Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
77+ 0.14% |
$3.84K - $4.16K
|
54K
$3.29M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
36+ 0.55% |
$1.79K - $1.94K
|
6.56K
$400K
|
|
|
Aug 04, 2023
Q2 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
15+ 0.01% |
$748 - $810
|
168K
$10.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
6+ 0.65% |
$299 - $324
|
934
$56.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
5+ 0.92% |
$249 - $270
|
550
$33.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4New |
$199 - $216
|
4
$244
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
4+ 133.33% |
$199 - $216
|
7
$427
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
4+ 1.1% |
$199 - $216
|
367
$22.4K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1New |
$49.9 - $54
|
1
$60.9
|
|
|
Jul 14, 2023
Q2 2023
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-36- 7.56% |
$1.79K - $1.94K
|
440
$26.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-71- 4.95% |
$3.54K - $3.84K
|
1.36K
$83.1K
|
|
|
Jul 11, 2023
Q2 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-83- 0.52% |
$4.14K - $4.48K
|
15.9K
$971K
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-98- 1.06% |
$4.89K - $5.29K
|
9.13K
$556K
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-110- 1.28% |
$5.48K - $5.94K
|
8.5K
$518K
|
|
|
Jul 21, 2023
Q2 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-125- 1.66% |
$6.23K - $6.75K
|
7.41K
$452K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-125- 1.66% |
$6.23K - $6.75K
|
7.41K
$452K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-130- 1.08% |
$6.48K - $7.02K
|
11.9K
$725K
|
|
|
Jul 13, 2023
Q2 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-154- 3.51% |
$7.68K - $8.32K
|
4.24K
$258K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-175- 12.54% |
$8.73K - $9.45K
|
1.22K
$74.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-179- 12.24% |
$8.92K - $9.67K
|
1.28K
$78.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-189- 1.12% |
$9.42K - $10.2K
|
16.7K
$1.01M
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-217- 3.7% |
$10.8K - $11.7K
|
5.65K
$344K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-259- 2.49% |
$12.9K - $14K
|
10.2K
$619K
|
|
|
Jul 14, 2023
Q2 2023
|
Shore Point Advisors, LLC
|
SELL
|
- |
-260- 3.42% |
$13K - $14K
|
7.35K
$448K
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-355- 1.61% |
$17.7K - $19.2K
|
21.8K
$1.33M
|
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-388- 1.99% |
$19.3K - $21K
|
19.1K
$1.16M
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-435- 4.93% |
$21.7K - $23.5K
|
8.38K
$511K
|
|
|
Jul 13, 2023
Q2 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-446- 1.11% |
$22.2K - $24.1K
|
39.7K
$2.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-461- 38.67% |
$23K - $24.9K
|
731
$44.5K
|
|
|
Oct 26, 2023
Q2 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-545- 4.91% |
$27.2K - $29.4K
|
10.5K
$643K
|
|
|
Aug 02, 2023
Q2 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-670- 0.47% |
$33.4K - $36.2K
|
143K
$8.7M
|
|
|
Jul 09, 2024
Q2 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-690- 2.51% |
$34.4K - $37.3K
|
26.8K
$1.63M
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-855- 1.33% |
$42.6K - $46.2K
|
63.2K
$3.85M
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-996- 7.99% |
$49.7K - $53.8K
|
11.5K
$699K
|
|
|
Jul 25, 2023
Q2 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-1.47K- 7.7% |
$73K - $79.1K
|
17.5K
$1.07M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.5K- 22.59% |
$74.8K - $81K
|
5.14K
$313K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.6K- 9.04% |
$79.8K - $86.4K
|
16.1K
$981K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.67K- 23.27% |
$83.5K - $90.4K
|
5.52K
$336K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.05K- 24.6% |
$102K - $111K
|
6.29K
$383K
|
|
|
Aug 10, 2023
Q2 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-2.08K- 4.52% |
$104K - $112K
|
44K
$2.68M
|
|
|
Aug 10, 2023
Q2 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-2.18K- 2.65% |
$109K - $118K
|
80.2K
$4.89M
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-2.81K- 26.54% |
$140K - $152K
|
7.77K
$474K
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-4.04K- 21.12% |
$202K - $218K
|
15.1K
$920K
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.29K- 2.21% |
$214K - $232K
|
190K
$11.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-4.91K- 5.72% |
$245K - $265K
|
81K
$4.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-4.96K- 18.66% |
$247K - $268K
|
21.6K
$1.32M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.7K- 21.31% |
$284K - $308K
|
21.1K
$1.28M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-5.95K- 25.82% |
$297K - $321K
|
17.1K
$1.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-7.9K- 14.6% |
$394K - $427K
|
46.2K
$2.82M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-9.42K- 17.17% |
$470K - $509K
|
45.4K
$2.77M
|