Purchases and Sales Made in Q4 2022 in Spdr S&P Emerging Markets Smal (EWX)
This table provides information about the institutional ownership of Spdr S&P Emerging Markets Smal (EWX) during Q4 2022. The information is specifically focused on institutions that hold shares of SPDR S&P EMERGING MARKETS SMAL.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
570+ 5.8% |
$25.6K - $29.1K
|
10.4K
$605K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
479+ 6.38% |
$21.5K - $24.4K
|
7.98K
$464K
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
419+ 6.17% |
$18.8K - $21.4K
|
7.21K
$419K
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
361New |
$16.2K - $18.4K
|
361
$21K
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
346+ 1.66% |
$15.5K - $17.6K
|
21.3K
$1.24M
|
|
Feb 02, 2023
Q4 2022
|
Main Street Investment Advisors LLC
|
BUY
|
- |
279+ 4.03% |
$12.5K - $14.2K
|
7.21K
$419K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
250New |
$11.2K - $12.8K
|
250
$14.5K
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
225New |
$10.1K - $11.5K
|
225
$13.1K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
190New |
$8.52K - $9.69K
|
190
$11.1K
|
|
Feb 27, 2023
Q4 2022
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
167New |
$7.49K - $8.52K
|
167
$9.72K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
112+ 0.61% |
$5.02K - $5.71K
|
18.5K
$1.08M
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
101New |
$4.53K - $5.15K
|
101
$5.88K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
92+ 100.0% |
$4.13K - $4.69K
|
184
$10.7K
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
60New |
$2.69K - $3.06K
|
60
$3.49K
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
43+ 19.37% |
$1.93K - $2.19K
|
265
$15.4K
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
36+ 3.57% |
$1.61K - $1.84K
|
1.04K
$60.7K
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
35New |
$1.57K - $1.79K
|
35
$2.04K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
34+ 6.08% |
$1.53K - $1.73K
|
593
$34.5K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
20New |
$897 - $1.02K
|
20
$1.16K
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
14+ 1.21% |
$628 - $714
|
1.18K
$68.4K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
13+ 1.42% |
$583 - $663
|
928
$54K
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
11+ 0.16% |
$493 - $561
|
6.93K
$403K
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
9+ 1.68% |
$404 - $459
|
545
$31.7K
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
6+ 1.41% |
$269 - $306
|
432
$25.1K
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
6+ 1.68% |
$269 - $306
|
363
$21.1K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5+ 0.77% |
$224 - $255
|
651
$37.9K
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4+ 1.92% |
$179 - $204
|
212
$12.3K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4New |
$179 - $204
|
4
$233
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-2- 9.09% |
$89.7 - $102
|
20
$1.16K
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-6- 0.02% |
$269 - $306
|
28.1K
$1.64M
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-10- 0.04% |
$449 - $510
|
25.6K
$1.49M
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-21- 0.16% |
$942 - $1.07K
|
13.5K
$784K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-26- 16.46% |
$1.17K - $1.33K
|
132
$7.68K
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-31- 0.7% |
$1.39K - $1.58K
|
4.43K
$258K
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-45- 19.23% |
$2.02K - $2.3K
|
189
$11K
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-71- 2.97% |
$3.19K - $3.62K
|
2.32K
$135K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-109- 2.07% |
$4.89K - $5.56K
|
5.17K
$301K
|
|
Feb 08, 2023
Q4 2022
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-125- 21.4% |
$5.61K - $6.38K
|
459
$26.7K
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-146- 0.51% |
$6.55K - $7.45K
|
28.6K
$1.66M
|
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-245- 1.46% |
$11K - $12.5K
|
16.5K
$963K
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-246- 0.61% |
$11K - $12.5K
|
40.1K
$2.34M
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-246- 13.64% |
$11K - $12.5K
|
1.56K
$90.6K
|
|
Jan 20, 2023
Q4 2022
|
Falcon Wealth Planning
|
SELL
|
- |
-277- 5.5% |
$12.4K - $14.1K
|
4.76K
$277K
|
|
Feb 13, 2023
Q4 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-332- 1.53% |
$14.9K - $16.9K
|
21.3K
$1.24M
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-398- 3.23% |
$17.9K - $20.3K
|
11.9K
$695K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-459- 9.38% |
$20.6K - $23.4K
|
4.43K
$258K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-668- 7.26% |
$30K - $34.1K
|
8.53K
$496K
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-956- 5.5% |
$42.9K - $48.8K
|
16.4K
$955K
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.55K- 10.84% |
$69.4K - $78.9K
|
12.7K
$740K
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2.06K- 2.4% |
$92.4K - $105K
|
83.9K
$4.88M
|