Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
232K+ 6.33% |
$13.2M - $14.2M
|
3.9M
$239M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
55K+ 62.79% |
$3.13M - $3.36M
|
143K
$8.72M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
52K+ 12.65% |
$2.96M - $3.17M
|
463K
$28.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
42.8KNew |
$2.44M - $2.61M
|
42.8K
$2.62M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
39KNew |
$2.22M - $2.38M
|
39K
$2.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27.3K+ 33.48% |
$1.55M - $1.67M
|
109K
$6.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19.8K+ 226.05% |
$1.13M - $1.21M
|
28.5K
$1.74M
|
|
|
Feb 14, 2022
Q4 2021
|
Marion Wealth Management
|
BUY
|
- |
19.5KNew |
$1.11M - $1.19M
|
19.5K
$1.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
16.5K+ 13.08% |
$940K - $1.01M
|
143K
$8.74M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
13.2K+ 7.49% |
$750K - $804K
|
189K
$11.6M
|
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
12.8K+ 33.75% |
$726K - $779K
|
50.5K
$3.09M
|
|
|
Feb 02, 2022
Q4 2021
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
12.6KNew |
$715K - $766K
|
12.6K
$768K
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
12.4KNew |
$706K - $757K
|
12.4K
$758K
|
|
|
Jan 26, 2022
Q4 2021
|
Index Fund Advisors, Inc.
|
BUY
|
- |
9.97KNew |
$568K - $609K
|
9.97K
$610K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
7.14K+ 11.24% |
$407K - $436K
|
70.7K
$4.32M
|
|
|
Jan 26, 2022
Q4 2021
|
Cabot Wealth Management Inc
|
BUY
|
- |
6.91K+ 24.89% |
$393K - $422K
|
34.7K
$2.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Sns Financial Group, LLC
|
BUY
|
- |
6.35KNew |
$361K - $387K
|
6.35K
$388K
|
|
|
Jan 12, 2022
Q4 2021
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
6.31K+ 8.13% |
$359K - $385K
|
83.9K
$5.13M
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
6KNew |
$342K - $366K
|
6K
$367K
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
5.63K+ 14.84% |
$320K - $344K
|
43.6K
$2.67M
|
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
5.13KNew |
$292K - $313K
|
5.13K
$314K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
4.65K+ 123.35% |
$265K - $284K
|
8.43K
$515K
|
|
|
Jan 04, 2022
Q4 2021
|
Camelot Portfolios, LLC
|
BUY
|
- |
4.5K+ 15.02% |
$256K - $275K
|
34.5K
$2.11M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.74KNew |
$213K - $228K
|
3.74K
$229K
|
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
3.74KNew |
$213K - $228K
|
3.74K
$229K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.56KNew |
$203K - $217K
|
3.56K
$218K
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
BUY
|
- |
3.38KNew |
$192K - $206K
|
3.38K
$207K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.15K+ 24.96% |
$179K - $192K
|
15.8K
$965K
|
|
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.86K+ 5830.61% |
$163K - $174K
|
2.91K
$178K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
2.02K+ 157.86% |
$115K - $123K
|
3.3K
$202K
|
|
|
Feb 14, 2022
Q4 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
1.93K+ 26.41% |
$110K - $118K
|
9.24K
$565K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
1.47KNew |
$83.8K - $89.9K
|
1.47K
$90K
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.26K+ 7.18% |
$71.4K - $76.6K
|
18.7K
$1.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.22KNew |
$69.2K - $74.2K
|
1.22K
$74.3K
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.02K+ 1.98% |
$58.2K - $62.4K
|
52.7K
$3.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
999+ 13.17% |
$56.9K - $61K
|
8.59K
$525K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
963+ 16.2% |
$54.8K - $58.8K
|
6.91K
$422K
|
|
|
Feb 03, 2022
Q4 2021
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
882+ 6.0% |
$50.2K - $53.8K
|
15.6K
$954K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
802+ 5.19% |
$45.6K - $49K
|
16.3K
$995K
|
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
BUY
|
- |
738+ 3.62% |
$42K - $45K
|
21.1K
$1.29M
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
726+ 7.03% |
$41.3K - $44.3K
|
11.1K
$676K
|
|
|
Feb 07, 2022
Q4 2021
|
Financial Strategies Group, Inc.
|
BUY
|
- |
697+ 2.59% |
$39.7K - $42.5K
|
27.6K
$1.69M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
613New |
$34.9K - $37.4K
|
613
$37.5K
|
|
|
Jan 18, 2022
Q4 2021
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
609+ 0.33% |
$34.7K - $37.2K
|
185K
$11.3M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
605New |
$34.4K - $36.9K
|
605
$37K
|
|
|
Jan 26, 2022
Q4 2021
|
180 Wealth Advisors, LLC
|
BUY
|
- |
467+ 5.76% |
$26.6K - $28.5K
|
8.58K
$525K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
450+ 6.54% |
$25.6K - $27.5K
|
7.34K
$449K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
445+ 217.07% |
$25.3K - $27.2K
|
650
$39.8K
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
421New |
$24K - $25.7K
|
421
$25.8K
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
376New |
$21.4K - $23K
|
376
$23K
|