Purchases and Sales Made in Q4 2023 in Spdr Bloomberg Emerging Market (EBND)
This table provides information about the institutional ownership of Spdr Bloomberg Emerging Market (EBND) during Q4 2023. The information is specifically focused on institutions that hold shares of SPDR BLOOMBERG EMERGING MARKET.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1+ 25.0% |
$19.4 - $21.3
|
5
$101
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1+ 3.33% |
$19.4 - $21.3
|
31
$626
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-8- 40.0% |
$155 - $171
|
12
$242
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-12- 23.08% |
$233 - $256
|
40
$808
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-27- 0.95% |
$523 - $576
|
2.8K
$56.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-73- 39.25% |
$1.41K - $1.56K
|
113
$2.28K
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-80- 38.1% |
$1.55K - $1.71K
|
130
$2.63K
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-142- 1.01% |
$2.75K - $3.03K
|
13.9K
$281K
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-152- 1.45% |
$2.95K - $3.24K
|
10.3K
$208K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-180- 4.45% |
$3.49K - $3.84K
|
3.86K
$78K
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-211- 1.66% |
$4.09K - $4.5K
|
12.5K
$253K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-216- 15.47% |
$4.19K - $4.61K
|
1.18K
$23.8K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-294- 1.08% |
$5.7K - $6.27K
|
26.8K
$542K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-345- 2.21% |
$6.69K - $7.36K
|
15.2K
$308K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-362- 89.6% |
$7.02K - $7.72K
|
42
$848
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-398- 2.8% |
$7.71K - $8.49K
|
13.8K
$279K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-445- 2.26% |
$8.62K - $9.49K
|
19.3K
$389K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-636- 97.85% |
$12.3K - $13.6K
|
14
$283
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-641- 1.02% |
$12.4K - $13.7K
|
62K
$1.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-670- 55.1% |
$13K - $14.3K
|
546
$11K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-884- 51.94% |
$17.1K - $18.9K
|
818
$16.5K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-1.16K- 17.56% |
$22.6K - $24.8K
|
5.46K
$110K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.18K- 54.32% |
$22.8K - $25.1K
|
988
$20K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.23K- 83.07% |
$23.8K - $26.2K
|
250
$5.05K
|
|
|
Jan 30, 2024
Q4 2023
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-1.32K- 6.11% |
$25.6K - $28.2K
|
20.3K
$410K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.45K- 8.48% |
$28K - $30.8K
|
15.6K
$315K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.74K- 2.19% |
$33.8K - $37.2K
|
78K
$1.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-1.93K- 12.69% |
$37.4K - $41.2K
|
13.3K
$268K
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-2.1K- 7.25% |
$40.7K - $44.8K
|
26.9K
$543K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-2.16K- 8.22% |
$41.9K - $46.1K
|
24.1K
$488K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.3K- 7.34% |
$44.6K - $49K
|
29K
$587K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.58K- 4.49% |
$50K - $55.1K
|
54.9K
$1.11M
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-2.6K- 47.71% |
$50.3K - $55.4K
|
2.84K
$57.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.79K- 12.99% |
$54K - $59.4K
|
18.7K
$377K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.04K- 6.3% |
$58.9K - $64.8K
|
45.2K
$912K
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-3.17K- 2.88% |
$61.4K - $67.6K
|
107K
$2.16M
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-3.24K- 1.59% |
$62.8K - $69.2K
|
201K
$4.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-3.25K- 54.01% |
$63K - $69.4K
|
2.77K
$56K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.26K- 4.73% |
$63.1K - $69.5K
|
65.7K
$1.33M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.29K- 22.25% |
$63.8K - $70.2K
|
11.5K
$232K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.39K- 12.09% |
$104K - $115K
|
39.2K
$791K
|
|
|
Feb 02, 2024
Q4 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-5.65K- 7.66% |
$110K - $121K
|
68.1K
$1.38M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-6.34K- 11.16% |
$123K - $135K
|
50.5K
$1.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-6.87K- 2.01% |
$133K - $147K
|
336K
$6.78M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-9.02K- 26.89% |
$175K - $192K
|
24.5K
$495K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
SELL
|
- |
-9.65K- 1.55% |
$187K - $206K
|
613K
$12.4M
|
|
|
Feb 13, 2025
Q4 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-10.3K- 40.97% |
$200K - $221K
|
14.9K
$301K
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-10.8K- 31.2% |
$209K - $231K
|
23.8K
$481K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-11.9K- 67.16% |
$230K - $253K
|
5.8K
$117K
|