Financial Strategies Group, Inc. Spdr S&P Emerging Markets Smal Transaction History

Financial Strategies Group, Inc.

$436 Million
Q1 2025

A detailed history of Financial Strategies Group, Inc. transactions in Spdr S&P Emerging Markets Smal stock. As of the latest transaction made, Financial Strategies Group, Inc. holds 34,837 shares of EWX stock, worth $2.07 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

34,837

Previous 34,864 0.08%

Holding current value

$2.07 Million

Previous $2.04 Million 3.48%

% of portfolio

0.45%

Previous 0.48%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 16, 2025	SELL	$55.48 - $59.47 $1,497 - $1,605	-27 Reduced 0.08%	34,837 $1.97 Million
Q4 2024 Jan 24, 2025	BUY	$58.61 - $64.79 $1,992 - $2,202	34 Added 0.1%	34,864 $2.04 Million
Q3 2024 Oct 31, 2024	SELL	$54.3 - $62.38 $3,855 - $4,428	-71 Reduced 0.2%	34,830 $2.17 Million
Q2 2024 Jul 17, 2024	SELL	$54.71 - $59.06 $2,352 - $2,539	-43 Reduced 0.12%	34,901 $2.02 Million
Q1 2024 Apr 18, 2024	SELL	$53.3 - $56.66 $34,218 - $36,375	-642 Reduced 1.8%	34,944 $1.95 Million
Q4 2023 Jan 30, 2024	SELL	$51.03 - $56.87 $9,338 - $10,407	-183 Reduced 0.51%	35,586 $2.01 Million
Q3 2023 Oct 18, 2023	BUY	$52.49 - $55.33 $50,075 - $52,784	954 Added 2.74%	35,769 $1.91 Million
Q2 2023 Jul 13, 2023	BUY	$49.86 - $54.02 $52,253 - $56,612	1,048 Added 3.1%	34,815 $1.83 Million
Q1 2023 May 02, 2023	BUY	$49.12 - $52.56 $74,072 - $79,260	1,508 Added 4.67%	33,767 $1.71 Million
Q4 2022 Feb 10, 2023	BUY	$44.86 - $51.01 $34,183 - $38,869	762 Added 2.42%	32,259 $1.58 Million
Q3 2022 Oct 26, 2022	SELL	$45.33 - $51.0 $18,086 - $20,349	-399 Reduced 1.25%	31,497 $0
Q2 2022 Aug 08, 2022	BUY	$48.46 - $58.2 $64,984 - $78,046	1,341 Added 4.39%	31,896 $1.55 Million
Q1 2022 Apr 29, 2022	BUY	$53.14 - $59.56 $158,463 - $177,607	2,982 Added 10.81%	30,555 $1.73 Million
Q4 2021 Feb 07, 2022	BUY	$56.92 - $61.04 $39,673 - $42,544	697 Added 2.59%	27,573 $1.64 Million
Q3 2021 Nov 12, 2021	BUY	$57.29 - $61.58 $101,632 - $109,242	1,774 Added 7.07%	26,876 $1.58 Million
Q2 2021 Aug 13, 2021	BUY	$55.66 - $61.48 $89,278 - $98,613	1,604 Added 6.83%	25,102 $1.54 Million
Q1 2021 May 06, 2021	BUY	$51.27 - $55.89 $16,201 - $17,661	316 Added 1.36%	23,498 $1.3 Million
Q4 2020 Feb 12, 2021	BUY	$43.95 - $52.1 $76,077 - $90,185	1,731 Added 8.07%	23,182 $1.2 Million
Q3 2020 Nov 13, 2020	BUY	$41.35 - $45.9 $58,634 - $65,086	1,418 Added 7.08%	21,451 $952,000
Q2 2020 Aug 12, 2020	BUY	$32.12 - $41.44 $56,338 - $72,685	1,754 Added 9.6%	20,033 $818,000
Q1 2020 May 12, 2020	BUY	$29.99 - $47.26 $102,625 - $161,723	3,422 Added 23.03%	18,279 $605,000
Q4 2019 Feb 13, 2020	BUY	$42.93 - $46.27 $637,811 - $687,433	14,857 New	14,857 $684,000

Others Institutions Holding EWX

# of Institutions

172

Shares Held

7.75M

Call Options Held

Put Options Held

400

View Full List

About SPDR S&P EMERGING MARKETS SMAL

Ticker EWX
Sector ETFs
Industry ETFs

More about EWX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Strategies Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Strategies Group, Inc. with notifications on news.

Account

Financial Strategies Group, Inc. Spdr S&P Emerging Markets Smal Transaction History