Purchases and Sales Made in Q1 2021 in Spdr S&P Emerging Markets Smal (EWX)
This table provides information about the institutional ownership of Spdr S&P Emerging Markets Smal (EWX) during Q1 2021. The information is specifically focused on institutions that hold shares of SPDR S&P EMERGING MARKETS SMAL.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 16, 2021
Q1 2021
|
Brookstone Capital Management
|
BUY
|
- |
34KNew |
$1.74M - $1.9M
|
34K
$2.07M
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17K+ 270.2% |
$871K - $950K
|
23.3K
$1.42M
|
|
Apr 14, 2021
Q1 2021
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
14.3K+ 9.22% |
$733K - $800K
|
170K
$10.3M
|
|
May 04, 2021
Q1 2021
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
13.5K+ 29.86% |
$693K - $755K
|
58.8K
$3.57M
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.27K+ 5.52% |
$424K - $462K
|
158K
$9.61M
|
|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
8.18K+ 68.68% |
$420K - $457K
|
20.1K
$1.22M
|
|
May 21, 2021
Q1 2021
|
Spire Wealth Management
|
BUY
|
- |
8.16KNew |
$418K - $456K
|
8.16K
$496K
|
|
Apr 21, 2021
Q1 2021
|
Camelot Portfolios, LLC
|
BUY
|
- |
5.65K+ 17.51% |
$290K - $316K
|
37.9K
$2.31M
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
5.59KNew |
$286K - $312K
|
5.59K
$340K
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
BUY
|
- |
4.87K+ 8.61% |
$250K - $272K
|
61.5K
$3.74M
|
|
May 03, 2021
Q1 2021
|
Asset Dedication, LLC
|
BUY
|
- |
4.74K+ 40.7% |
$243K - $265K
|
16.4K
$996K
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.24KNew |
$217K - $237K
|
4.24K
$258K
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.76KNew |
$193K - $210K
|
3.76K
$229K
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
3.14KNew |
$161K - $176K
|
3.14K
$191K
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.06KNew |
$157K - $171K
|
3.06K
$186K
|
|
May 25, 2021
Q1 2021
|
180 Wealth Advisors, LLC
|
BUY
|
- |
2.82K+ 57.24% |
$145K - $158K
|
7.75K
$471K
|
|
Apr 20, 2021
Q1 2021
|
Cabot Wealth Management Inc
|
BUY
|
- |
2.17K+ 9.33% |
$111K - $121K
|
25.4K
$1.55M
|
|
May 13, 2021
Q1 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
2.01KNew |
$103K - $113K
|
2.01K
$123K
|
|
May 14, 2021
Q1 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.67KNew |
$85.7K - $93.4K
|
1.67K
$102K
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.55K+ 2.77% |
$79.7K - $86.9K
|
57.6K
$3.51M
|
|
May 12, 2021
Q1 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.5K+ 5.5% |
$76.9K - $83.8K
|
28.8K
$1.75M
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.48K+ 1.05% |
$75.8K - $82.6K
|
142K
$8.66M
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
1.2K+ 7.37% |
$61.5K - $67.1K
|
17.5K
$1.06M
|
|
May 14, 2021
Q1 2021
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
1.18K+ 2.66% |
$60.5K - $66K
|
45.5K
$2.77M
|
|
Jul 21, 2021
Q1 2021
|
4 Thought Financial Group Inc.
|
BUY
|
- |
1.07KNew |
$55.1K - $60K
|
1.07K
$65.3K
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.02K+ 250.0% |
$52K - $56.7K
|
1.42K
$86.4K
|
|
Apr 19, 2021
Q1 2021
|
Omega Financial Group, LLC
|
BUY
|
- |
749+ 3.17% |
$38.4K - $41.9K
|
24.4K
$1.48M
|
|
Apr 09, 2021
Q1 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
685+ 1.91% |
$35.1K - $38.3K
|
36.5K
$2.22M
|
|
May 14, 2021
Q1 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
653+ 12.91% |
$33.5K - $36.5K
|
5.71K
$348K
|
|
May 17, 2021
Q1 2021
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
589+ 25.61% |
$30.2K - $32.9K
|
2.89K
$176K
|
|
May 13, 2021
Q1 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
550+ 7.37% |
$28.2K - $30.7K
|
8.01K
$487K
|
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
509+ 254.5% |
$26.1K - $28.4K
|
709
$43.1K
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
445+ 217.07% |
$22.8K - $24.9K
|
650
$39.5K
|
|
May 06, 2021
Q1 2021
|
Financial Strategies Group, Inc.
|
BUY
|
- |
316+ 1.36% |
$16.2K - $17.7K
|
23.5K
$1.43M
|
|
May 20, 2021
Q1 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
290+ 24.58% |
$14.9K - $16.2K
|
1.47K
$89.4K
|
|
May 17, 2021
Q1 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
184+ 0.93% |
$9.43K - $10.3K
|
19.9K
$1.21M
|
|
May 07, 2021
Q1 2021
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
142+ 0.22% |
$7.28K - $7.94K
|
66.1K
$4.02M
|
|
May 05, 2021
Q1 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
133New |
$6.82K - $7.43K
|
133
$8.09K
|
|
May 13, 2021
Q1 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
72+ 0.49% |
$3.69K - $4.02K
|
14.8K
$900K
|
|
May 10, 2021
Q1 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
48+ 0.09% |
$2.46K - $2.68K
|
53.2K
$3.23M
|
|
Apr 16, 2021
Q1 2021
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
32+ 0.47% |
$1.64K - $1.79K
|
6.91K
$421K
|
|
May 10, 2021
Q1 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
20+ 400.0% |
$1.03K - $1.12K
|
25
$1.52K
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
18New |
$923 - $1.01K
|
18
$1.09K
|
|
May 03, 2021
Q1 2021
|
Jnba Financial Advisors
|
BUY
|
- |
18New |
$923 - $1.01K
|
18
$1.09K
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3Closed |
$154 - $168
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Us Bancorp \De\
|
SELL
|
- |
-11- 4.23% |
$564 - $615
|
249
$15.1K
|
|
Apr 28, 2021
Q1 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-16Closed |
$820 - $894
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Wrapmanager Inc
|
SELL
|
- |
-20- 0.41% |
$1.03K - $1.12K
|
4.82K
$293K
|
|
Apr 23, 2021
Q1 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-20Closed |
$1.03K - $1.12K
|
0
$0
|