Latest Institutional Transactions on Spdr S&P Emerging Markets Smal (EWX)
This table provides information on the latest institutional transactions involving Spdr S&P Emerging Markets Smal (EWX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4KNew |
$210K - $221K
|
4K
$233K
|
|
Q2 2023 | |||||||
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
2.09K+ 39.16% |
$104K - $113K
|
7.41K
$432K
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.2KNew |
$60K - $65K
|
1.2K
$70.1K
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
561New |
$28K - $30.3K
|
561
$32.7K
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.5K- 22.59% |
$74.8K - $81K
|
5.14K
$299K
|
|
Jul 14, 2023
Q2 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
12.6KNew |
$629K - $682K
|
12.6K
$735K
|
|
Q1 2023 | |||||||
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-212Closed |
$10.4K - $11.1K
|
0
$0
|
|
Jul 03, 2024
Q1 2023
|
Mills Wealth Advisors LLC
Southlake, TX |
SELL
|
- |
-14.6KClosed |
$718K - $768K
|
0
$0
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
21New |
$1.03K - $1.1K
|
21
$1.22K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-32- 16.84% |
$1.57K - $1.68K
|
158
$9.2K
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-27- 14.29% |
$1.33K - $1.42K
|
162
$9.43K
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
27+ 0.52% |
$1.33K - $1.42K
|
5.2K
$303K
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-35- 0.8% |
$1.72K - $1.84K
|
4.33K
$252K
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
3KNew |
$147K - $158K
|
3K
$175K
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
59.5KNew |
$2.92M - $3.13M
|
59.5K
$3.47M
|
|
Q4 2022 | |||||||
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
733New |
$32.9K - $37.4K
|
733
$42.7K
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-2- 9.09% |
$89.7 - $102
|
20
$1.16K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5+ 0.77% |
$224 - $255
|
651
$37.9K
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
361New |
$16.2K - $18.4K
|
361
$21K
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
167New |
$7.49K - $8.52K
|
167
$9.73K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
20New |
$897 - $1.02K
|
20
$1.16K
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7.69KNew |
$345K - $392K
|
7.69K
$448K
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
11.2KNew |
$503K - $571K
|
11.2K
$652K
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-31- 0.7% |
$1.39K - $1.58K
|
4.43K
$258K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
92+ 100.0% |
$4.13K - $4.69K
|
184
$10.7K
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.36KNew |
$61.1K - $69.5K
|
1.36K
$79.3K
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
225New |
$10.1K - $11.5K
|
225
$13.1K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-26- 16.46% |
$1.17K - $1.33K
|
132
$7.69K
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
101New |
$4.53K - $5.15K
|
101
$5.88K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-9- 32.14% |
$408 - $459
|
19
$1.11K
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-6- 40.0% |
$272 - $306
|
9
$524
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-1.31K- 97.61% |
$59.3K - $66.8K
|
32
$1.86K
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-850- 90.23% |
$38.5K - $43.4K
|
92
$5.36K
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
9New |
$408 - $459
|
9
$524
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
13.6KNew |
$617K - $695K
|
13.6K
$793K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
28New |
$1.27K - $1.43K
|
28
$1.63K
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
PUT |
100New |
$4.53K - $5.1K
|
100
$5.82K
|
|
Oct 25, 2022
Q3 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
211New |
$9.56K - $10.8K
|
211
$12.3K
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
- |
900New |
$40.8K - $45.9K
|
900
$52.4K
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-185- 51.1% |
$8.39K - $9.44K
|
177
$10.3K
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
73New |
$3.31K - $3.72K
|
73
$4.25K
|
|
Oct 13, 2022
Q3 2022
|
Kohmann Bosshard Financial Services, LLC
|
SELL
|
- |
-4.47K- 48.68% |
$202K - $228K
|
4.71K
$274K
|
|
Q2 2022 | |||||||
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.47KClosed |
$71.2K - $85.6K
|
0
$0
|
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
759+ 31.85% |
$36.8K - $44.2K
|
3.14K
$183K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3New |
$145 - $175
|
3
$175
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-59.3KClosed |
$2.87M - $3.45M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-36.4KClosed |
$1.76M - $2.12M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-5.17K- 52.96% |
$251K - $301K
|
4.59K
$267K
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
909+ 18.29% |
$44.1K - $52.9K
|
5.88K
$342K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-107Closed |
$5.19K - $6.23K
|
0
$0
|