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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
16New |
$853 - $907
|
16
$991
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.69KNew |
$250K - $266K
|
4.69K
$290K
|
|
|
May 03, 2024
Q1 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-249K- 13.78% |
$13.3M - $14.1M
|
1.56M
$96.3M
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
2New |
$107 - $113
|
2
$124
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-7.79K- 20.4% |
$415K - $441K
|
30.4K
$1.88M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
66New |
$3.52K - $3.74K
|
66
$4.09K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-50- 0.79% |
$2.67K - $2.83K
|
6.31K
$391K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-756- 80.0% |
$40.3K - $42.8K
|
189
$11.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
3K+ 0.92% |
$160K - $170K
|
328K
$20.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-4- 2.09% |
$213 - $227
|
187
$11.6K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
11New |
$586 - $623
|
11
$681
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
200New |
$10.2K - $11.4K
|
200
$12.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
70New |
$3.57K - $3.98K
|
70
$4.34K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-140- 1.65% |
$7.14K - $7.96K
|
8.36K
$517K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-450- 37.04% |
$23K - $25.6K
|
765
$47.4K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.15KNew |
$110K - $122K
|
2.15K
$133K
|
|
|
Feb 06, 2024
Q4 2023
|
Montis Financial, LLC
|
BUY
|
- |
4.06KNew |
$207K - $231K
|
4.06K
$252K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-41- 58.57% |
$2.09K - $2.33K
|
29
$1.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
44New |
$2.25K - $2.5K
|
44
$2.72K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
27New |
$1.38K - $1.54K
|
27
$1.67K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-17.1K- 78.63% |
$873K - $973K
|
4.65K
$288K
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-1.88K- 20.6% |
$96K - $107K
|
7.26K
$449K
|
|
|
Jan 22, 2024
Q4 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-3.7K- 2.61% |
$189K - $210K
|
138K
$8.56M
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 1.83% |
$102 - $114
|
111
$6.87K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.41K+ 2.73% |
$71.9K - $80.1K
|
53K
$3.28M
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
35New |
$1.79K - $1.99K
|
35
$2.17K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
6.58K+ 98.95% |
$345K - $364K
|
13.2K
$819K
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
770+ 7.54% |
$40.4K - $42.6K
|
11K
$680K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.32K+ 528.4% |
$69.3K - $73.1K
|
1.57K
$97.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
51.6KNew |
$2.71M - $2.85M
|
51.6K
$3.19M
|
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
18New |
$945 - $996
|
18
$1.11K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
19.5KNew |
$1.02M - $1.08M
|
19.5K
$1.21M
|
|
|
Oct 27, 2023
Q3 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-32.6K- 50.94% |
$1.71M - $1.8M
|
31.4K
$1.94M
|
|
|
Oct 18, 2023
Q3 2023
|
Marion Wealth Management
|
BUY
|
- |
354+ 1.49% |
$18.6K - $19.6K
|
24.1K
$1.49M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-552- 10.84% |
$29K - $30.5K
|
4.54K
$281K
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4KNew |
$210K - $221K
|
4K
$248K
|
|
| Q2 2023 | |||||||
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
2.09K+ 39.16% |
$104K - $113K
|
7.41K
$459K
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.2KNew |
$60K - $65K
|
1.2K
$74.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
561New |
$28K - $30.3K
|
561
$34.7K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.5K- 22.59% |
$74.8K - $81K
|
5.14K
$318K
|
|
|
Jul 14, 2023
Q2 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
12.6KNew |
$629K - $682K
|
12.6K
$782K
|
|
| 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
$1.3K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-32- 16.84% |
$1.57K - $1.68K
|
158
$9.78K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-27- 14.29% |
$1.33K - $1.42K
|
162
$10K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
27+ 0.52% |
$1.33K - $1.42K
|
5.2K
$322K
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
3KNew |
$147K - $158K
|
3K
$186K
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-35- 0.8% |
$1.72K - $1.84K
|
4.33K
$268K
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
59.5KNew |
$2.92M - $3.13M
|
59.5K
$3.69M
|
|