Relaxing Retirement Coach Spdr S&P Emerging Markets Smal Transaction History

Relaxing Retirement Coach

$320 Million
Q2 2023

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Oct 22, 2021	SELL	N/A	-3,299 Closed	0 $0
Q2 2021 Jul 15, 2021	SELL	N/A	-3,148 Reduced 48.83%	3,299 $202,000
Q1 2021 Apr 23, 2021	SELL	N/A	-12,953 Reduced 66.77%	6,447 $357,000
Q4 2020 Jan 22, 2021	SELL	N/A	-71,314 Reduced 78.61%	19,400 $1 Million
Q3 2020 Nov 02, 2020	BUY	N/A	11,817 Added 14.98%	90,714 $4.02 Million

Q2 2020 Jul 13, 2020	SELL	N/A	-31,413 Reduced 28.48%	78,897 $3.23 Million
Q1 2020 Apr 10, 2020	SELL	N/A	-100,673 Reduced 47.72%	110,310 $3.65 Million
Q4 2019 Jan 24, 2020	SELL	N/A	-5,188 Reduced 2.4%	210,983 $9.72 Million
Q3 2019 Nov 08, 2019	BUY	N/A	2,256 Added 1.05%	216,171 $9.4 Million
Q2 2019 Aug 05, 2019	SELL	N/A	-60 Reduced 0.03%	213,915 $9.56 Million
Q1 2019 Apr 22, 2019	BUY	N/A	5,553 Added 2.66%	213,975 $9.53 Million
Q4 2018 Feb 01, 2019	BUY	N/A	17,403 Added 9.11%	208,422 $8.53 Million
Q3 2018 Nov 13, 2018	BUY	N/A	10,420 Added 5.77%	191,019 $8.56 Million
Q2 2018 Aug 07, 2018	BUY	N/A	33,896 Added 23.11%	180,599 $8.57 Million
Q1 2018 May 11, 2018	BUY	N/A	57,532 Added 64.52%	146,703 $7.71 Million
Q4 2017 Feb 09, 2018	BUY	N/A	89,171	89,171 $4.64 Million

Others Institutions Holding EWX

# of Institutions

167

Shares Held

11.2M

Call Options Held

300

Put Options Held

0

Creative Planning Overland Park, KS

3.38M
Shares

$196 Million
0.21% of portfolio
New York Life Investment Management LLC New York, NY

1.56M
Shares

$90 Million
0.91% of portfolio
Bank Of America Corp Charlotte, NC

949K
Shares

$54.9 Million
0.01% of portfolio
Waddell & Associates, LLC

567K
Shares

$32.8 Million
4.32% of portfolio
Affinity Wealth Management LLC Wilmington, DE

328K
Shares

$19 Million
3.73% of portfolio

About SPDR S&P EMERGING MARKETS SMAL

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