
$61.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
331K+ 0.69% |
$6.42M - $7.07M
|
48.2M
$1.03B
|
|
|
Jan 10, 2024
Q4 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
194KNew |
$3.76M - $4.14M
|
194K
$4.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
148KNew |
$2.86M - $3.15M
|
148K
$3.14M
|
|
|
Jan 19, 2024
Q4 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
102KNew |
$1.98M - $2.17M
|
102K
$2.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
81.3K+ 158.45% |
$1.58M - $1.73M
|
133K
$2.82M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
73.2K+ 36.03% |
$1.42M - $1.56M
|
276K
$5.89M
|
|
|
Feb 05, 2024
Q4 2023
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
62KNew |
$1.2M - $1.32M
|
62K
$1.32M
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
60.4K+ 98.6% |
$1.17M - $1.29M
|
122K
$2.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
57K+ 15.78% |
$1.11M - $1.22M
|
418K
$8.91M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
53K+ 360.39% |
$1.03M - $1.13M
|
67.8K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
42.6K+ 77.4% |
$825K - $908K
|
97.6K
$2.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
40.5K+ 98.78% |
$785K - $864K
|
81.5K
$1.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
39.3K+ 3.61% |
$761K - $838K
|
1.13M
$24M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
35.6K+ 9.02% |
$690K - $760K
|
431K
$9.18M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
25.3K+ 18.68% |
$491K - $541K
|
161K
$3.43M
|
|
|
Mar 15, 2024
Q4 2023
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
24.9KNew |
$483K - $531K
|
24.9K
$530K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
23.7K+ 10.53% |
$460K - $506K
|
249K
$5.3M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
21.6K+ 53.65% |
$420K - $462K
|
62K
$1.32M
|
|
|
Aug 07, 2025
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
21.4K+ 528.77% |
$415K - $457K
|
25.5K
$542K
|
|
|
Feb 01, 2024
Q4 2023
|
Treasure Coast Financial Planning
|
BUY
|
- |
20.2K+ 37.03% |
$391K - $431K
|
74.7K
$1.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
19.4KNew |
$375K - $413K
|
19.4K
$413K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
19.3K+ 139.87% |
$374K - $411K
|
33.1K
$704K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
17.8KNew |
$345K - $380K
|
17.8K
$379K
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
17.3KNew |
$336K - $370K
|
17.3K
$370K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
16.4KNew |
$317K - $349K
|
16.4K
$349K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
14.7KNew |
$285K - $314K
|
14.7K
$313K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13.4KNew |
$259K - $285K
|
13.4K
$284K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.2KNew |
$236K - $260K
|
12.2K
$259K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.9K+ 38.97% |
$230K - $253K
|
42.3K
$901K
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
11.7KNew |
$226K - $249K
|
11.7K
$248K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.6K+ 18.36% |
$225K - $248K
|
74.9K
$1.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.5KNew |
$222K - $244K
|
11.5K
$244K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.1KNew |
$196K - $215K
|
10.1K
$215K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
9.69KNew |
$188K - $207K
|
9.69K
$206K
|
|
|
Jul 31, 2025
Q4 2023
|
Brinker Capital Investments, LLC
|
BUY
|
- |
8.68K+ 58.02% |
$168K - $185K
|
23.6K
$503K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.68K+ 58.02% |
$168K - $185K
|
23.6K
$503K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
8.66K+ 1.68% |
$168K - $185K
|
525K
$11.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
7.41K+ 35.34% |
$144K - $158K
|
28.4K
$604K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.96K+ 9.26% |
$135K - $148K
|
82.1K
$1.75M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
6.6K+ 459.72% |
$128K - $141K
|
8.03K
$171K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6K+ 6.34% |
$116K - $128K
|
101K
$2.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
5K+ 17.3% |
$96.9K - $107K
|
33.9K
$722K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.24K+ 3.87% |
$82.1K - $90.3K
|
114K
$2.42M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.87KNew |
$75.1K - $82.6K
|
3.87K
$82.5K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.85K+ 91.19% |
$74.7K - $82.2K
|
8.08K
$172K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
3.76KNew |
$72.8K - $80.2K
|
3.76K
$80.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
3.54K+ 9.29% |
$68.5K - $75.4K
|
41.6K
$885K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
3.44K+ 29.83% |
$66.7K - $73.5K
|
15K
$319K
|