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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.36K+ 5.31% |
$69.3K - $77.2K
|
26.9K
$1.64M
|
|
|
Feb 07, 2024
Q4 2023
|
Shore Point Advisors, LLC
|
BUY
|
- |
1.35K+ 18.33% |
$68.9K - $76.8K
|
8.72K
$531K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.02KNew |
$52.2K - $58.1K
|
1.02K
$62.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
834+ 11914.29% |
$42.6K - $47.4K
|
841
$51.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
819+ 1462.5% |
$41.8K - $46.6K
|
875
$53.3K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
710+ 11.11% |
$36.2K - $40.4K
|
7.1K
$433K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
696+ 3.43% |
$35.5K - $39.6K
|
21K
$1.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
631+ 40.68% |
$32.2K - $35.9K
|
2.18K
$133K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
586+ 0.57% |
$29.9K - $33.3K
|
104K
$6.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
489+ 136.21% |
$25K - $27.8K
|
848
$51.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
488+ 4.59% |
$24.9K - $27.8K
|
11.1K
$678K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
453+ 4.9% |
$23.1K - $25.8K
|
9.7K
$591K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
378+ 5.14% |
$19.3K - $21.5K
|
7.73K
$471K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
318+ 152.88% |
$16.2K - $18.1K
|
526
$32.1K
|
|
|
Jan 17, 2024
Q4 2023
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
257+ 1.38% |
$13.1K - $14.6K
|
18.8K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
200New |
$10.2K - $11.4K
|
200
$12.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
149+ 1.3% |
$7.6K - $8.47K
|
11.6K
$706K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
122+ 47.47% |
$6.23K - $6.94K
|
379
$23.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
114+ 1.21% |
$5.82K - $6.48K
|
9.54K
$581K
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
70New |
$3.57K - $3.98K
|
70
$4.27K
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
68+ 0.31% |
$3.47K - $3.87K
|
21.7K
$1.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
63+ 0.38% |
$3.21K - $3.58K
|
16.6K
$1.01M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
44New |
$2.25K - $2.5K
|
44
$2.68K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
35New |
$1.79K - $1.99K
|
35
$2.13K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
27New |
$1.38K - $1.54K
|
27
$1.65K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
20+ 0.12% |
$1.02K - $1.14K
|
17.1K
$1.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
18New |
$919 - $1.02K
|
18
$1.1K
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
13+ 1.1% |
$663 - $739
|
1.2K
$72.9K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
11+ 1.18% |
$561 - $626
|
945
$57.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
11+ 0.07% |
$561 - $626
|
15.1K
$917K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
9+ 1.64% |
$459 - $512
|
559
$34.1K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7+ 0.9% |
$357 - $398
|
782
$47.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2+ 100.0% |
$102 - $114
|
4
$244
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 1.83% |
$102 - $114
|
111
$6.76K
|
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-1- 0.23% |
$51 - $56.9
|
441
$26.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-31- 13.96% |
$1.58K - $1.76K
|
191
$11.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-39- 3.73% |
$1.99K - $2.22K
|
1.01K
$61.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-41- 58.57% |
$2.09K - $2.33K
|
29
$1.77K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-56- 0.88% |
$2.86K - $3.18K
|
6.3K
$384K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-65- 1.12% |
$3.32K - $3.7K
|
5.73K
$349K
|
|
|
Feb 12, 2024
Q4 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-82- 0.21% |
$4.18K - $4.66K
|
39.2K
$2.39M
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-106- 0.28% |
$5.41K - $6.03K
|
37.9K
$2.31M
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-110- 1.57% |
$5.61K - $6.26K
|
6.88K
$419K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-110- 0.67% |
$5.61K - $6.26K
|
16.3K
$995K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-140- 1.65% |
$7.14K - $7.96K
|
8.36K
$509K
|
|
|
Jan 30, 2024
Q4 2023
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-183- 0.51% |
$9.34K - $10.4K
|
35.6K
$2.17M
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-185- 0.3% |
$9.44K - $10.5K
|
60.9K
$3.71M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
SELL
|
- |
-280- 3.42% |
$14.3K - $15.9K
|
7.91K
$482K
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-315- 3.45% |
$16.1K - $17.9K
|
8.82K
$537K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-326- 15.65% |
$16.6K - $18.5K
|
1.76K
$107K
|