Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
111K+ 20.59% |
$5.64M - $6.29M
|
648K
$39.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
67.9KNew |
$3.46M - $3.86M
|
67.9K
$4.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
46.3K+ 1.18% |
$2.36M - $2.63M
|
3.97M
$242M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
43.4K+ 71.77% |
$2.21M - $2.47M
|
104K
$6.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
35.7KNew |
$1.82M - $2.03M
|
35.7K
$2.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
33.5K+ 61.27% |
$1.71M - $1.91M
|
88.3K
$5.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
28.3K+ 215.03% |
$1.44M - $1.61M
|
41.4K
$2.52M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
25.1K+ 202.32% |
$1.28M - $1.43M
|
37.5K
$2.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22.4K+ 370.25% |
$1.14M - $1.28M
|
28.5K
$1.74M
|
|
|
Feb 06, 2024
Q4 2023
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
19K+ 235.76% |
$971K - $1.08M
|
27.1K
$1.65M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
BUY
|
- |
16.3K+ 40.2% |
$832K - $927K
|
56.8K
$3.46M
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
14.2K+ 19.79% |
$727K - $810K
|
86.2K
$5.25M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
14.1KNew |
$717K - $800K
|
14.1K
$857K
|
|
|
Feb 06, 2024
Q4 2023
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
12.5KNew |
$637K - $710K
|
12.5K
$761K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
11.7K+ 58.66% |
$596K - $664K
|
31.6K
$1.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.6KNew |
$593K - $661K
|
11.6K
$708K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
11.5K+ 0.64% |
$589K - $657K
|
1.8M
$110M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.6K+ 5.55% |
$541K - $603K
|
202K
$12.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.6K+ 3.81% |
$539K - $600K
|
288K
$17.5M
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
8.57KNew |
$437K - $487K
|
8.57K
$522K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.19K+ 94.87% |
$418K - $466K
|
16.8K
$1.03M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
7.94KNew |
$405K - $451K
|
7.94K
$484K
|
|
|
Feb 14, 2024
Q4 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
6.57K+ 1.17% |
$335K - $374K
|
569K
$34.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
6.12K+ 51.9% |
$312K - $348K
|
17.9K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.59KNew |
$285K - $318K
|
5.59K
$341K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.56KNew |
$284K - $316K
|
5.56K
$339K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
5.52KNew |
$282K - $314K
|
5.52K
$336K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.52K+ 2.81% |
$281K - $314K
|
202K
$12.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.49K+ 44.12% |
$280K - $312K
|
17.9K
$1.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.25KNew |
$268K - $298K
|
5.25K
$320K
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
5.1K+ 18.57% |
$260K - $290K
|
32.6K
$1.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.04K+ 49.7% |
$257K - $287K
|
15.2K
$925K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
4.99K+ 180.55% |
$255K - $284K
|
7.76K
$473K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.9K+ 3.66% |
$250K - $279K
|
139K
$8.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
4.58KNew |
$234K - $261K
|
4.58K
$279K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
4.42K+ 39.95% |
$226K - $251K
|
15.5K
$944K
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
4.34K+ 30.64% |
$221K - $247K
|
18.5K
$1.13M
|
|
|
Feb 06, 2024
Q4 2023
|
Montis Financial, LLC
|
BUY
|
- |
4.06KNew |
$207K - $231K
|
4.06K
$248K
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
4.03K+ 1.26% |
$206K - $229K
|
325K
$19.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.97K+ 19.57% |
$203K - $226K
|
24.3K
$1.48M
|
|
|
Feb 05, 2024
Q4 2023
|
Sequent Asset Management, LLC
|
BUY
|
- |
3.78KNew |
$193K - $215K
|
3.78K
$231K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.72KNew |
$190K - $212K
|
3.72K
$227K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.83K+ 9.87% |
$144K - $161K
|
31.5K
$1.92M
|
|
|
Jan 23, 2024
Q4 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
2.54K+ 16.56% |
$129K - $144K
|
17.8K
$1.09M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.24K+ 2.46% |
$114K - $127K
|
93.1K
$5.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
BUY
|
- |
2.2K+ 5.17% |
$112K - $125K
|
44.7K
$2.73M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.15KNew |
$110K - $122K
|
2.15K
$131K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.11KNew |
$107K - $120K
|
2.11K
$128K
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
1.68K+ 29.44% |
$85.5K - $95.3K
|
7.37K
$449K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.41K+ 2.73% |
$71.9K - $80.1K
|
53K
$3.23M
|