Latest Institutional Purchases of Spdr S&P Emerging Markets Smal (EWX)
This list provides information on the latest institutional transactions involving Spdr S&P Emerging Markets Smal (EWX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
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
|
|
| Q1 2023 | |||||||
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
59.5KNew |
$2.92M - $3.13M
|
59.5K
$3.69M
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
3KNew |
$147K - $158K
|
3K
$186K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
27+ 0.52% |
$1.33K - $1.42K
|
5.2K
$322K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
21New |
$1.03K - $1.1K
|
21
$1.3K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
11.2KNew |
$503K - $571K
|
11.2K
$694K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
7.69KNew |
$345K - $392K
|
7.69K
$476K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.36KNew |
$61.1K - $69.5K
|
1.36K
$84.3K
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
733New |
$32.9K - $37.4K
|
733
$45.4K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
361New |
$16.2K - $18.4K
|
361
$22.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
225New |
$10.1K - $11.5K
|
225
$13.9K
|
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
167New |
$7.49K - $8.52K
|
167
$10.3K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
101New |
$4.53K - $5.15K
|
101
$6.25K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
92+ 100.0% |
$4.13K - $4.69K
|
184
$11.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
20New |
$897 - $1.02K
|
20
$1.24K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5+ 0.77% |
$224 - $255
|
651
$40.3K
|
|
| Q3 2022 | |||||||
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
13.6KNew |
$617K - $695K
|
13.6K
$844K
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
- |
900New |
$40.8K - $45.9K
|
900
$55.7K
|
|
|
Oct 25, 2022
Q3 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
211New |
$9.56K - $10.8K
|
211
$13.1K
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
PUT |
100New |
$4.53K - $5.1K
|
100
$6.19K
|
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
73New |
$3.31K - $3.72K
|
73
$4.52K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
28New |
$1.27K - $1.43K
|
28
$1.73K
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
9New |
$408 - $459
|
9
$557
|
|
| Q2 2022 | |||||||
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
759+ 31.85% |
$36.8K - $44.2K
|
3.14K
$195K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
10New |
$485 - $582
|
10
$619
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4New |
$194 - $233
|
4
$248
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3New |
$145 - $175
|
3
$186
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
2+ 1.05% |
$96.9 - $116
|
193
$12K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
84.4KNew |
$4.49M - $5.03M
|
84.4K
$5.23M
|
|
|
May 04, 2022
Q1 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
305New |
$16.2K - $18.2K
|
305
$18.9K
|
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
7New |
$372 - $417
|
7
$434
|
|
| Q4 2021 | |||||||
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
605New |
$34.4K - $36.9K
|
605
$37.5K
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
9New |
$512 - $549
|
9
$557
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
41New |
$2.35K - $2.52K
|
41
$2.54K
|
|
| Q4 2020 | |||||||
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
23.6KNew |
$1.04M - $1.23M
|
23.6K
$1.46M
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
2.98KNew |
$131K - $155K
|
2.98K
$185K
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
742+ 361.95% |
$22.3K - $35.1K
|
947
$58.6K
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Victory Capital Management Inc
|
BUY
|
- |
165KNew |
$7.11M - $7.39M
|
165K
$10.2M
|
|
| Q2 2019 | |||||||
|
Jul 23, 2019
Q2 2019
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1New |
N/A
|
1
$61.9
|
|
| Q1 2019 | |||||||
|
Apr 23, 2019
Q1 2019
|
Investors Research Corp
|
BUY
|
- |
45New |
N/A
|
45
$2.79K
|
|
| Q4 2018 | |||||||
|
Jan 24, 2019
Q4 2018
|
First Command Financial Services, Inc.
|
BUY
|
- |
18New |
N/A
|
18
$1.11K
|
|
|
Feb 07, 2019
Q4 2018
|
Larson Financial Group LLC
|
BUY
|
- |
5New |
N/A
|
5
$310
|
|
| Q2 2018 | |||||||
|
Aug 15, 2018
Q2 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.86K+ 685.29% |
N/A
|
2.14K
$132K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Old Mission Capital LLC
|
BUY
|
PUT |
29.8KNew |
N/A
|
29.8K
$1.84M
|
|
|
Oct 10, 2017
Q3 2017
|
First Command Bank
|
BUY
|
- |
18New |
N/A
|
18
$1.11K
|
|
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$61.9
|
|