Purchases and Sales Made in Q1 2023 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 2023. 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 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
21New |
$1.03K - $1.1K
|
21
$1.28K
|
|
|
Apr 25, 2023
Q1 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
17+ 3.7% |
$835 - $894
|
476
$29K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
3New |
$147 - $158
|
3
$183
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-27- 14.29% |
$1.33K - $1.42K
|
162
$9.87K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-32- 16.84% |
$1.57K - $1.68K
|
158
$9.63K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-33- 0.39% |
$1.62K - $1.73K
|
8.34K
$508K
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-35- 0.8% |
$1.72K - $1.84K
|
4.33K
$264K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-43- 16.23% |
$2.11K - $2.26K
|
222
$13.5K
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-44- 0.26% |
$2.16K - $2.31K
|
16.8K
$1.03M
|
|
|
Apr 07, 2023
Q1 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-91- 0.56% |
$4.47K - $4.78K
|
16K
$977K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-212Closed |
$10.4K - $11.1K
|
0
$0
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-220- 1.12% |
$10.8K - $11.6K
|
19.5K
$1.19M
|
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-302- 3.04% |
$14.8K - $15.9K
|
9.63K
$587K
|
|
|
May 15, 2023
Q1 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-362- 7.61% |
$17.8K - $19K
|
4.39K
$268K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-365- 23.44% |
$17.9K - $19.2K
|
1.19K
$72.6K
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-400- 1.42% |
$19.6K - $21K
|
27.7K
$1.69M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-433- 5.08% |
$21.3K - $22.8K
|
8.1K
$493K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-436- 3.5% |
$21.4K - $22.9K
|
12K
$732K
|
|
|
May 04, 2023
Q1 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-503- 0.61% |
$24.7K - $26.4K
|
82.3K
$5.02M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-581- 97.98% |
$28.5K - $30.5K
|
12
$731
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-788- 9.87% |
$38.7K - $41.4K
|
7.19K
$438K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-800- 4.32% |
$39.3K - $42K
|
17.7K
$1.08M
|
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-825- 94.29% |
$40.5K - $43.4K
|
50
$3.05K
|
|
|
Oct 26, 2023
Q1 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-1.09K- 8.94% |
$53.5K - $57.2K
|
11.1K
$676K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.12K- 2.03% |
$55K - $58.8K
|
53.9K
$3.29M
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.15K- 11.79% |
$56.5K - $60.4K
|
8.61K
$524K
|
|
|
May 09, 2023
Q1 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.18K- 2.49% |
$57.7K - $61.8K
|
46.1K
$2.81M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.19K- 80.31% |
$58.5K - $62.6K
|
292
$17.8K
|
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-1.5K- 5.35% |
$73.7K - $78.8K
|
26.6K
$1.62M
|
|
|
Apr 20, 2023
Q1 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-1.93K- 9.22% |
$94.9K - $102K
|
19K
$1.16M
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-2.58K- 6.43% |
$127K - $136K
|
37.6K
$2.29M
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-3.01K- 3.59% |
$148K - $158K
|
80.9K
$4.93M
|
|
|
May 12, 2023
Q1 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-3.09K- 2.11% |
$152K - $162K
|
143K
$8.74M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.44K- 5.9% |
$169K - $181K
|
54.8K
$3.34M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-3.55K- 26.65% |
$175K - $187K
|
9.78K
$596K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.05K- 8.69% |
$199K - $213K
|
42.6K
$2.6M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5K- 3.43% |
$245K - $263K
|
141K
$8.58M
|
|
|
Jul 03, 2024
Q1 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-14.6KClosed |
$718K - $768K
|
0
$0
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-15.5K- 93.71% |
$762K - $815K
|
1.04K
$63.4K
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-16.5K- 57.75% |
$811K - $868K
|
12.1K
$737K
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-16.5K- 57.75% |
$811K - $868K
|
12.1K
$737K
|
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-17.9K- 7.74% |
$877K - $939K
|
213K
$13M
|
|
|
May 01, 2023
Q1 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-20K- 23.81% |
$982K - $1.05M
|
64K
$3.9M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-27.8K- 12.11% |
$1.37M - $1.46M
|
202K
$12.3M
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-27.9K- 59.34% |
$1.37M - $1.47M
|
19.1K
$1.17M
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
SELL
|
- |
-51.5K- 66.77% |
$2.53M - $2.71M
|
25.6K
$1.56M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-95.2K- 2.43% |
$4.68M - $5M
|
3.82M
$233M
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-180K- 38.92% |
$8.84M - $9.46M
|
282K
$17.2M
|