Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
140K+ 84.31% |
$7.32M - $7.72M
|
305K
$17.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
103KNew |
$5.42M - $5.71M
|
103K
$5.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
60.5KNew |
$3.17M - $3.35M
|
60.5K
$3.46M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
51.6KNew |
$2.71M - $2.85M
|
51.6K
$2.95M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
51.6KNew |
$2.71M - $2.85M
|
51.6K
$2.95M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
19.5KNew |
$1.02M - $1.08M
|
19.5K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
16.1K+ 6.17% |
$846K - $892K
|
277K
$15.9M
|
|
|
Dec 04, 2023
Q3 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
14.3KNew |
$751K - $792K
|
14.3K
$818K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
12.4KNew |
$651K - $686K
|
12.4K
$709K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
12K+ 57.18% |
$632K - $666K
|
33.1K
$1.89M
|
|
|
Nov 07, 2023
Q3 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
10.7K+ 1.94% |
$561K - $591K
|
563K
$32.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10.1KNew |
$532K - $561K
|
10.1K
$580K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
9.6K+ 86.83% |
$504K - $531K
|
20.7K
$1.18M
|
|
|
Oct 24, 2023
Q3 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
9.33K+ 3.0% |
$490K - $516K
|
321K
$18.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.54K+ 18.49% |
$448K - $473K
|
54.8K
$3.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
6.85KNew |
$360K - $379K
|
6.85K
$392K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
6.58K+ 98.95% |
$345K - $364K
|
13.2K
$756K
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
BUY
|
- |
5.95K+ 17.22% |
$313K - $329K
|
40.5K
$2.32M
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
5.69KNew |
$299K - $315K
|
5.69K
$325K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.13K+ 3.18% |
$217K - $228K
|
134K
$7.66M
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4KNew |
$210K - $221K
|
4K
$229K
|
|
|
Nov 07, 2023
Q3 2023
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
3.96K+ 96.42% |
$208K - $219K
|
8.07K
$462K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
3.77K+ 23.35% |
$198K - $209K
|
19.9K
$1.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.73K+ 22.52% |
$196K - $206K
|
20.3K
$1.16M
|
|
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3.1K+ 1.85% |
$163K - $172K
|
171K
$9.78M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.06K+ 32.62% |
$161K - $169K
|
12.4K
$711K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.96K+ 47.11% |
$155K - $164K
|
9.25K
$529K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
2.77KNew |
$145K - $153K
|
2.77K
$158K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.65K+ 1.37% |
$139K - $146K
|
196K
$11.2M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.95K+ 11.14% |
$102K - $108K
|
19.4K
$1.11M
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.77K+ 3.27% |
$92.7K - $97.7K
|
55.8K
$3.19M
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.71K+ 30.19% |
$89.5K - $94.3K
|
7.35K
$420K
|
|
|
Feb 16, 2024
Q3 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
1.68K+ 31.46% |
$87.9K - $92.7K
|
7K
$400K
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.67K+ 1.98% |
$87.7K - $92.5K
|
86.3K
$4.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.34K+ 3.13% |
$70.5K - $74.3K
|
44.2K
$2.53M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.32K+ 528.4% |
$69.3K - $73.1K
|
1.57K
$89.8K
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.18KNew |
$62.1K - $65.5K
|
1.18K
$67.6K
|
|
|
Oct 20, 2023
Q3 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.15K+ 4.71% |
$60.4K - $63.6K
|
25.6K
$1.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1K+ 6.21% |
$52.5K - $55.3K
|
17.1K
$978K
|
|
|
Oct 18, 2023
Q3 2023
|
Financial Strategies Group, Inc.
|
BUY
|
- |
954+ 2.74% |
$50.1K - $52.8K
|
35.8K
$2.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
770+ 7.54% |
$40.4K - $42.6K
|
11K
$628K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
697New |
$36.6K - $38.6K
|
697
$39.8K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
539+ 9.77% |
$28.3K - $29.8K
|
6.06K
$346K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
510+ 7.24% |
$26.8K - $28.2K
|
7.55K
$432K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
480+ 4.72% |
$25.2K - $26.6K
|
10.6K
$608K
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
359New |
$18.8K - $19.9K
|
359
$20.5K
|
|
|
Oct 18, 2023
Q3 2023
|
Marion Wealth Management
|
BUY
|
- |
354+ 1.49% |
$18.6K - $19.6K
|
24.1K
$1.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
273+ 1.97% |
$14.3K - $15.1K
|
14.2K
$809K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
188+ 13.79% |
$9.87K - $10.4K
|
1.55K
$88.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
173+ 494.29% |
$9.08K - $9.57K
|
208
$11.9K
|