Purchases and Sales Made in Q4 2023 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 2023. 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 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-389- 5.15% |
$19.9K - $22.1K
|
7.16K
$417K
|
|
|
Jan 17, 2024
Q4 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-423- 4.11% |
$21.6K - $24.1K
|
9.86K
$574K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-450- 37.04% |
$23K - $25.6K
|
765
$44.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-457- 35.59% |
$23.3K - $26K
|
827
$48.1K
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-570- 2.14% |
$29.1K - $32.4K
|
26.1K
$1.52M
|
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-603- 4.21% |
$30.8K - $34.3K
|
13.7K
$798K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-657- 0.35% |
$33.5K - $37.4K
|
189K
$11M
|
|
|
Jan 23, 2024
Q4 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-706- 1.43% |
$36K - $40.2K
|
48.8K
$2.84M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-747- 6.39% |
$38.1K - $42.5K
|
11K
$637K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-819- 93.6% |
$41.8K - $46.6K
|
56
$3.26K
|
|
|
Jan 10, 2024
Q4 2023
|
Omega Financial Group, LLC
|
SELL
|
- |
-854- 6.51% |
$43.6K - $48.6K
|
12.3K
$714K
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-891- 0.52% |
$45.5K - $50.7K
|
170K
$9.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-905- 1.46% |
$46.2K - $51.5K
|
61.1K
$3.56M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.17K- 2.97% |
$59.6K - $66.4K
|
38.2K
$2.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.24K- 2.84% |
$63.2K - $70.5K
|
42.4K
$2.47M
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.38K- 7.65% |
$70.2K - $78.2K
|
16.6K
$966K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-1.47KClosed |
$75K - $83.6K
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.68K- 23.93% |
$85.5K - $95.3K
|
5.32K
$310K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.68K- 23.93% |
$85.5K - $95.3K
|
5.32K
$310K
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-1.88K- 20.6% |
$96K - $107K
|
7.26K
$422K
|
|
|
Feb 06, 2024
Q4 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-2.08K- 2.66% |
$106K - $118K
|
76.2K
$4.43M
|
|
|
Jan 22, 2024
Q4 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-3.7K- 2.61% |
$189K - $210K
|
138K
$8.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.91K- 8.85% |
$200K - $222K
|
40.3K
$2.35M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-4.68K- 18.24% |
$239K - $266K
|
21K
$1.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-5.66K- 12.79% |
$289K - $322K
|
38.6K
$2.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.4K- 34.45% |
$582K - $648K
|
21.7K
$1.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-11.7K- 13.51% |
$595K - $663K
|
74.6K
$4.34M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-13.9K- 71.3% |
$707K - $788K
|
5.58K
$325K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-17.1K- 78.63% |
$873K - $973K
|
4.65K
$270K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-125K- 40.94% |
$6.37M - $7.1M
|
180K
$10.5M
|